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Intel appoints new CEO Lip-Bu Tan in 2025, signaling layoffs, a foundry push, and culture shift. Intel stock rises as it eyes ...

Any successful coach will tell you that if you have a winning playbook, don’t throw it out. Stick with what works. And that ...

As the semiconductor industry moves to smaller scales, it must overcome several technical challenges. Read more here.

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The president’s attack on the key tenet of the Biden administration’s industrial policy has set off concerns that he may claw ...

The country’s top economic officials are in the process of setting up a state-backed fund that will support technological ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.