TSMC
Agentic AI and fresh CPU demand is helping demand, and profits, stay high says CEO.
Earnings up yet again but stocks slump under pressure.
The secretive nature of the helium market makes inventory levels the stuff of rumour and speculation, but it is not looking good.
Slow – but faster – erosion of Taiwan as the source of all things 3nm and below.
Today: How President Trump's incoherent trade policies will put even more of a damper on an already-cooling AI boom, Oracle finally confirms (in private, to customers) that its cloud infrastructure was hacked, and the latest enterprise moves.
The Taiwanese chip giant is expanding its supply chain around the world, including sites in Japan, Germany and the USA. Will Dubai be next?
