We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor ...

Taiwan Semiconductor (TSM) is expanding its U.S. presence with significant investments and growing ties to the market.

The semiconductor industry stands at a pivotal moment as we enter 2025, with artificial intelligence, autonomous vehicles and the Internet of Things driving unprecedented demand for advanced chips.

Semiconductor chips play an important role in generative AI development. Companies such as Nvidia, AMD, Broadcom, and Micron have emerged as major contributors to various aspects of the chip market.

Semiconductors or microchips are the foundational components powering the modern technological landscape. These tiny electronic devices process, store, and transmit data in various electronic devices, ...

L&T Semiconductor Technologies is expected to outline a partner-led expansion into cellular IoT modules at CES, positioning ...

Worldwide demand for semiconductor chips remains insatiable—with global interests set to spend more than $1.2 trillion per year by 2032 for the microscopic brains that power everything from toasters ...

Gov. Greg Abbott helped to cut the ribbon on a new $40 billion factory that’s set to produce millions of semiconductor chips each day. The Texas Instruments plant in Sherman will also create about ...

Washington — President Trump announced Monday that a leading Taiwanese semiconductor chip company plans to invest $100 billion in new manufacturing plants in the U.S. Taiwan Semiconductor ...

The shift will be powered by rapid adoption of digital identity technologies like NFC alongside AI tools that automate ...

The semiconductor sector recorded a monumental deal on Monday as Nvidia finally closed a $5 billion investment in its ...