Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...

I’m currently neutral on Taiwan Semiconductor Manufacturing (TSM), also known as TSMC, as I consider it overvalued amid high ...

He argued that offshoring allowed the U.S. semiconductor industry to create more high-paying jobs at home.

The semiconductor industry serves as the backbone of the modern digital economy, powering everything from electronics to ...