Beijing’s push to merge its fragmented semiconductor sector into national champions faces roadblocks over valuations, tech ...

As a U.S.-based fabrication company for specialty nodes, GlobalFoundries is more of a "geopolitical risk" play than a real strong AI semiconductor play. So, its biggest value is sort of as a hedge ...

Taiwan Semiconductor's 2nm production starts in 2025, with strong growth in advanced nodes and CoWoS packaging. Read why I ...

Analysts expect GLOBALFOUNDRIES to report an earnings per share (EPS) of $0.33. Investors in GLOBALFOUNDRIES are eagerly awaiting the company's announcement, hoping for news of surpassing estimates ...

WFE markets reflects not only technology needs, but also regional policy, industrial capacity, and the deep segmentation that ...

Weebit has a strong balance sheet of A$88 million as of 30 June 2025, funding commercial activities and further R&D. As customer payments are tied to milestones, the Company is well placed to grow ...

As AI infrastructure continues to reshape global supply chains, the Open Compute Project (OCP) APAC Summit held in Taipei on ...

Intel's next-gen process node 14A is not expected to reach volume production until at least 2028 but questions are already ...

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

Expansion in emerging markets will always carry risk, but companies can succeed if they prepare for it without being ...

China AI race, the winner won't be who builds fastest, but who builds societies and infrastructures resilient enough to ...