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TSMC’s US Operations Face Rising Costs as Push for Advanced Chip Manufacturing Intensifies
Angel Morales 11/18/25 Angel Morales 11/18/25

TSMC’s US Operations Face Rising Costs as Push for Advanced Chip Manufacturing Intensifies

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NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments
AI, Hardware Angel Morales 11/4/25 AI, Hardware Angel Morales 11/4/25

NVIDIA’s AI Chips Now Approved for Export to the UAE as Microsoft Expands Regional Investments

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TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken
Semiconductor Angel Morales 11/3/25 Semiconductor Angel Morales 11/3/25

TSMC’s 3nm and Beyond Chips May See Price Hikes, but Demand Remains Unshaken

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American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique
Semiconductor Angel Morales 10/30/25 Semiconductor Angel Morales 10/30/25

American Chip Startup ‘Substrate’ Vows to End U.S. Dependence on ASML Through a Revolutionary X-Ray Lithography Technique

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Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances
Semiconductor, News Angel Morales 10/20/25 Semiconductor, News Angel Morales 10/20/25

Intel CEO Heads to the Middle East for Potential Partnership on AI and Semiconductors, Hoping to Strengthen the Firm’s Finances

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"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC
Semiconductor Angel Morales 10/7/25 Semiconductor Angel Morales 10/7/25

"You Don't Need It, Until You Need It," Says Analyst on Whether Intel Could Replace TSMC

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Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess
Semiconductor, News Angel Morales 9/25/25 Semiconductor, News Angel Morales 9/25/25

Intel Is Now Seeking Investments From Apple After NVIDIA & SoftBank, Hoping To Get Out of Its Financial Mess

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TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billion
Semiconductor, News Angel Morales 8/29/25 Semiconductor, News Angel Morales 8/29/25

TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billion

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TSMC Caught in the Crossfire as U.S. Officials Weigh Equity Stakes in CHIPS Act Beneficiaries
Semiconductor, News Angel Morales 8/22/25 Semiconductor, News Angel Morales 8/22/25

TSMC Caught in the Crossfire as U.S. Officials Weigh Equity Stakes in CHIPS Act Beneficiaries

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TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand and Taiwan’s Currency Gains
Semiconductor Angel Morales 7/9/25 Semiconductor Angel Morales 7/9/25

TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand and Taiwan’s Currency Gains

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NVIDIA Reportedly Considering a Business Spin-Off in China Amid Mounting US Export Controls
Hardware Angel Morales 4/29/25 Hardware Angel Morales 4/29/25

NVIDIA Reportedly Considering a Business Spin-Off in China Amid Mounting US Export Controls

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China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions
Hardware, Semiconductor Angel Morales 2/24/25 Hardware, Semiconductor Angel Morales 2/24/25

China Overtakes South Korea in Semiconductor Leadership Despite U.S. Trade Sanctions

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TSMC Will Continue to Dominate Market Despite Possible U.S. Tariffs, Says Morgan Stanley
Semiconductor, News Angel Morales 2/4/25 Semiconductor, News Angel Morales 2/4/25

TSMC Will Continue to Dominate Market Despite Possible U.S. Tariffs, Says Morgan Stanley

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TSMC Cuts Ties with Singapore’s PowerAIR Over Alleged Huawei AI Chip Supply
Semiconductor Angel Morales 1/11/25 Semiconductor Angel Morales 1/11/25

TSMC Cuts Ties with Singapore’s PowerAIR Over Alleged Huawei AI Chip Supply

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Japanese Chip Maker Rapidus to Send 2nm Chip Samples to Broadcom, Aims to Compete with TSMC
Semiconductor Angel Morales 1/11/25 Semiconductor Angel Morales 1/11/25

Japanese Chip Maker Rapidus to Send 2nm Chip Samples to Broadcom, Aims to Compete with TSMC

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HSBC Slashes AMD Price Target Amid Concerns Over AI GPU Competitiveness
News Angel Morales 1/9/25 News Angel Morales 1/9/25

HSBC Slashes AMD Price Target Amid Concerns Over AI GPU Competitiveness

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TSMC Arizona Set to Begin 4nm Production in H2 2025; Costs Expected to Be Up to 30% Higher Than in Taiwan
Semiconductor, News Angel Morales 12/30/24 Semiconductor, News Angel Morales 12/30/24

TSMC Arizona Set to Begin 4nm Production in H2 2025; Costs Expected to Be Up to 30% Higher Than in Taiwan

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Wolfe Research Raises Concerns Over AMD’s AI Sales Visibility and 2025 Guidance
Tech, Rumor Angel Morales 12/18/24 Tech, Rumor Angel Morales 12/18/24

Wolfe Research Raises Concerns Over AMD’s AI Sales Visibility and 2025 Guidance

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Qualcomm Challenges TSMC’s Packaging Dominance with Advanced Orders at UMC
News Angel Morales 12/18/24 News Angel Morales 12/18/24

Qualcomm Challenges TSMC’s Packaging Dominance with Advanced Orders at UMC

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TSMC Faces 30% Higher Chipmaking Costs in Arizona Due to Chemical Supply Chain Challenges
Semiconductor, News Angel Morales 12/13/24 Semiconductor, News Angel Morales 12/13/24

TSMC Faces 30% Higher Chipmaking Costs in Arizona Due to Chemical Supply Chain Challenges

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