ASML Holding became the first European company to reach a $700 billion market valuation this month, driven by surging demand for its extreme ultraviolet lithography machines that are essential for man…
TSMC posted a 36% year-over-year Q2 revenue surge to $39.6 billion, driven by sustained AI demand, and is expanding advanced packaging capacity in Chiayi, Taiwan with a $9.35 billion investment to add…
TSMC's leading-edge capacity is fully booked by NVIDIA, Apple, and Broadcom through 2028, forcing customers like AMD, Google, Tesla, and BYD to explore Samsung Foundry for future chips. AMD is in talk…
Billionaire investor Dan Loeb's hedge fund Third Point held 275,000 shares of Taiwan Semiconductor Manufacturing Company as of Q1 2026, making TSMC his top AI bet, while reducing its Nvidia stake and …
South Korean AI silicon startup Rebellions is prioritizing memory-centric architecture in its technology roadmap, leveraging strategic ties with SK Hynix and Samsung Foundry as it explores IPO options…