Tuesday, March 4, 2025

TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plant and R&D center boost US chip prowess (Ming-Chi Kuo)

Ming-Chi Kuo:
TSMC's US investment is a win-win; dropping one advanced node protects its interests, while an advanced packaging plant and R&D center boost US chip prowess  —  TSMC's newly announced US investment plan, unveiled on March 4, 2025, differs from the original by adding $100 billion …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...