Taiwan’s dominance of advanced chips acts as a chokepoint for the global economy. Days or weeks without their manufacturing ...

Engineers and researchers are assembling the technical groundwork for manufacturing semiconductor materials on the Moon, ...

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) is positioning itself at the center of U.S.–Taiwan trade talks as Washington pushes to reshore advanced chip manufacturing. Taiwan ...

The ambition is no longer just about entering the industry – it is about competing at scale, at speed, and at global ...

The semiconductor industry stands at an inflection point. As Moore’s Law scaling becomes increasingly challenging and system complexity explodes through advanced packaging and chiplet-based ...

With its superb electrical characteristics, silicon is at the heart of most semiconductors. Its ability to control electrical characteristics has made it essential in modern electronics. Three ...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take ...

Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Sequoia Strategy returned 9% in Q4 compared to 2.