Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily ...
The rise of Nvidia has spurred renewed investor interest in AI chip startups. One of them, Blaize, founded by former Intel ...
Chips that are powerful enough to run AI servers are in high demand, helping propel Taiwan Semiconductor Manufacturing’s ...
Myron Xie of SemiAnalysis shares his bullish view on TSMC, after the AI chipmaker posted record Q4 profits. Here's how Chiefs ...
This chip cojoins existing AMD CPU and GPU architectures, along with a high speed memory interface, in an unprecedented way, ...
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" ...
The semiconductor industry has received a major shot in the arm from the rapid advancement of artificial intelligence (AI) technology: The size of the semiconductor market jumped by an estimated 19% ...
The U.S. government said it would further restrict artificial intelligence chip and technology exports, divvying up the world ...
The Biden administration has issued new restrictions on the export of US-developed computer chips that power artificial ...
The US government has announced a radical plan to control exports of cutting-edge AI technology to most nations.
To control global access to AI, the US is expanding restrictions on advanced GPUs needed to build the clusters used to train ...
Secretary of Commerce Gina Raimondo said the new policy will help build a trusted technology ecosystem around the world.