TSMC
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Trends
Nvidia’s limited China connections
Nvidia / TSMC questions Following up on my analyses this week on Nvidia (Part 1, Part 2) , a reader…
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Trends
More iPhone order cuts and Trump tariffs threaten Apple’s holiday season
Normally, Apple’s prediction of a record holiday quarter — with revenues between $89 billion and $93 billion — would be more…
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Trends
Samsung begins making 7LPP chips, commercializing 7nm EUV lithography
In a significant milestone for the semiconductor industry, Samsung today announced that it is now manufacturing 7LPP chips: processors based…
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