Margin Call at 2nm: What TSMC's Price Hike Means for the Chip Ecosystem
​TSMC's wafer costs are rising sharply, putting pressure on fabless players like Qualcomm, MediaTek, and AMD. U.S. fab expansion and competition...
633 Views
WT Micro GDR Early Look - Not a Small One to Digest but Last Offering Did Well
WT Microelectronics (3036 TT) is looking to raise up to US$450m in its upcoming global depository receipts offering. The firm is also looking to...
224 Views
UMC (UMC US / 2303 TT): Adeptly Navigating Foundry Industry Transition From Scale to Specialization
​UMC's 3Q25 results show progress in specialty foundry leadership with stable revenue, improving utilization, and successful focus on application...
505 Views
Nvidia Jensen’s $500bn: What Did He Say Exactly? What Does It Mean for Supply Chain Forecasts?
​Nvidia CEO predicts massive AI growth potential, with orders reaching $500bn and potential for 60% YoY growth till Apr-27
545 Views
Qualcomm’s Weird AI Announcement
​Qualcomm's heavy reliance on the mobile market poses a vulnerability, with efforts to diversify into other markets like auto. New AI chips...
638 Views