Apple's new iPhone 16e features the company's first in-house 5G modem, baseband chip on the new Apple C1 is made on TSMC 4nm, ...

Intel Corporation, Qualcomm Incorporated, VMware Inc, Broadcom Inc. Read The Tokenist (Timothy Fries)'s latest article on Investing.com ...

Within the next several weeks, Intel is likely to be broken up into at least two, possibly even three or more pieces, as the ...

Intel's turnaround relies heavily on execution, technological advancements, and government support. Read why I rate INTC ...

The U.S. government has given the Taiwanese semiconductor manufacturer TSMC three proposals to keep producing with the country, which brought up several challenges.

Intel Corporation, Qualcomm Incorporated, NVIDIA Corporation, Advanced Micro Devices Inc. Read The Tokenist (Timothy Fries)'s ...

SMIC is the third-largest foundry globally, owning over 6% of the market in 2024, behind TSMC and Samsung; and overtaking GlobalFoundries and UMC. Intel is classified not as a foundry but as an ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

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