hype
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Substance
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Brief · Markets
TSMC's September revenue jumps 54.6% year on year
NT$511.86 billion for the month, nearly flat versus August. Nine-month revenue is up 41.1%.
Sphere
Markets
Earnings, deals and the numbers that moved.
3 items
Analysis · Markets
TSMC's Arizona Breakthrough: Why the US CHIPS Act is Finally Working
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's Existential Crisis: The Fall of a Silicon Empire
Intel practically invented Silicon Valley. Now, bleeding billions and facing unprecedented takeover rumors, the undisputed king of x86 is fighting for its life.