Jacky Wong is a former Heard on the Street columnist covering business and markets in Asia. Previously, he was a Market Talk ...

TSMC's undervalued stock, strong earnings, and bullish indicators signal a major buying opportunity despite risks. Read an ...

Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling ...

Moving East For almost 2 decades, the US stock market was the place to be, both for domestic and overseas investors. This is not a new phenomenon, with the investing fortune of the US vs the world ...

As U.S.–China tech tensions continue to mount, the semiconductor industry has become a focal point in a high-stakes ...

A semiconductor expert on AlphaSense broke down the industry's shifting dynamics with tariffs, trade wars, and other geopolitical uncertainties. While not named by the platform, the expert drew clear ...

China’s SMIC has reportedly produced 5nm chips without EUV using DUV and SAQP, signaling a bold shift in chipmaking amid ...

Chinese AI advancement remains robust despite Nvidia chip export bans, as firms pivot to alternatives like Huawei, analysts ...

Huawei is gearing up to ship its new AI chip, Ascend 910C, to Chinese customers starting May. This move is significant as it ...

Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.

China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate ...

Our role in the semiconductor supply chain inherently limits our visibility and information available to us,” TSMC says.