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17 分钟
Crises at Boeing and Intel are a national emergency
The two companies once set the standard for world class engineering and manufacturing. Their troubles weaken America.
Datacenter Dynamics
22 分钟
US government investigating TSMC for alleged sanctions breach – report
In September 2023, the US government opened an investigation into Semiconductor Manufacturing International Corp. (SMIC) ...
40 分钟
Could Investing $30,000 In TSMC Make You a Millionaire?
From 2023 to 2026, analysts expect TSMC's revenue to grow at a CAGR of 25% as its earnings per share increase at a CAGR of 27 ...
41 分钟
on MSN
Nvidia Stock Gains. Big Tech Earnings Are the Test for the AI Chip Maker’s Rally.
Microsoft, Amazon.com, Google-parent Alphabet and Meta Platform represented more than 40% of the company's revenue in the ...
wealthprofessional.ca
1 小时
TSMC shares reach record high after strong earnings and AI demand outlook
Taiwan Semiconductor Manufacturing Co. (TSMC) saw its shares hit a record high on Friday, following a strong earnings report ...
Stratechery
1 小时
TSMC Earnings, Margins and Arizona, ASML and Peak Lithography
TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...
scientific-computing
4 小时
TSMC reports significantly increased revenue due to demand for AI
TSMC has reported revenue of almost NT $760 billion for the third quarter ending September 30, 2024. Year-over-year, third-quarter revenue increased by 39.0%, while net income and diluted EPS both ...
5 小时
on MSN
Taiwan's September export orders miss expectations, China drags
Taiwan export orders fell short of expectations for September, losing some steam ahead of the year's end as it remained ...
10 小时
US’ probe into TSMC for violating China sanctions could spell trouble for Apple, NVIDIA ...
US officials suspect that TSMC might have indirectly supplied smartphone or AI chips to Huawei by working through an ...
11 小时
Veteran fund manager resets Nvidia stock price target after supplier update
On Friday, Chris Versace, a veteran analyst and portfolio manager of the Street Pro portfolio, boosted his price target on ...
14 小时
Taiwan signals openness to nuclear power amid surging AI demand
It is one of the strongest signs yet that the government is rethinking its opposition to reactors. Read more at ...
16 小时
Better Chip Stock: ASML vs. TSMC
ASML is also the only producer of extreme ultraviolet (EUV) lithography systems, which are used to produce the world's ...
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