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TSMC's fundamentals remain strong despite recent tariffs and geopolitical uncertainties, with a forward PE of less than 16 ...
Taiwan Semiconductor Manufacturing Co. listed the challenges of ensuring export control compliance by its customers, months ...
In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates affecting the semiconductor market. To learn more, check ...
According to research from Greenpeace East Asia, electricity consumption linked to AI hardware manufacturing increased by ...
Led by Jensen Huang, dubbed the 'Taylor Swift of tech', the chip giant has become pivotal in the race for AI supremacy.
The potential venture could involve TSMC taking a 20% stake and providing manufacturing expertise to Intel. Both companies have significant operations in Arizona, making the state a potential ...
Explore how Trump's trade policies and Nvidia's $500B AI investment are reshaping manufacturing while TSMC navigates risks.
Nvidia says it's now making AI chips featuring better performance and reduced energy use at the Taiwan Semiconductor ...
Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...
US government restrictions on Nvidia chips and ASML's disappointing report have caused a staggering $155 billion drop in ...
With the stock market ping-ponging from the constant shift in the Trump administration's proposed tariffs and trade policy, ...
Nvidia's announcement brings Big Tech’s investment pledges to US AI infrastructure to just north of $1.6 trillion since Trump ...