by Jeffrey Cooper | Sep 28, 2025 | Semiconductors, Technology
Key Insight Morgan Stanley upgraded ASML from Equal Weight to Overweight with a €950 price target, projecting fiscal 2027 earnings per share of €33, signaling strong growth fueled by AI-driven semiconductor demand and cyclical memory market recovery. Changing a stock...
by Jeffrey Cooper | Sep 21, 2025 | AI, Business, Semiconductors, Technology
Key Insight Nvidia spent over $900 million in cash and stock to hire Enfabrica CEO Rochan Sankar, bring on key staff, and license the startup’s technology to help network up to 100,000 AI chips in a single cluster—one of the largest acquihire and technology licensing...
by Jeffrey Cooper | Sep 14, 2025 | Business, Semiconductors, Technology
Key Insight TSMC is accelerating advanced packaging production schedules by up to a year to meet overwhelming AI chip demand, notably from Nvidia, forcing a strategic shift to simultaneous expansion efforts including the “3DIC Advanced Packaging Manufacturing...
by Jeffrey Cooper | Sep 7, 2025 | Business, Semiconductors, Technology
Key Insight Taiwan Semiconductor Manufacturing Company (TSMC) faces a critical labor shortage with over 34,000 semiconductor industry jobs unfilled as of May 2025, driving the company to invest heavily in talent development and compensation to sustain industry...
by Jeffrey Cooper | Aug 31, 2025 | Business, Semiconductors, Technology
Key Insight TSMC has begun early construction on its 1.4nm fab at Central Taiwan Science Park, marking a record-setting investment of up to $49 billion and putting it at least two years ahead of major competitors like Samsung and Intel. Background: Preparatory work...
by Jeffrey Cooper | Aug 24, 2025 | AI, Semiconductors, Technology
Key Insight Nvidia’s Rubin architecture, featuring six newly taped-out chips built on TSMC’s advanced 3nm process, signals a complete technology overhaul and a strategic bet on TSMC’s manufacturing leadership, with trial production already underway as of August 2025....
