This “law” has unleashed a gold rush. To make AI smarter, you need exponentially more computing power. In the past decade, ...

Companies poured billions into fabs and facilities around the world as regions continue to build self-sufficiency and form ...

TSMC reported record profits for the fourth quarter of 2024, fueled by booming demand for artificial intelligence (AI) chips.

In terms of architecture, the examples in McLaughlin‘s post look good – a warm set of living spaces, with hot colors offering ...

Donald Trump has been vocal against the Chips and Science Act. TSMC chief of finance still expects US funding to continue in ...

View the Nvidia roadmap for 2025–2027, including the new GPUs like Blackwell Ultra B300, RTX 5090, Rubin, and Rubin Ultra. Explore new chips’ capabilities.

TSMC's strong FY24 performance driven by AI chip demand and 3nm chip production, with continued growth projected despite ...

We came across a bullish thesis on KLA Corporation (KLAC) on Substack by Quality Equities. In this article, we will summarize ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...

Nvidia CEO Jensen Huang Huang said he will be celebrating Lunar New Year with employees.

Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling ...

Qualcomm announced the Snapdragon 7 Plus Gen 3 processor back in March 2024. It’s built on the advanced TSMC 4nm process and ...