September 17, 2026
“TSMC reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 billion), up 44.7% year on year. The group makes chips for Big Tech customers like Nvidia and Google, so the firm’s financial figures are closely watched as a… Continue Reading…
April 12, 2026
“Arm’s shares jumped after CEO Rene Haas said the company expects its newly released chip to generate $15 billion in annual revenue in 2031. The firm unveiled its AGI CPU chip on Tuesday, which is designed for AI inference in… Continue Reading…
February 17, 2026
“…The contract chipmaker for Nvidia Corp. reported a 37% rise in January revenue to NT$401.3 billion ($12.7 billion), above the 30% revenue growth TSMC expects for the full year. The year-ago comparison, however, may have been affected by the Lunar… Continue Reading…
February 17, 2026
“…The move likely has to do with the AI buildout migrating from the training stage to deploying more infrastructure for inference, which is essentially the use of AI models in everyday tasks. That appears to have reignited demand for traditional DRAM,… Continue Reading…
February 11, 2026
“…TSMC, as it is also known, has seen its stock price jump 72% since the start of 2025, as of this writing, and is climbing further on stellar fourth-quarter earnings results in January… In fact, management raised its five-year compound… Continue Reading…
February 11, 2026
“…Advanced Micro Devices, Inc. (NASDAQ:AMD) has gained more than 60% over the past 6 months. Recently, on January 23, Aletheia released a research note highlighting that the company’s server CPU business growth forecasts might be too conservative. Earlier, on January… Continue Reading…
December 10, 2025
“…Finally, the stock fell again on Nov. 25 in response to a report in The Information showing that Meta was planning to buy Google’s TPUs, a sign of a new competitor in AI… https://finance.yahoo.com/news/why-amd-stock-fell-15-042355093.html
September 30, 2024
“Global chip stocks rallied on Thursday after U.S. memory semiconductor maker Micron posted revenue guidance that topped expectations and boosted its share price. Samsung Electronics and SK Hynix both saw their shares rise on Thursday in South Korea. Dutch semiconductor… Continue Reading…
September 26, 2024
“…In the most recent quarter, revenue soared more than 140%, and profit climbed in the double digits. And this may be just the beginning as Supermicro gears up to address a new growing market: cooling solutions to tackle the heat… Continue Reading…
August 14, 2024
“…Sales for the month reached NT$256.95 billion ($7.9 billion). For the third quarter, analysts project TSMC revenue should grow 37% to NT$747.4 billion, with the July result suggesting TSMC may surpass those expectations…” https://finance.yahoo.com/news/tsmc-sales-grow-45-july-054146804.html
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