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.
Can US coercion forge a deal across the Pacific that doesn’t make business sense? While the Trump administration pushes the ...
Nvidia's foundry partner TSMC reported a nice jump in sales for January 2025. TSMC expects to increase its advanced chip packaging capacity substantially this year, and that bodes well for ...
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...
Korean firms accelerate glass substrate development to challenge Nvidia, TSMC Domestic tech giants ramp up glass substrate ...
TSMC reported Q4 2024 results this month, and its guidance for 2025 points to another solid year for AI chip sales. Nvidia is one of TSMC's largest customers and has reportedly cornered a big ...
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NVIDIA Earnings: Will it Spark a Rally or Trigger a Sell-Off?NVIDIA’s earnings are just days away, and expectations are sky-high. MarketBeat analyst Thomas Hughes breaks down what’s at ...
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