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Taiwan Semiconductor Manufacturing Co Ltd

Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts

by Edgar Davis
Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts

A sign is posted in front of Intel headquarters on August 01, 2024 in Santa Clara, California.  Justin Sullivan | Getty Images News | Getty Images Intel has sold its …

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Philippe Laffont’s Coatue entered into Paramount Global amid weakness

by Walter Watson
Philippe Laffont’s Coatue entered into Paramount Global amid weakness

Philippe Laffont’s Coatue built a position at Paramount Global amid tumultuous times for the storied media company. The technology-focused investor opened a stake of more than 3 million shares in …

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Japan’s quest to revive its semiconductor industry

by Edgar Davis
Japan’s quest to revive its semiconductor industry

In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge. Countries like Taiwan with …

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Etched raises $120 million to build chip to take on Nvidia in AI

by Edgar Davis
Etched raises 0 million to build chip to take on Nvidia in AI

Etched co-founders Robert Wachen, Gavin Uberti, and Chris Zhu Etched Nvidia has been the hottest story on Wall Street of late, increasing eightfold in value since the end of 2022 …

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Nvidia (NVDA) stock rout leaves global chip shares volatile

by Walter Watson
Nvidia (NVDA) stock rout leaves global chip shares volatile

The logo of Nvidia Corporation is seen during the annual Computex computer exhibition in Taipei, Taiwan, May 30, 2017. Tyrone Siu | Reuters Global semiconductor stocks saw volatile trading on …

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China’s ByteDance is reportedly working with Broadcom to develop advanced AI chip

by Walter Watson
China’s ByteDance is reportedly working with Broadcom to develop advanced AI chip

Signage at a ByteDance offices in Beijing, China, on June 30, 2023.  Bloomberg | Bloomberg | Getty Images BEIJING — China’s ByteDance is working with U.S. chip designer Broadcom on …

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Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

by Walter Watson
Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

The market is underestimating one corner of artificial intelligence, according to Morgan Stanley. That’s advanced packaging in semiconductors, which consists of technologies that package integrated circuits to “increase functionality, high …

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Nvidia rally overnight lifts chip-related stocks in Asia on AI optimism

by Walter Watson
Nvidia rally overnight lifts chip-related stocks in Asia on AI optimism

A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023. (Photo by Amber Wang / AFP) …

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U.S. reportedly weighing more limits on China’s access to AI chip tech

by Walter Watson
U.S. reportedly weighing more limits on China’s access to AI chip tech

Sinology | Moment | Getty Images The U.S. could further tighten restrictions on China’s access to chip technology critical for artificial intelligence, Bloomberg reported on Tuesday. The Biden administration is …

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Taiwan’s energy crunch could throw a wrench into global chip industry

by Walter Watson
Taiwan’s energy crunch could throw a wrench into global chip industry

A chip made by Taiwan Semiconductor Manufacturing Company TSMC Taiwan, the world’s semiconductor powerhouse, is facing a power crunch — and this could spell trouble for chipmakers. Manufacturing chips requires …

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