After being Intel’s CEO for about one month, Lip-Bu Tan is taking swift action to address the company’s challenges. This ...

NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...

In October 2024, I rated TSMC stock as overvalued due to AI euphoria, and recent declines validated my Sell rating. TSM's ...

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years.

SK hynix has showcased its next-gen HBM4 to the public: next-gen AI memory has up to 16-Hi stacks, 2TB/sec memory bandwidth, ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are ...

In a recent media interview after the OnePlus 13T’s launch, OnePlus China President Li Jie revealed that the brand plans to ...

A mix of circumstances is giving Intel a chance to get back to leadership ...

Taiwan is facing increased uncertainty and instability due to Trump’s unpredictable approach to its defense, with internal ...

A recent leak from tipster Digital Chat Station has revealed the launch timeframe of Qualcomm’s upcoming flagship, the ...

Two that I'm most excited about are Taiwan Semiconductor (NYSE: TSM) and The Trade Desk (NASDAQ: TTD). Taiwan Semi is the ...

Leo is talking about Taiwan. We've all heard of the place - but Leo takes us through some history, and how that might affect ...