Tesla's Terafab project launches in 7 days, targeting 2nm chips, $25B investment, and 1M monthly wafer starts by 2030.

TSMC is no longer a cyclical foundry leveraged to smartphones. It has become the manufacturing constraint inside the global AI buildout. The debate is no longer whether AI demand is real. Order books, ...

The five existing members of the $2 trillion club are all beneficiaries of the growing demand for artificial intelligence (AI). Alphabet, Microsoft, and Amazon have all seen demand for their cloud ...

Enterprises are increasingly deploying localized AI systems to support real-time decision-making in environments such as: factories, hospitals, retail stores, logistics centers and smart cities. These ...

Both Taiwan Semiconductor (NASDAQ:TSM) and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) have been great ...

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest foundry (semiconductor contract manufacturer), widened its annual market share gap (based on sales) with Samsung Electronics last ...

As if there weren't enough supply constraints in the semiconductor industry, chip makers are staring down a potential shortage of helium - a gas crucial for semiconductor manufacturing. Conflict in ...

Tesla's AI6 chip production on Samsung's 2nm process has been pushed back roughly 6 months, delaying mass production to Q4 2027 and creating ripple effects for other Samsung foundry customers.

Lam Research is a high-quality, shareholder-friendly semiconductor equipment leader, but current valuation is stretched. Find out why LRCX stock is a sell.

Alchip Technologies, Inc., the AI infrastructure and high-performance ASIC leader, today revealed significant development in its commercialization of 2nm customer devices. The company announced that ...

The YouTube channel, appropriately named Dr. Semiconductor, recently posted a video showing off the DIY lab, which was built to handle at least some of the ...