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Brief · Markets
Chip stocks had their worst stretch in 16 months as investors grow less patient with heavy AI spending. Broadcom's CEO comments and China competition in memory are cited as pressures.
Brief · Markets
NT$511.86 billion for the month, nearly flat versus August. Nine-month revenue is up 41.1%.
Analysis · Markets
After years of culture clashes and delays, TSMC's Arizona plant has matched the manufacturing yields of its Taiwan fabs, proving American silicon production is actually viable.
Analysis · Markets
Intel practically invented Silicon Valley. Now, bleeding billions and facing unprecedented takeover rumors, the undisputed king of x86 is fighting for its life.