Taiwan Semiconductor Manufacturing Co Ltd

Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say

Trump likely to uphold CHIPS Act despite his campaign rhetoric, policy experts say

John Ray

Illustration of the China and U.S. flag on a central processing unit. Blackdovfx | Istock | Getty Images President-elect Donald ...

Profit beats expectations as AI boom drives 54% hike

Profit beats expectations as AI boom drives 54% hike

Lawrence Booth

In this photo illustration, a TSMC logo is displayed on the screen of a smartphone.  Sopa Images | Lightrocket | ...

Intel wild week leaves Wall Street uncertain about chipmaker’s future

Intel wild week leaves Wall Street uncertain about chipmaker’s future

John Ray

Intel CEO Patrick Gelsinger speaks at the Intel Ocotillo Campus in Chandler, Arizona, on March 20, 2024.  Brendan Smialowski | ...

Nvidia, Super Micro lead AI trade carnage with stocks down over 5%

Nvidia, Super Micro lead AI trade carnage with stocks down over 5%

Lawrence Booth

Sopa Images | Lightrocket | Getty Images Artificial intelligence stocks powering much of 2024’s market gains dropped Monday as U.S. ...

Trump says Taiwan should pay the U.S. for defense; shares of TSMC fall

Trump says Taiwan should pay the U.S. for defense; shares of TSMC fall

John Ray

Former U.S. President Donald Trump speaks during a campaign rally at the Butler Farm Show in Butler, Pennsylvania, on July ...

Nvidia (NVDA) stock rout leaves global chip shares volatile

Nvidia (NVDA) stock rout leaves global chip shares volatile

John Ray

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017. Tyrone ...

Apple, Microsoft valuations get a pass. Nvidia does not but should

Apple, Microsoft valuations get a pass. Nvidia does not but should

Lawrence Booth

We don’t care at which price Apple trades. When it was at $165 per share not that long ago, we ...

China’s SMIC warns of fierce chip competition as it misses profit estimates

China’s SMIC warns of fierce chip competition as it misses profit estimates

John Ray

BEIJING, CHINA – DECEMBER 04: A logo hangs on the building of the Beijing branch of Semiconductor Manufacturing International Corporation ...

U.S. chipmaker Intel was once dominant, now struggles to stay relevant

U.S. chipmaker Intel was once dominant, now struggles to stay relevant

John Ray

Intel CEO Pat Gelsinger speaks while showing silicon wafers during an event called AI Everywhere in New York, Thursday, Dec. ...