In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

Intel is an American semiconductor giant with a global presence, but where exactly do all its high-tech processors and ...

Two that I'm most excited about are Taiwan Semiconductor (NYSE: TSM) and The Trade Desk (NASDAQ: TTD). Taiwan Semi is the ...

Intel's recovery faces significant hurdles, including the US-China trade tensions and competition. Read why I upgrade INTC ...

Intel shocked at the massively-hyped AI PC sales slump, with AI PC chips not selling well, old-gen Raptor Lake sales spike.

AMD's Threadripper Pro 5000 series hit the DIY market last year, and today Luke take's a look at the 5995WX, 5975WX, and ...

Superpower rivalry over semiconductors heats up despite Washington’s attempts to block Beijing.

It’s important to keep a reasonable asset allocation to the market amid the trade chaos, but key to investing through the ...

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TSMC announces plans to build 24 new factories worldwide, boosting chip production to meet growing global AI demand.

Today's high-end processors, especially those powering data centers and AI workloads, already rely on multi-chiplet designs ...