After being Intel’s CEO for about one month, Lip-Bu Tan is taking swift action to address the company’s challenges. This ...

In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...

Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to ...

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years.

SK hynix has showcased its next-gen HBM4 to the public: next-gen AI memory has up to 16-Hi stacks, 2TB/sec memory bandwidth, ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...

Huawei is preparing to test its new AI chip, the Ascend 910D, in China by reaching out to various tech companies, The Wall ...

Taiwan is facing increased uncertainty and instability due to Trump’s unpredictable approach to its defense, with internal ...

A mix of circumstances is giving Intel a chance to get back to leadership ...

TAIPEI (Reuters) - Taiwan's trade-reliant economy likely grew at a quicker pace in the first quarter of 2025 compared with ...

Samsung Electronics reportedly submitted a statement to the US Department of Commerce (DOC), warning that American sanctions ...