This analysis projects TSMC's potential revenue in September 2025, considering historical trends, market forecasts, and technological advancements. Key factors include global demand for semiconductors, TSMC's capacity e…
AMD has strategically positioned itself as a key player in the chip market, challenging Intel and Nvidia through targeted product development and competitive pricing. This analysis explores AMD's approach to gaining mar…
ASML anticipates a decline in sales to China by 2026 due to geopolitical factors and export restrictions. Despite this, overall growth is projected to continue, driven by demand from other markets and technological adva…
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…
The Dutch government's recent intervention in Nexperia, a Dutch chipmaker owned by a Chinese entity, highlights increasing anxieties surrounding semiconductor supply chain security. This move reflects a broader trend of…
The surge in demand for AI-related memory solutions has propelled SK Hynix and Samsung Electronics to new financial heights. Increased demand for high-bandwidth memory (HBM) and advanced memory chips is cited as the pri…