💎 Semiconductor Trade - emschwartz · Scour

Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead 🏭TSMC

tomshardware.com

·15h·

TSMC: The AI Foundry Supremacy Still Has Room To Run (NYSE:TSM) 💻Chips

seekingalpha.com

·4h·

TSMC prioritises AI, core clients; 3nm capacity remains constrained 🏭TSMC

digitimes.com·6d·

Russia's Iran War Windfall in Perspective 🌐Energy Sanctions

theovershoot.co

·6d·

TSMC: Much More Than Just An AI Play, Recent Jitters Present A Great Opportunity (TSM) 🏭TSMC

seekingalpha.com

·9h·

TSMC industrial espionage saga heading to verdict next month in unprecedented Taiwan National Security Act case — former engineer accused of stealing 2nm technical info, faces a total of up to 20 years in prison if found guilty 💻Chips

tomshardware.com

·3d·

FLTW: An AI Infra Bet Dressed Up As An EM ETF (NYSEARCA:FLTW) 🐯TigerBeetle

seekingalpha.com

·4h·

Chinese universities performing military research acquired Super Micro servers with sanctioned Nvidia AI chips — public documents reveal purchases were completed in 2025 and 2026 despite US export controls 🇨🇳China Tech Policy

tomshardware.com

·5d·

Broadcom: A Great Company At A Fair Price (NASDAQ:AVGO) 🔬Bell Labs

seekingalpha.com

·5d·

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