TSMC tightens grip on chipmaking with 2nm production, ahead of rivals like Samsung and Intel. Wall Street bullish on ...

TL;DR: AMD confirms its next-gen EPYC "Venice" CPUs will be the first high-performance computing chips using TSMC's advanced 2nm N2 NanoSheet process, delivering superior efficiency and performance.

TSMC leads AI chip manufacturing with record 2024 results and 2nm/CoWoS growth. See why I rate the TSM stock a Buy.

TL;DR: Samsung Foundry faces a multi-year delay in its 1.4nm process node, now expected after 2028, shifting focus to advancing its 2nm node with mass production planned by late 2025. Despite ...

However, there have been hints Intel may insert high-NA earlier into its 18A node, which is ramping up today. There's a ...

Something to look forward to: Upcoming chips from Intel, Apple, and AMD will utilize next-gen semiconductors featuring gate-all-around (GAA) transistors. While Intel is set to debut its own 18A ...

According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 billion in capex in 2025, marking a 15.6% YoY increase from the projected US$32 ...

The big picture: As TSMC and other semiconductor manufacturers prepare to transition toward bleeding-edge 2nm transistors, more reports regarding the Taiwanese giant's plans have emerged. Although ...

Both companies dominate their specific niches in the AI value chain.