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Taiwan Semiconductor Manufacturing Co Ltd

TSMC affiliate Vanguard to build $7.8 billion Singapore wafer with NXP

by Edgar Davis
TSMC affiliate Vanguard to build .8 billion Singapore wafer with NXP

A worker moves a wafer bank at NXP semiconductors computer chip fabrication plant in Nijmegen, Netherlands March 14, 2024.  Piroschka Van De Wouw | Reuters Taiwan Semiconductor Manufacturing Co.-backed Vanguard …

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This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

by Walter Watson
This ‘quasi monopoly’ chip stock will drive AI trend for the next decade, says fund manager

European chip stock ASML “is almost in a quasi-monopoly position” to drive developments in artificial intelligence over the next decade, according to fund manager Marcus Morris-Eyton. ASML , a $380 …

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Fund manager names overlooked AI chip stock to buy

by Walter Watson
Fund manager names overlooked AI chip stock to buy

Cadence Design Systems , a U.S. company that provides electronic design software to chip makers, has been “completely missed” by investors, according to Clare Pleydell-Bouverie, fund manager at Liontrust. The …

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Buy these global tech stocks to play the AI Nvidia boom

by Walter Watson
Buy these global tech stocks to play the AI Nvidia boom

Investor darling Nvidia is dominating headlines once again after its earnings last week surpassed expectations on the back of the artificial intelligence boom. The chipmaker’s shares crossed $1,000 for the …

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China’s SMIC is now world’s third-largest chip foundry: Counterpoint

by Edgar Davis
China’s SMIC is now world’s third-largest chip foundry: Counterpoint

A logo hangs on the building of the Beijing branch of Semiconductor Manufacturing International Corporation (SMIC) on December 4, 2020 in Beijing, China. Vcg | Visual China Group | Getty …

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CHIPS Act last $6 billion in semiconductor award money

by Walter Watson
CHIPS Act last  billion in semiconductor award money

The rollout of the Biden administration’s CHIPS Act award money has so far focused on providing major awards for major companies, with just four leading-edge semiconductor manufacturers receiving the lion’s …

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Asia markets largely set to extend gains as Nasdaq hits record high

by Walter Watson
Asia markets largely set to extend gains as Nasdaq hits record high

In this photo illustration the Nvidia logo is displayed on a smartphone screen and in the background.  Rafael Henrique | SOPA Images | Lightrocket | Getty Images Asia-Pacific markets are …

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SoftBank’s Arm to launch AI chips by 2025 amid explosive demand

by Walter Watson
SoftBank’s Arm to launch AI chips by 2025 amid explosive demand

Arm logo displayed on a screen and and microchip are seen in this illustration photo taken in Krakow, Poland on September 14, 2023. Jakub Porzycki | Nurphoto | Getty Images …

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China’s SMIC warns of fierce chip competition as it misses profit estimates

by Walter Watson
China’s SMIC warns of fierce chip competition as it misses profit estimates

BEIJING, CHINA – DECEMBER 04: A logo hangs on the building of the Beijing branch of Semiconductor Manufacturing International Corporation (SMIC) on December 4, 2020 in Beijing, China. (Photo by …

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Tech stocks set for a boost from Arm-based PC chips

by Walter Watson
Tech stocks set for a boost from Arm-based PC chips

The global semiconductor industry is set for a “transformation” — thanks to artificial intelligence PCs loaded with chips developed by British chip designer Arm , according to Morgan Stanley. That’s …

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