Applied Materials Earnings: Why It's Dropping And Why I'm Buying
Applied Materials shows strong long-term potential despite Q1 2025 earnings dip. Click here to explore AMAT stock's margin ...
Rumor U.S. government could force Intel into JV deal for fab unit
Intel Corporation (NASDAQ:INTC) has been struggling for years, and many on Wall Street are questioning the company’s foundry ambitions. The U.S. has stated that they want more chip manufacturing in ...
Baird notes supply chain talk of Intel fab spinoff with TSMC involved
Baird analyst Tristan Gerra says there are discussions from the Asia semiconductor supply chain that the U.S. government will get involved in ...
TSMC reportedly plots 2027 start date for its 3 nm US fab, but will that be in time to save next-gen GPUs from tariffs?
Maker of most of the world's cutting-edge chips, TSMC, is reportedly accelerating its plans to produce modern 3 nm chips in ...
Intel in focus as Baird posits fab spin-off, Taiwan Semiconductor involvement
Intel (INTC) was in focus on Wednesday as Baird said it has heard discussions from the supply chain about a potential ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...
Taiwan and TSMC scramble to head off Donald Trump’s tariff threat
Trump’s approach has spooked companies in Taiwan’s chip sector, too. Rick Tsai, chief executive of MediaTek, the country’s leading chip design house, told investors last week the company was running ...
10 AI News Making Waves on Wall Street
Top 10 AI Stocks Trending On Wall Street and 12 High-Flying AI Stocks This Week This training-focused chip will be used as a strategic tool to strengthen OpenAI’s negotiating leverage with other chip ...
Wales needs to raise its game in the deep tech sector
One way to maximise the potential of the South Wales compound semiconductor cluster is by establishing a dedicated deep tech ...