US clampdown they have heard of it Despite US sanctions meant to choke off Huawei's access to high-end chips, the Chinese ...

Our base-case fair value estimate is USD 262 per ADR, at which TSMC would trade at a forward price/earnings ratio of 30 times per 2025 estimates. We use a weighted average cost of capital of 8.2% to ...

We’ve seen it before with Huawei leading a capable alternative, setting a benchmark for cutting-edge hardware as a rival to the Google-led Android ecosystem ...

Explore how Intel's reliance on China revenue, manufacturing constraints, and tariff impacts could jeopardize its valuations ...

The US is keen to maintain its sovereignty in the chip market by blocking China from access to NVIDIA’s state-of-the-art ...

Facing impending tariffs on imported semiconductors, NVIDIA and AMD are intensifying their commitment to domestic production, ...

Global chip stocks were battered on Wednesday on fresh evidence of how U.S. President Donald Trump's shifting trade policy ...

Find insight on Deliveroo, Deutsche Telekom and more in the latest Market Talks covering Technology, Media and Telecom.

According to an 8-K filing released by Nvidia on Tuesday, the US government has notified the company that it needs to obtain a license from the US government to sell cutting-edge chips to the Chinese ...

Market Domination host Josh Lipton breaks down some of the top stories of the day. US markets (^DJI, ^GSPC, ^IXIC) sold off ...

TSMC, the main global producer of advanced chips used in AI applications, is set to report a 57 percent leap in first-quarter ...

Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed ...