Semiconductor Firms Race to Secure Supply Chains Amid Growing AI Chip Demand
Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies ...
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...
Semiconductor supply chain linchpin JSR sees DeepSeek boosting chip sales
DeepSeek’s low-cost AI models are expected to spur demand for semiconductors over the long term, the Japanese chip materials supplier said.
Yahoo Finance5d
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ...
cio.economictimes.indiatimes5d
Over half of chip-dependent organizations worry about semiconductor supply in two years
With rising AI and Gen AI adoption, downstream industries estimate a 29% acceleration in the demand for chips by the end of ...
Network World3d
Trump’s 100% tariff threat on Taiwan chips raises cost, supply chain fears
While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.
Malaysian Reserve15h
Balancing act in the age of AI regulation
By regulating the development, adoption and export of AI technologies, AI Diffusion Rule addresses growing geopolitical ...
Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...