The USA lifts restrictions on chip production. China thus regains access to design tools from Siemens, Cadence and Synopsys.

TSMC (TSM) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

“According to CNBC, under the latest ‘big beautiful bill’ passed by the U.S. Senate on July 1, tax credits for those ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

The company's attorneys fought to strike what they called "lurid, fabricated stories" from the new filing. Here's what the ...

When investors think of artificial intelligence (AI) and the stock market, one name stands out: Nvidia (NVDA). The chip giant ...

TrendForce says that TSMC plans to repurpose its Hsinchu Fab 5, which handles GaN production, for advanced packaging.

TSMC's fourth-quarter profits jumped 57% to $11.4 billion, and while most analysts credit AI chip demand, there's another ...

Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Although he was upbeat on Intel before, Klein said he "no longer [likes] the stock even down here as a long idea." The stock is off 20% from its 2025 closing high achieved in February. Its Wednesday ...