TSMC's record-breaking revenue and margins position it to gain as AI demand grows and competition shifts. Click for this ...

Nvidia has told Chinese clients it is evaluating adding production capacity for its powerful H200 AI chips after orders ...

We keep seeing the same thing over and over again in the AI racket, and people keep reacting to it like it is a new or ...

The hub houses the 15-megawatt Nano 4 supercomputer, Taiwan's largest, equipped with 1,760 of Nvidia (NASDAQ:NVDA) H200 chips ...

Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the ...

Industry’s single largest consumer of advanced packaging is NVIDIA. CoWoS wafer demand is forecast to climb from 484 thousand ...

TSMC's strong market share and AI-driven growth is balanced by geopolitical risks. See here for an analysis of TSM stock and ...

Those capabilities help solve bandwidth and yield limits for next-generation AI chips. TSMC is also expanding geographically.

Both semiconductor stocks have experienced significant growth over the past few years. Nvidia's stock price has climbed over ...

TSMC is scrambling to expand and outsource its advanced CoWoS packaging as soaring AI chip demand overwhelms its capacity.

US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips ...

NVIDIA is TSMC's first customer for its next-gen A16 process node (1.6nm), with volume production in 2027 in Taiwan, Apple ...