TSMC leads AI chip manufacturing with record 2024 results and 2nm/CoWoS growth. See why I rate the TSM stock a Buy.

TL;DR: AMD confirms its next-gen EPYC "Venice" CPUs will be the first high-performance computing chips using TSMC's advanced 2nm N2 NanoSheet process, delivering superior efficiency and performance.

TL;DR: Samsung Foundry faces a multi-year delay in its 1.4nm process node, now expected after 2028, shifting focus to advancing its 2nm node with mass production planned by late 2025. Despite ...

However, there have been hints Intel may insert high-NA earlier into its 18A node, which is ramping up today. There's a ...

Intel's new CEO Lip Bu-Tan took to the stage at the company's Intel Foundry Direct 2025 event here in San Jose, California, to outline the company's progress on its foundry initiative. Tan announced ...

Something to look forward to: Upcoming chips from Intel, Apple, and AMD will utilize next-gen semiconductors featuring gate-all-around (GAA) transistors. While Intel is set to debut its own 18A ...

As my colleague indicated in a previous article (see below), Intel appears to be achieving its goal of becoming a leading semiconductor foundry. The company recently announced that it has begun volume ...

Both companies dominate their specific niches in the AI value chain.

According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6% YoY increase from the projected US$32 ...

Intel joins hands with Taiwanese fab United Microelectronics Corp. (UMC) in a new twist in the continuously evolving and realigning semiconductor foundry business. What does Intel’s strategic ...

The big picture: As TSMC and other semiconductor manufacturers prepare to transition toward bleeding-edge 2nm transistors, more reports regarding the Taiwanese giant's plans have emerged. Although ...