Tesla’s decision to shift some semiconductor orders to Samsung (KS:005930) starting in 2027 is unlikely to have a major ...

Though Malaysian pharmaceuticals and semiconductors are exempt, the same has not been announced for Taiwan, which produces ...

An industry analyst claims that Intel has just 18 months to find a customer for future 14A gaming CPU designs or its ...

After swirling around the rumor mill for quite some time, the Exynos 2600 has finally been confirmed to be the first ...

KeyBanc Capital Markets upgraded Microsoft (NASDAQ:MSFT) to Overweight on Thursday, reversing its April downgrade and citing ...

China's systemic integration, America's AGI ambition, Russia's security focus, Taiwan's hardware leadership, South Korea's ...

Samsung Electronics recently posted its second-quarter financial results, and they're worse than expected. According to CBNC, the Korean tech giant reported revenue of 74.6 trillion won ...

For decades, monolithic system-on-chip (“SoC”) designs defined the semiconductor landscape. Introduced in the 1970s and refined over ...

Our fair value estimate for KLA is $750 per share. Our valuation implies a fiscal 2026 (ending June 2026) adjusted price/earnings multiple of 21 times and a fiscal 2026 enterprise value/sales multiple ...

The European Chips Act has been a complete disaster. That holds a broader lesson for governments, says Matthew Lynn ...