Bank of America analysts told investors in a note that the recent political signals suggest “companies with substantial U.S. manufacturing investments – such as TSMC — are likely to be exempt from the ...

Nvidia is far and away the main supplier of AI-focused GPUs, with an estimated market share of over 90%. This virtual ...

As semiconductors become central to national security and economic power, cyberattacks have evolved into long-term infiltration campaigns driven by global rivalries.

Although many artificial intelligence (AI) stocks have performed well since "Liberation Day" on April 2, the rough start to ...

Under President Trump, the US initiated a multifaceted economic offensive against China, a move anticipated since Mao ...

When she understood she could do both at once, Henley, president of Intelligent Sensor Solutions division, found her ...

What does it take to put a smartphone in readiness for an AI-saturated world? For Apple’s future iPhone 18, the solution ...

So far, GlobalWafers enjoys some success at enforcing prices, an improvement compared with free-falls in both volume and pricing in previous cycles. We are not overly concerned with Chinese entrants ...

So far, Sumco enjoys more success at enforcing pricing than volumes, which is an improvement compared with free-falls in both volume and pricing in previous cycles. We see Chinese entrants like ...

President Trump has become the semiconductor sector’s leading decision maker, from new fees on exports to China to a brief ...

The alleged leak of Taiwan Semiconductor Manufacturing's (TSMC) 2-nanometer technology by former and current employees from ...

Trump’s comments indicate a change of heart since last Thursday, when he called for Lip-Bu Tan to “resign immediately ” ...