#tsmc

When Marvell revised its fiscal 2027/2028 revenue outlook upward, the market...

The market saw a 6% surge. I saw a supply chain dependency that no earnings...

The data shows a 36% year-over-year increase in wafer fab equipment spending...

The smartphone lens business is a dying trade. Largan Precision, the company...

We didn’t see the real story behind AMD’s $100 billion bet on TSMC. The...

Trust nothing. Verify everything. Etched, the AI inference chip startup, clai...

Hook: TSMC's 3nm line is running at 95% utilization. CoWoS advanced packaging...

SoftBank offloaded 71.5% of its TSMC ADR holdings, retaining just 565,000...

August 15. SEC documents drop. SoftBank Group slashes TSMC stake by 71.5%....

On a gray Tuesday morning in Lisbon, I was halfway through my second espresso...

Hook While the mainstream financial narrative claims TSMC's fourfold stock ri...

The ledger doesn't lie, but hardware costs do—often in ways the market refuse...

Hook Last week, Coronation Fund Managers—a name you might not know but whose...

Hook: $100 BILLION. That’s the number TSMC just threw onto the table for its...

Chasing the ghost in the blockchain's gray matter — On a quiet Thursday...

What if the biggest crypto story of Q2 isn’t on any blockchain, but in the...

On July 18, 2024, TSMC raised its revenue growth forecast to over 40% and its...

We didn’t see the $100B add-on coming from a pure manufacturing play. TSMC’s...

TSMC just dropped a number that would make a DeFi summer blush: 77% profit...

Check the supply schedule. Always. But on Hyperliquid, the only liquidity tha...

The U.S. weekly jobless claims came in at 243,000 — better than the 229,000...

We didn’t. We buried our heads in DeFi yields and NFT floor prices, convinced...

Here is the data: TSMC is about to post a record net profit for Q2 2024, with...

Hook: Nvidia's CEO Jensen Huang just spent three days in Tokyo shaking hands...

Hook: ASML just dropped a bombshell: it's raising its 2026 revenue forecast a...

The tape doesn't lie. When TSMC dropped its Q2 2024 guidance—CoWoS capacity...

Volatility isn't about price swings, it's about liquidity gaps. And right now...

Hook Over the past five quarters, Taiwan Semiconductor Manufacturing Company...

TSMC just reported quarterly revenue north of $26 billion. The headline screa...