TSMC’s earnings highlight foundry economics and the importance of AI; meanwhile ASML and TSMC both give evidence that CPUs ...

TSMC delivered more optimistic outlook following the financial results. It now expects revenue for the year 2024 to grow ...

We also check in with Bob Stark, author of "The Life Cycle of a CEO: The Myths and Truths of How Leaders Succeed." ...

From 2023 to 2026, analysts expect TSMC's revenue to grow at a CAGR of 25% as its earnings per share increase at a CAGR of 27%. Fortune Business Insights expects the global semiconductor market to ...

Following delays at a fab in Taylor, Texas, Samsung has postponed taking delivery of ASML equipment, according to a Reuters ...

There’s a growing divide in the $530 billion semiconductor industry between the companies that are riding the artificial intelligence wave and those that aren’t. And looking at the early returns from ...

Samsung halts fab orders, deliveries slow, China restrictions continue – but company expects Beijing sales bounce Analysis ...

Aside from the SGX-listed names, Ling, Au and Foo also like the Hong Kong-listed downstream players AAC Technologies, BYD ...

Nicolai Tangen's $2 trillion oil fund holds billions in AI companies, but he thinks they're emerging as a key risk area.

The S&P 500 finished virtually unchanged after flirting with its all-time high for much of the day. The Dow Jones Industrial Average added 161 points, or 0.4%, to its own record set the day before, ...

Although ASML, the top Dutch semiconductor equipment supplier, reported a sharp decline in new orders, leading AI chipmakers ...

Invest in TSMC stock for long-term growth potential, supported by its strong moat and operational excellence. Click for more ...