TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
A new Counterpoint Research report forecasts a 20% revenue growth for the global foundry industry in 2025, driven by strong AI demand and with TSMC as a ...
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We're still awaiting Apple's M4 Ultra chip (plus M4-powered MacBook Air laptops), but rumors of M5 chips going to production ...
Apple in October 2024 overhauled its 14-inch and 16-inch MacBook Pro models, adding M4, M4 Pro, and M4 Max chips, Thunderbolt ...
The Wednesday morning report said Apple’s chipmaking partner TSMC is currently packaging the first M5 chips off the ...
Samsung experienced a rebound thanks to memory chip price normalization. After losing the first place to Intel back in 2023, ...
After losing its position to Intel in 2023, Samsung has reclaimed its spot as the world’s biggest semiconductor manufacturer in 2024. The company secured ...
According to SemiAnalysis, Intel's 2024 server processor volume declined for the third year straight. Following the precipitous drop in 2023, the company's data center business has ...
Samsung is making strides in semiconductor technology with its Exynos 2600, built on the company’s advanced 2nm ...
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