More Pain Ahead For Apple, Dell? Trump Administration Weighs Tougher Rules To Push Domestic Manufacturing
Commerce Secretary Howard Lutnick has reportedly discussed the plan with semiconductor industry executives, emphasizing to them the importance of the measure in ensuring economic security.
Stocktwits·1d ago
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TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?
Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.
Zacks·2d ago
TSM Expands Global Footprint: Growth Engine or Margin Headwind?
Taiwan Semiconductor ramps up global chip fabs to meet AI demand, but rising costs may pressure margins.
Zacks·17d ago
CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies
Cirrus Logic deepens its GlobalFoundries partnership, advancing BCD and GaN technologies to power growth in electronics and autos.
Zacks·1mo ago
TSM's Overseas Fabrication Push Ramps Up: Are Margins Sustainable?
Taiwan Semiconductor ramps up global fabs in the United States, Japan, and Europe, but soaring investments raise pressure on margins in 2025 and beyond.
Zacks·1mo ago
TSM's Nanosheet Roadmap Advances: Can it Maintain Tech Leadership?
Taiwan Semiconductor pushes nanosheet tech with N2, N2P, A16, and A14 nodes, targeting speed, power, and density gains to extend chip leadership.
Zacks·1mo ago
GFS vs. LSCC: Which Stock Is the Better Value Option?
GFS vs. LSCC: Which Stock Is the Better Value Option?
Zacks·2mo ago
Compared to Estimates, GlobalFoundries (GFS) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for GlobalFoundries (GFS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Zacks·2mo ago
GlobalFoundries Inc. (GFS) Q2 Earnings and Revenues Surpass Estimates
GlobalFoundries (GFS) delivered earnings and revenue surprises of +16.67% and +0.67%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Zacks·2mo ago
AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?
AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.