Nvidia Rises On Taiwan Semiconductor's Mixed News, Earnings Next; Is The Stock A Buy Or Sell Now?
Nvidia stock rose on Monday amid mixed news from Taiwan Semiconductor. Nvidia will report its fourth quarter results on Feb.
TSMC Sees Q1 Revenue Near Lower End of Guidance on January Earthquake Impact
TSMC, the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of ...
Fujimi: Alternative Way To Gain AI Exposure But With Risks
Fujimi's (FUJXF) annual sales are on the road to recovery thanks to the AI boom. Read why I remain neutral on the stock.
Semiconductor Engineering16h
Wafer-Scale Computing for LLMs (U. of Edinburgh, Microsoft)
A Wafer-Scale LLM Inference System” was published by researchers at University of Edinburgh and Microsoft Research. Abstract ...
Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...