Shares have been on the move with the stock up 15.4% over the past month. The stock hit a new 52-week high of $233.82 in the previous session. TSMC has gained 18.3% since the start of the year ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

“According to CNBC, under the latest ‘big beautiful bill’ passed by the U.S. Senate on July 1, tax credits for those ...

Intel's CEO, Lip-Bu Tan, is considering a strategic shift in its foundry business, potentially halting the marketing of its ...

The company's attorneys fought to strike what they called "lurid, fabricated stories" from the new filing. Here's what the ...

TrendForce says that TSMC plans to repurpose its Hsinchu Fab 5, which handles GaN production, for advanced packaging.

TSMC's fourth-quarter profits jumped 57% to $11.4 billion, and while most analysts credit AI chip demand, there's another ...

Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation ...

In addition, Intel faces external pressures. Earlier this year, the U.S. government was reportedly pressing hard for Intel to ...

Although he was upbeat on Intel before, Klein said he "no longer [likes] the stock even down here as a long idea." The stock is off 20% from its 2025 closing high achieved in February. Its Wednesday ...

The 18A node’s journey has been a sometimes rocky one including the CEO turnover and other issues. In the fall of last year, ...

Taiwan Semiconductor Manufacturing Company’s expanding footprint in north Phoenix has triggered a cascade of development that ...