This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. After AI had its “iPhone moment” with the release of ...
Cathie Wood has earned a reputation for making bold bets, and her latest high-conviction semiconductor play could signal ...
ASML has had an average P/E ratio of 43 for the last five years, so it is comparatively cheap at the moment. Conversely, TSMC has averaged a 24 earnings multiple over the same timeframe, signaling it ...
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro ...
The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of ...
This brief from the CSIS Economics Program and Scholl Chair in International Business analyzes Taiwan’s role in U.S. economic ...
Arizona State University will become the home of a new national laboratory for researching the way semiconductors are packaged.
Artificial intelligence (AI) stocks led the market higher last year as investors bet on the potential of this technology to ...
Taiwan Semiconductor Manufacturing Co. (TSM) (TW:2330) logged October to December quarterly revenue of NT$868.5 billion, or $26 billion, based on MarketWatch's calculations of the company's monthly ...
The world's most advanced contract chipmaker has severed its ties with a Singapore-based company after a client review ...
TSMC's Q4 2024 revenue surges 34.4%, driven by AI demand. For December alone, TSMC reported a revenue increase of 57.8%.