Discover why TSMC stands out as a top AI investment with strategic partnerships, advanced tech, and strong returns, despite geopolitical challenges. Read my TSM thesis.

South Korean memory chips supplier SK Hynix Inc (KS: 000660) fell as much as 3%, while Japan’s Advantest Corp. (TYO: 6857) ...

TSMC's Q4 2024 results were impressive, with revenue up 38.8% YoY and EPS up 57% YoY, reinforcing its robust financial health. Key 2025 highlights include Arizona Fab 21's volume production ...

MoneyDJ reports that TSMC's second fab in Arizona will begin installing equipment for its cutting-edge 3nm node by mid-2026, ...

While Nvidia delivered a 78% surge in quarterly revenue, it said its first-quarter margin would tighten to about 71% from ...

Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” fourth quarter 2024 investor letter ...

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NVIDIA is set to announce its Q4 2024 earnings today, after market close. Analysts expect strong results, with projected ...

Reports Q4 revenue $69M, consensus $70.85M. “Last year, we strategically prioritized resources to the development of our proprietary ASIC ...