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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boomSK Hynix has crossed the $1 trillion market value mark. This milestone follows similar achievements by rivals Samsung Electronics and Micro...
- 18 days. That's all it takes for a Samsung strike to crash the global AI chip market, and the whole world is holding its breathSamsung strike to crash the global AI chip market: The Samsung strike threatens global AI chip supply chains as 45,000 workers plan an 18-d...
- At Samsung, the global AI boom spurred a looming strike and deep divisionsA major strike looms at Samsung Electronics over AI boom profits. Over 45,000 workers demand fair bonus distribution. The dispute could dis...
- Samsung Electronics union threatens to walk out of pay talks if no mediation proposalSamsung Electronics' labour union in South Korea is threatening to halt pay negotiations. The union demands a larger share of operating pro...
- Samsung reaches $1 trillion valuation: What’s fuelling the AI chip surge?Samsung Electronics has crossed a $1 trillion valuation. This milestone is fueled by strong demand for AI chips. The company is a major sup...
- Samsung hits $1 trillion valuation, joins TSMC’s elite club as AI chip boom powers record rallySamsung Electronics has achieved a $1 trillion market valuation, driven by soaring demand for AI chips. The memory giant's stock has quadru...
- TSMC's US plant unlikely to get latest chip tech before Taiwan: CEO C.C. WeiTSMC's new chip plant in Arizona faces significant delays and higher costs due to complex compliance and regulatory issues, a shortage of s...
- What works in Taiwan doesn't always work in Arizona, a chipmaking giant learnsThe Taiwanese company's presence in the state was viewed as an all-around win: It would boost advanced chipmaking in the United States and ...
- Chip giant TSMC shifts away from hotspot Taiwan with Japan plantTaiwan Semiconductor Manufacturing Company, which counts Apple and Nvidia as clients, produces half the world's chips, used in everything f...
- Japan takes Taiwan's helping hand on long road to chip revivalThat Japan turned to TSMC for help on an industry it once dominated reflects the Taiwan chipmaker's dominant position in the foundry busine...
- Taiwan chip firms flock to Japan as China decoupling acceleratesThe influx comes amid shifting alliances and priorities in the global chip industry as the United States pushes to limit China's progress i...
- TSMC to launch chipmaking plant in Japan, but US plant to face delaysIn recent years, the company has had to navigate geopolitical tussles between the United States and China as the two face off over technolo...
- State in talks with TSMC on advanced packaging: Arizona governorIn July, TSMC said production at its first chip fabrication facility, or fab, in Arizona would be delayed until 2025 due to a shortage of s...
- TSMC tells vendors to delay chip equipment deliveriesTaiwan Semiconductor Manufacturing Company (TSMC) has instructed its major suppliers to delay the delivery of high-end chipmaking equipment...
- Taiwan's TSMC prizes Japan's chips skills amid Arizona factory problemsTSMC, the world's largest contract chipmaker, is frustrated in Arizona, the sources said, where it has struggled to recruit workers for the...
- Taiwan chip giant TSMC says Arizona plant making 'fast progress'Recent comments from the company on skilled worker shortages had incited ire from Arizona's unions, leading to scathing op-eds in local out...
- Taiwan's semiconductor maker TSMC is becoming the global chipmaker it didn’t aspire to beTaiwan's semiconductor maker TSMC is about to have factories in five countries across three continents with a new facility beginning operat...
- TSMC shares fall 3.3% after it cuts revenue outlook, delays productionShares of Taiwan's TSMC slumped more than 3% on Friday after the world's largest contract chipmaker flagged a 10% drop in 2023 sales and sa...
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