Nvidia Could Be Joining Intel After All
Explore Intel's investment potential amid U.S. semiconductor strategies, market challenges, and a rumored AMD-TSMC joint ...
Intel Foundry Shake-Up: TSMC Proposes Shared Takeover with Chip Giants
The Taiwanese chipmaker intends to run operations of Intel’s fab division but does not want to own more than 50% of it and is ...
TSMC’s $100 billion promise to invest in the U.S. won’t shake up the chip supply chain: ‘Most of its capacity is still in Taiwan’
In recent days, Taiwan's government and TSMC have come out to say that the chipmaker's decision was not due to Washington ...
Nvidia: Not Yet A Buy, Here's What To Wait For
Explore Nvidia Corporation's growth potential with strong RPO, attractive valuations, and TSMC benefits. Click for my NVDA ...
Meta partners with TSMC to test its first homegrown AI training chips
Meta Platforms Inc. is forging ahead with its plans to reduce its reliance on Nvidia Corp.’s graphics processing units, and ...
Meta Is Ready to Rock Nvidia’s Boat With Its In-House AI Chip
One of the sources said Meta’s new training chip is a dedicated accelerator, meaning it is designed to handle only ...
TSMC’s Sales Quicken in First Two Months in Upbeat Note for AI
Taiwan Semiconductor Manufacturing Co.’s revenue climbed 39% in the first two months, quickening from 2024 in a sign of ...
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TSMC’s revenue surges 39% in early 2025, fueled by AI chip demand
Taiwan Semiconductor Manufacturing Co. (TSMC) showed a very strong 39% revenue growth for the first two months of 2025, reinforcing demand for Nvidia Corp. AI chips.