Explore how Trump's trade policies and Nvidia's $500B AI investment are reshaping manufacturing while TSMC navigates risks.

With reciprocal tariffs on imported semiconductors set to take effect soon, both NVIDIA and AMD are embracing manufacturing ...

Just one day after the US banned exports of Nvidia's H20 AI chip to China, Huawei launched its Ascend 920 on April 10. Slated ...

In the trailing twelve months, TSMC has brought 41.6 percent of revenues to the bottom line, which is second only to the 55.8 percent of revenues that is dropping down to net income at Nvidia, the ...

Nvidia (NASDAQ: NVDA) announced plans to manufacture AI supercomputers entirely in the U.S. for the first time, marking a ...

What Happened: During TSMC’s first-quarter earnings call on Thursday, Bruce Lu from Goldman Sachs asked about how ongoing geopolitical risks, such as the restrictions on Nvidia's H20 ...

Now, it looks like Nvidia will tap TSMC's 3nm process node to manufacture its next-generation Rubin graphics processing units (GPUs). Looking ahead, TSMC is looking to push the envelope further in ...

Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest ...

TSMC dominates the global foundry market with ... but in the chip design industry: Nvidia (NVDA) and AMD (AMD) are trading at price-to-earnings ratios, also on a forward FY 2026 basis, of 18.3X ...

And U.S. export controls on chips for China - including a decision to curb sales of a key Nvidia product. But analysts have said that TSMC is in the strongest position among rivals to pass on any ...

As the world's largest contract chip manufacturer, TSMC has consistently benefited from the AI boom as it produces advanced processors for clients such American chip designer Nvidia. However ...