One firm I follow is Coatue Management, run by billionaire Philippe Laffont. In the fourth quarter, his firm bought 596,000 ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

Taiwanese media outlet Business Times suggests that the Apple iPhone 16e is expected to feature the A18 chip, manufactured ...

Discover why TSMC stands out as a top AI investment with strategic partnerships, advanced tech, and strong returns, despite ...

We recently compiled a list of the 10 AI News and Ratings Making Waves on Wall Street. In this article, we are going to take ...

People are impatient for Intel to get fixed, and have been for many years. Weird deal after weird deal keeps coming out of ...

OpenAI has partnered with Broadcom to design its own AI chip in a bid for some independence from Nvidia, and it's nearly ...

US-listed shares of tech giants Nvidia, TSMC, and others are gaining some lost ground after China's DeepSeek rattled stock ...

OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...

Intel’s board has been in talks with potential buyers and the U.S. government, The Wall Street Journal said. Former CEO ...

So, TSMC presents a less volatile option than individual chip designers when it comes to investing in AI. At a valuation of ...

Broadcom has been closely examining Intel’s chip design and marketing business, while TSMC has studied controlling some or ...