Leo is back after quite a hiatus, as he was busy getting down a backlog of review samples. He has finally had some time to pass over his thoughts on Intel 7NM, after watching Linus rip them apart. Leo ...

TSM's 90% grip on advanced nodes and 100% utilization proves AI chip scarcity is structural—no viable challengers exist.

CFO Jen-Chau Huang reminded investors that TSMC has spent $101 billion on capital expenditure in the last three years and ...

Vision during the company’s global “Intel Unleashed: Engineering the Future” webcast. Video is much safer than a Press conference or an interview as you don't have to face any questions or ...

Under the neon glow of CES 2026, the global auto industry appeared to be undergoing a quiet but consequential shift. The ...

Wells Fargo crowns AMD the new chip king. The bank upgraded semiconductor stocks this morning with AMD as its top pick—a bold ...

Taiwan Semiconductor (NYSE: TSM) beats Q4 earnings expectations, driven by demand for advanced processor tech.

TSMC’s record Q4 earnings show surging AI chip demand and strong margins. Click for this full review of the latest data and ...

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

TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI ...

Monopolies, we’re told, are bad things. With excessive market power, they can raise prices, reduce innovation, lower product ...

Intel has released version 3.0 of its AI Playground tool, which brings new multimodal upgrades to the app's functionality thanks to modern vision models like Qwen3 VL as well as agentic tool calling ...