TSMC reportedly plots 2027 start date for its 3 nm US fab, but will that be in time to save next-gen GPUs from tariffs?
Maker of most of the world's cutting-edge chips, TSMC, is reportedly accelerating its plans to produce modern 3 nm chips in ...
Intel in focus as Baird posits fab spin-off, Taiwan Semiconductor involvement
Intel (INTC) was in focus on Wednesday as Baird said it has heard discussions from the supply chain about a potential ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...