Apple Just Had The Biggest Quarter In iPhone History
Apple hits a record 69% U.S. market share in Q4 2025! Meanwhile, Motorola becomes the new king of budget phones under $300.
Samsung’s US Chip Plant Costs Surge By $8B As Inflation Bites
Samsung Electronics Co, Ltd’s (OTC:SSNLF) Taylor, Texas chip plant will cost over $25 billion, up more than $8 billion from initial…
Taiwan Semiconductor Said To Be In Advanced-Stage Discussions With German State Of Saxony Regarding Building A New Factory, With The Focus On Government Subsidies To Support The Investment
-Reuters
https://www.reuters.com/technology/tsmcs-germany-chip-plant-talks-hone-govt-subsidies-sources-2023-03-15/
Needham Reiterates Buy on Taiwan Semiconductor, Maintains $110 Price Target
Needham analyst Charles Shi reiterates Taiwan Semiconductor (NYSE:TSM) with a Buy and maintains $110 price target.
AI Will Drive 25% Of GDP In 10 Years, Says Analyst: Which Company Will Emerge The Winner?
The use of artificial intelligence (AI) technology is catalyzing the next platform shift, and will become integrated with every business, contributing to 25% of GDP growth, says Oppenheimer & Co.
The company's Thursday industry update to investors is a deep dive into the new AI food chain infrastructure.
Taiwan Semiconductor Keeps Fab Utilization Rate at 70% or Higher
-DigiTimes
https://www.digitimes.com/news/a20230308PD216/3nm-5nm-7nm-tsmc.html
Intel Seeks Additional $5B German Subsidy for Chip Plant
Intel Corp (NASDAQ:INTC) is seeking an additional €4 billion – €5 billion in subsidies from the German government to proceed with…
Taiwan Semiconductor Unusual Options Activity For March 06
A whale with a lot of money to spend has taken a noticeably bullish stance on Taiwan Semiconductor.…
Intel Business Model ‘Structurally Misaligned With Industry Direction,’ Analyst Says
Intel Corporation (NASDAQ: INTC) is facing a tough challenge as its business model is said to be "structurally misaligned with industry direction," according to a bearish note issued Sunday by Bank of America Global Securities.