Semiconductor News & Analysis Feed

This article delves into the evolving landscape of China's semiconductor equipment industry, particularly its efforts to reduce reliance on Western suppliers. It highlights how China’s new policy mandating that at least 50% of equipment used in new fab projects must be domestically produced is resha

This article analyzes two dominant players in the global semiconductor industry—Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding—assessing their long-term investment potential as key 'pick-and-shovel' providers in the AI boom. TSMC, the world's largest chip foundry, serves major de

This article analyzes the long-term investment potential of two global semiconductor leaders: Taiwan Semiconductor Manufacturing Company (TSMC) and ASML. TSMC, the world's largest chip foundry, produces semiconductors for major designers like Apple, NVIDIA, and AMD, holding 73% of the global foundry

This article analyzes the investment potential of two global semiconductor leaders, Taiwan Semiconductor Manufacturing Company (TSMC) and ASML, evaluating their roles as key players in the semiconductor industry over the next decade. TSMC, the world's largest chip foundry, supplies manufacturing ser

This article analyzes two key players in the global semiconductor supply chain—Taiwan Semiconductor Manufacturing Company (TSMC) and ASML Holding—assessing their investment potential over the next decade. TSMC, as the leading chip foundry, dominates 73% of the global foundry market and 90% of the ad

This article analyzes the long-term investment potential of Taiwan Semiconductor Manufacturing Company (TSMC) and ASML, two key players in the semiconductor industry. TSMC, as the leading chip foundry, dominates 73% of the global foundry market and 90% of the advanced AI chip segment, leveraging its

Following strong financial results from Taiwan Semiconductor Manufacturing Company (TSMC), global chip equipment stocks experienced a notable surge. TSMC reported a 44.7% year-over-year revenue increase in July 2026, reaching approximately $14.51 billion, with cumulative January-July 2026 revenue to