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

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

Intel shocked at the massively-hyped AI PC sales slump, with AI PC chips not selling well, old-gen Raptor Lake sales spike.

Been some time since Leo did a 'Leo Says' - but he put together this article discussing Intel Nodes and details on what has happened so far and his opinions of what might happen next. Let us know your ...

Superpower rivalry over semiconductors heats up despite Washington’s attempts to block Beijing.

It’s important to keep a reasonable asset allocation to the market amid the trade chaos, but key to investing through the ...

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TSMC announces plans to build 24 new factories worldwide, boosting chip production to meet growing global AI demand.