Recent comments from former U.S. President Donald Trump on protection fees have hit semiconductor stocks hard and brought TSMC back into the spotlight for investors. As per a report from Barron's, it’s suggested that America's stance towards Taiwan is not the best diplomatic strategy. The follo...

As TSMC and other major chip manufacturers compete for AI business opportunities, chip production capacity is unable to keep up with demand. Industry sources cited in a report from NIKKEI claimed that the slow expansion of high-end chip production capacity is due to different packaging and testing...

Recently, after reporting a loss of USD 7 billion in its manufacturing business for 2023, Intel stated that its investment in France and Italy could not be realized for the time being, which is worth several billion euros and can potentially create thousands of jobs. Relevant investment plans for ch...

According to sources cited in a report from Reuters, NVIDIA is said to be planning to design a new flagship AI chip tailored for the Chinese market, which will still comply with current U.S. export control regulations. NVIDIA, the global AI chip giant, unveiled its Blackwell chip series in March ...

According to a report from Tom's Hardware, the U.S. is considering implementing new trade sanctions on China, looking to limit China's access to advanced AI chip technology. This could result in a ban on NVIDIA's HGX-H20 AI GPUs to China. If implemented, NVIDIA could potentially lose roughly USD 12 ...