Browsing Tag
TSMC
27 posts
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.
OpenAI bets big on custom silicon with Broadcom, targeting 10 GW of AI accelerator capacity by 2029
Find out how OpenAI’s 10 GW Broadcom chip alliance could redefine AI infrastructure, energy demand, and investor sentiment across global markets.
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.
U.S. chip plan sends Intel and GlobalFoundries higher as Washington doubles down on domestic manufacturing
Discover how U.S. plans to mandate 1:1 chip production at home boosted Intel and GlobalFoundries, reshaping the semiconductor industry’s future.
Amkor stock jumps as Apple confirms packaging partnership in US reshoring strategy
Amkor Technology stock rises as Apple confirms packaging partnership in Arizona; find out what this reshoring move means for the chip supply chain.
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?
Impact of EU’s Chips Act: Is Europe ready to compete globally in semiconductors?
EU’s Chips Act reshapes Europe's semiconductor sector—how Nokia, Infineon, and ASML position Europe against global rivals like TSMC and Intel.