chips

Superconductivity is wild card for stock market

2 Aug 2023

The possible discovery of material that efficiently carries electricity is a fresh disruption for investors grappling with artificial intelligence. They must decide if it’s real, if it’s viable; how it affects existing markets; if it creates new ones; and when change will happen.

Everyone’s chipmaker deftly tries to please all

15 Apr 2021

A global shortage spotlights TSMC's near-monopoly in manufacturing advanced semiconductors. It's raising capex 66% as earnings soar and foreign governments lobby it to boost output. That’s a huge spending jump but the $560 bln giant has a strong track record of managing risk.