Browsing Tag
TSMC
23 posts
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
Plan Optik (ETR: P4O) under retail spotlight as glass wafer thesis tightens around AI packaging shift
Intel and Samsung are pivoting to glass substrates. Plan Optik (ETR: P4O), a 47M EUR German wafer specialist, is the retail bet on the same shift.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
Scottish Mortgage (LSE: SMT): Is the 23% NAV rebound the start of a new upcycle?
Scottish Mortgage Investment Trust posts a 22.9% NAV gain in H1 FY26. Explore key drivers, new tech bets, and investor sentiment trends behind the turnaround.
Is Intel finally closing the foundry gap with TSMC? A realistic look at 18A, margin drag, and client wins
Can Intel Foundry Services challenge Taiwan Semiconductor Manufacturing Company Limited with 18A? Explore margin risks, client traction, and roadmap reality.
Intel Corporation (NASDAQ: INTC) — Can its $13.7bn Q3 2025 profit surge and AI-foundry pivot power the next big semiconductor comeback?
Intel Corporation’s $13.7 billion Q3 2025 revenue beat sparks an 8 % stock jump as investors reassess its AI and foundry turnaround.
Inside NVIDIA and TSMC’s first made-in-America Blackwell chip wafer — And why investors are watching Arizona
Find out how NVIDIA and TSMC’s first U.S.-built Blackwell wafer is redefining semiconductor manufacturing and reshaping the global AI chip supply chain.