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Nvidia to Match Apple’s Spending on TSMC as AI Drives Growth
Taiwan Semiconductor Manufacturing Company (TSMC) is poised to see a dramatic shift in its customer mix as Nvidia is set to ...
4 No-Brainer AI Chip Stocks to Buy Right Now
Spending on artificial intelligence (AI) infrastructure is set to see a big boost this year, which will undoubtedly help a number of semiconductor stocks with ties to AI chips. For example, the big ...
Chip stocks with the best momentum going into Nvidia earnings
The semiconductor market is positioned to have another "transformative year" in 2025, believes exchange-traded fund provider ...
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What changes to the CHIPS act could mean for AI growth and consumers
Even as he’s vowed to push the United States ahead in artificial intelligence research, President Donald Trump’s threats to alter federal government contracts with chipmakers and sl ...
Marvell Technology: Promising But Overvalued
Marvell Technology leads the industry in designing advanced 2nm and 3nm chips for data centers. Read why I rate MRVL stock a ...
TSMC can’t make Intel great again: There’s nothing inside such a chip deal
Can US coercion forge a deal across the Pacific that doesn’t make business sense? While the Trump administration pushes the ...
Who's a bigger customer for TSMC – Nvidia or Apple?
Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.