TSMC is set to increase FY25 capex by 34%. This is a very healthy demand signal, driven by aggressive AI-related spending and augmented by the N2 process node's ramp. TSMC may be at peak gross margins ...

We’re downgrading Seagate Technology to a hold as we see a very mixed demand signal in 2024. We do not believe its legacy storage business will rebound in 2024 as flash (SSD) storage pricing is now ...

US Navy (USN) and industry officials said they see a continuing increasing demand for unmanned underwater vehicles (UUVs) and a growing mission set for the vehicles. “On the uncrewed underwater, we ...