China’s latest move could steer more global chip orders toward TSMC and other second-tier foundries like Taiwan’s UMC and ...

Our base-case fair value estimate is USD 262 per ADR, at which TSMC would trade at a forward price/earnings ratio of 30 times per 2025 estimates. We use a weighted average cost of capital of 8.2% to ...

Texas Instruments, Intel, Infineon, and NXP lead the IDM pack with the most U.S.-based fabs and high local output. TSMC and ...

China now considers wafer fabrication location as origin of chips, no matter where they were packaged or developed, which is ...

Wedbush analyst Matt Bryson downgraded UMC (UMC) to Neutral from Outperform with a price target of NT$45, down from NT$50.Stay Ahead of the ...

Wedbush downgraded UMC (UMC) to Neutral from Outperform with a price target of NT$45, down from NT$50. The firm believes mature node foundry is ...

GlobalFoundries-UMC merger could precede TSMC-Intel deal, says DIGITIMES analyst TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei Nvidia H20 China export ban creates ...

CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year. During its ...

China's new chip origin rule spares U.S. designers like Nvidia, AMD, and Qualcomm from 125% tariffs by exempting ...