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TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
Insider Monkey9d agoneutral
TSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

Xiaomi and Huawei Launch Foldable Smartphones Ahead of Apple’s Latest Product Launch
Insider Monkey13d agoneutral
Xiaomi and Huawei Launch Foldable Smartphones Ahead of Apple’s Latest Product Launch

China’s premium-smartphone battle is becoming more ambitious, and more expensive. Huawei and Xiaomi Corporation (HKG:1810) have introduced new flagship foldable phones ahead of Apple Inc.’s (NASDAQ:AAPL) latest product launch, giving consumers two very different approaches to turning a smartphone into a larger-screen device. Huawei’s Mate XT2 folds out twice to produce a tablet-sized display, while […]

Taiwan Semiconductor Manufacturing (TSM) Stock Looks Stretched As Its 363% Run Continues
Simply Wall St.26d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Stock Looks Stretched As Its 363% Run Continues

Taiwan Semiconductor Manufacturing stock has had a powerful three year run, while current valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value screens as richer than the market price suggests and earnings based multiples still screen as supportive. Over the past 3 years, Taiwan Semiconductor Manufacturing has returned about 363%, which puts extra focus on whether today’s price still offers enough compensation for risk. New chip production wins such as...

BYD Global Push Finally Delivers; Profits Rise For First Time Since 2025
Investor's Business Daily27d agoneutral
BYD Global Push Finally Delivers; Profits Rise For First Time Since 2025

BYD's push to expand electric vehicle sales outside of China's domestic market appears to finally be paying off. Tesla's largest global rival has spent the past several years working to become a global auto company as sales in its home markets continue to see drastic declines. Net income rose 30% from Q2 2025 to $1.2 billion ($8.2 billion yuan).

Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work?
Simply Wall St.28d agoneutral
Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work?

Taiwan Semiconductor Manufacturing (NYSE:TSM) is set to produce advanced chips for Xiaomi, including the new Xring O3 processor, using its 3-nanometer technology. The Xiaomi partnership extends TSMC's reach into AI focused consumer devices and autonomous driving products. The new 3nm orders highlight how TSMC is securing additional high value work beyond its traditional set of large chip designer customers. This kind of demand for advanced AI hardware points to a broader trend across...

Xiaomi’s New Chip Could Strengthen Its Premium Push, But the Timing Could Be Risky
Insider Monkey29d agoneutral
Xiaomi’s New Chip Could Strengthen Its Premium Push, But the Timing Could Be Risky

Xiaomi Corporation (OTC:XIACF) is no longer content to compete through hardware design and pricing alone. The Chinese smartphone maker has unveiled the Xring O3, which is the second generation of its proprietary handset processor, as it seeks greater control over the technology powering its devices. The strategy could improve product differentiation and bolster Xiaomi’s negotiating […]