Custom silicon, same old dependency The Fruity Cargo Cult Apple's over-hyped server chip may be to provide the outfit with ...

Securing HBM for AI Data Centers: As AI models grow increasingly complex, demand for HBM3E and future HBM4 standards is outpacing supply. Establishing a direct HBM procurement channel with Samsung ...

Chinese AI chip startup Biren Technology plans to launch an initial public offering (IPO) in Hong Kong, aiming to raise $300 million to boost the country's semiconductor industry amid U.S. export ...

Risk management news: the latest regulation and compliance updates and advice from the Wall Street Journal.

TSMC holds a commanding lead in the global foundry market, with its market share projected to reach 66% by 2025, showing its ...

Wow, TSMC is really doing great these days. It seems like everyone needs their chips, especially for all the new AI stuff.

Intel received major investments from SoftBank, Nvidia, and the US government, but execution risk remains high. Read why INTC ...

The post TSMC Hits Trillion, Markets Lose Steam appeared first on Considerable.

Nvidia considers expanding H200 AI chip production as Chinese demand surges amid U.S. export approval and global supply limits.

ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors ...

The following players span a variety of industries, so if you pick up more than one, you may gain in diversification.