The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Scale and growth have decoupled. TSMC still supplies more than half the sector's monthly sales, but the growth table now belongs to...

China's semiconductor self-reliance campaign is moving beyond lithography machines and advanced processors into less visible materials...

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan...

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales....

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call...

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Tesla's latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk...

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...