This trio of elite companies dominates the AI supercycle, and will continue to win for the foreseeable future.

Chairman John Moolenaar cosponsors the bipartisan MATCH Act to close export control loopholes on semiconductor equipment. The bill aims to prevent China from exploiting these gaps and to align US ...

Even though Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) first appeared in the 13F portfolio of Point72 ...

CFR President Michael Froman analyzes U.S. objectives and next steps as the Iran war enters its second month. President ...

TSMC's April 10 update could reveal whether artificial intelligence (AI) demand is hitting real-world supply limits.

The move not only strengthens Japan’s position in the semiconductor sector, but also shows that chip competition is ...

More details are emerging about TSMC's massive investment in chip manufacturing on U.S. soil, which now reportedly includes ...

The MATCH Act would tighten existing restrictions on a critical choke point for the AI industry, banning exports of certain ...

Purdue University is expanding the scientific footprint of 2027’s all-Boilermaker suborbital flight mission with the addition ...

TSMC (TSM) reports March revenue April 10. Capacity bottlenecks, Arizona expansion, and geopolitical risks now threaten AI ...

When DeepSeek introduces its next-generation model, likely in the next few weeks, it will mark a milestone in China’s ...

Concerns around debt‑funded AI capex, circular investment dynamics among large tech firms, and elevated valuations weighed on ...