Browsing Tag
Taiwan Semiconductor Manufacturing Company
26 posts
Intel (INTC) has proved 18A-P can work. Now comes the far harder test that could decide its foundry future
Intel’s enhanced 18A-P semiconductor process has entered risk production with notable performance and power gains, but external customer commitments remain the decisive test for its costly foundry strategy.
Huawei’s new semiconductor bet could test whether export controls are enough
Huawei’s new chip architecture could reshape China’s AI hardware race. Find out what it means for NVIDIA, TSMC and export controls today!
ASML to equip Tata Electronics’ $11bn Dholera fab as India’s first 300 mm plant nears ramp
India's first commercial 300 mm fab had everything except lithography. Tata Electronics just signed ASML, the only company that could complete the stack.
Samsung Electronics posts record Q1 2026 with KRW 57.2T operating profit as HBM4 ships to NVIDIA Vera Rubin
Samsung Electronics posted record KRW 57.2T operating profit, but the harder question is whether one HBM4 win can hold against SK Hynix dominance.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Can U.S. chipmakers derisk China and Taiwan exposure by betting big on allies like Japan?
Discover how U.S. chipmakers are turning to Japan to reduce geopolitical risk tied to Taiwan and China. Explore benefits, trade‑offs and strategic implications.
Why new US export rules could erase $600m from Applied Materials’ China business
Applied Materials warns of $600M China revenue hit from US export curbs. AMAT stock falls as investors weigh geopolitics vs AI growth.
Can Washington really force Taiwan to share its chip dominance? Taipei says no
Taiwan rejects U.S. demand to relocate 50% of chip production. Find out why Taipei is protecting its semiconductor sovereignty and what it means for markets.
NVIDIA’s supply chain strain — Can the AI chip boom survive capacity bottlenecks at TSMC?
NVIDIA’s AI chip boom faces a supply test as TSMC bottlenecks limit GPU production. Can the AI hardware leader survive over-dependence on a single foundry?
Can SoftBank’s $2bn stake give Intel the credibility boost it needs in the AI chip wars?
SoftBank’s $2B Intel stake raises a big question: is it enough to restore credibility in the AI chip wars against NVIDIA and TSMC?