The National Observer: Changes in D.C. rattle business owners; Arizona secures a $165B investment
Changes in the nation's capital have business owners on edge, and billions are expected to flow to Arizona in new ...
Chipmaker TSMC’s sales quicken in first 2 months of 2025 in upbeat note for AI
The world’s largest contract chip manufacturer reported combined revenue for the first two months of US$16.8 billion.
Trump’s Call to Scrap ‘Horrible’ Chip Program Spreads Panic
The president’s attack on the key tenet of the Biden administration’s industrial policy has set off concerns that he may claw ...
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Huawei used “supply chain breach” to acquire AI chips from TSMC
Huawei has acquired over 2 million AI chips from TSMC using a shell company and supply chain breaches and has also stocked up ...
Nvidia wipes $1T from market cap, TSMC reports 39% revenue climb
Madison Mills and Brad Smith take a look at some of today's trending tickers on Morning Brief. Nvidia (NVDA) shares continue ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.
TSMC: Buy Case Remains Strong Despite DeepSeek Risks
TSMC faces challenges from tariffs and DeepSeek’s influence, but signs of recovery emerge. See why TSM stock remains a strong ...
TSMC Revenue Up Nearly 40% Through First Two Months of Year
Taiwan Semiconductor Manufacturing Co. said Monday that its combined revenue for the first two months of 2025 jumped 39% year ...
Chinese advances like DeepSeek have ‘narrowed’ AI gap with U.S., says CSIS think tank: ‘Unrealistic to expect a lead of more than a year or two’
"DeepSeek’s technological innovations are real," Gregory Allen, director of CSIS’s Wadhwani AI Center, wrote on Friday.
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Vietnam To Be The Next Tech-Hub For Semiconductor And Ai Modules? All You Need To Know About AISC 2025
The Aim Has been aimed to showcase to the world the growing importance of Vietnam in the Global Semiconductor and AI module ...
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TSMC’s revenue surges 39% in early 2025, fueled by AI chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC) showed a very strong 39% revenue growth for the first two months of 2025, reinforcing demand for Nvidia Corp. AI chips.
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Trump wants to kill the CHIPS Act, saying tariff threat prompted TSMC’s new $100 billion bet – Cronkite News
Taiwan President Lai Ching-te, center, with TSMC Chairman C.C. Wei on March 6, 2025. They discussed TSMC’s announcement at ...