TSMC's 2nm Node: Will It Power the Next Growth Cycle or Pressure Margins?
TSM's bold 2nm expansion may squeeze margins in the short term but could secure long-term gains as AI chip demand accelerates.
Zacks·7d ago
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Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?
Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.
Zacks·13d ago
Semiconductor giant unveils next-gen physical AI solution
Most people probably associate "artificial intelligence" with chatbots. Perhaps some drivers think about "self-driving" features. However, machine learning and deep neural networks can do so much...
TheStreet.com·20d ago
GlobalFoundries (GFS) Surges 8.4%: Is This an Indication of Further Gains?
GlobalFoundries (GFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Zacks·1mo ago
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·1mo ago
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·1mo 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·2mo 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·3mo 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·3mo 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.