Intel (INTC.US): Apple M-Series in 2027; Intel 18A Is the Key.
​Apple may outsource iPad CPU production to Intel in 2027, while U.S. semiconductor reshoring faces barriers. Intel's 18A execution is the key...
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TSMC (2330.TT; TSM.US): Rapidus Plans to Build a Second Fab to Begin 1.4nm Volume Production in 2029
​Rapidus aims to catch up with TSMC by targeting 2nm and plans to build a second fab in Hokkaido for 1.4nm volume production in 2029.
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TSMC (2330.TT; TSM.US): Retired Sr. VP Joins Intel; U.S. Fab Impact; Arizona Earnings Decline.
​TSMC's former SVP joins Intel. US-China tensions escalate, but U.S. actions extended one year for rare earth. TSMC Arizona fab profit plummets.
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Silergy (6415.TT): 4Q25 Flat or Slightly Upside; Early Gen4 Yields Remain Non-Comparable.
​Silergy anticipates flat to slightly up 4Q25, remains top supplier with strong financials and R&D capabilities, uncertain if 1H next year will...
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SMIC (981.HK): Although GM May Decline Slightly, Revenue Is Expected to Continue Growing in 4Q25.
​SMIC's 3Q25 revenue up 7.8% from 2Q25, GM at 22.0%. Expects flat to 2% revenue growth QoQ, GM between 18% and 20%. Stock price up 160.7% YTD,...
203 Views