Tokyo-headquartered EdgeCortix aims to develop chips for edge AI, a rapidly growing field that involves running applications ...

Siemens EDA, Cadence, and Synopsys have received notices from the U.S. Commerce Department about new export controls on chip ...

To fund Taiwan Semiconductor Manufacturing purchase, we exited our position in Entegris. Why are we bullish TSM stock? Click ...

Nvidia and AMD will soon begin selling new GPUs made for AI workloads in China to comply with US chip export restrictions.

One of the funds I follow is Chase Coleman's Tiger Global Management fund, which made some major purchases of top artificial ...

TSMC's robust AI-driven growth, clear process roadmap, and resilient demand position it for strong performance through ...

NVIDIA reportedly reducing production volume of its gaming-focused GeForce RTX 50 series GPUs, making room for GB300 AI GPU ...

In the high-stakes arena of AI, a fascinating new narrative is emerging. Google's recent I/O prominently featured Chinese AI ...

Individual investors should monitor the activities of some of the most successful investors. Billionaire hedge fund managers ...

Despite concerns over US President Donald Trump's tariff policies, international demand for Taiwan's AI and semiconductor ...

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We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Stock Whisperer’s Substack. In ...