While AMD is proud of being a priority customer for TSMC, Intel is cooking up a batch of splash of cold water.

Our new fifth-generation EPYC is doing very well, so we're ready to start production,” said AMD Chief Executive Lisa Su ...

Venice, built on AMD's upcoming Zen 6 microarchitecture, represents a major milestone in the company's data center roadmap and remains on track for release next year.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on TSM.

EPYC 5 3nm manufacturing in TSMC ArizonaAMD has made an important announcement regarding its EPYC data center CPUs. The company confirmed the successful tape-out of its CPU codenamed "Venice," which ...

Intel Corporation's cost-cutting moves, including the Altera sale, could boost its stock. Explore its recovery potential post-earnings. Click for my INTC update.

Companies such as Taiwan’s TSMC and South Korea’s Samsung Electronics may be particularly hit by upcoming US semiconductor tariffs. View on euronews ...

President Trump’s tariffs have overshadowed Applied Materials (AMAT) stock, stirring up short-term headaches for the semiconductor equipment ...

Earnings from two chip-industry giants this week are poised to provide an early insight into issues that have punctured investor confidence and sent valuations to multiyear lows.

The Silver Lake investment firm portfolio companies deliver $252 billion of revenue annually.

Intel (INTC) remains a strong buy despite market challenges. Explore here for INTC stock's undervaluation, growth catalysts, and turnaround potential ...

Intel recently discussed forming a joint venture with a Taiwanese chipmaker, known as Taiwan Semiconductor Manufacturing Company, or TSMC. The White House is exerting some pressure to make a deal ...