Leo talks about AMD's upcoming Threadripper 2 after his trip to the press conference. It's looking good for AMD! He also discusses Apple breaking the 'trillion' barrier, Intels 28 core monster and ...

In 2024, Intel’s stock declined by 60%, and the company fell from first to second place on Gartner’s list of top global ...

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale ...

Samsung's new semiconductor facility in Taylor, Texas, USA faces opening delay into 2026 as the company continues to fail to ...

AMD would absolutely destroy Intel gaming CPUs with a rumored Zen 6 processor with 12 cores, 24 threads and a bonkers 240MB ...

Explore Intel Corporation's accelerated Foundry roadmap shift and its impact on execution risks. Click for my update on ...

The legislation raises the investment tax credit for chipmakers to 35% from 25%, surpassing the 30% increase proposed in an ...

The shift may also help management concentrate on stabilising its PC and server businesses, which still command the bulk of ...

The Fund was up in absolute performance and underperformed its benchmark in the first quarter of 2025. Read more here.

TSMC’s U.S. expansion plans received a boost from newly enhanced tax incentives, which could ease the long-term profitability burden of its Arizona chip fabrication plants, according to Morgan Stanley ...

In the last Leo Says, Leo discussed Intel's statement that it would deliver five fabrication nodes in four years. These are bold claims that were immediately challenged by news that Intel would ditch ...

In a report from Nikkei, the company may also be mulling a return to more cutting-edge semiconductors by working with Intel ...