Taiwan rejects US’s 40% chip supply relocation goal, calls it ‘impossible’
Taiwan has told the US that its plan of relocating nearly 40% of its semiconductor supply chain to…
Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip…
‘People’s dad’ Jensen Huang praises, pushes Nvidia suppliers on mobbed Taiwan visit
By Ben Blanchard TAIPEI, Feb 1 (Reuters) – Nvidia CEO Jensen Huang praised and lightly cajoled his major…
Apple M5 Pro and M5 Max To Launch in March With New SoIC Packaging To Cut Costs
It was previously revealed in leaks that the Apple M5 Pro and M5 Max-powered MacBook Pros are expected…
Already Up Over 50% – These 2 AI Chip Stocks Are Just Getting Started
NVIDIA Corporation NVDA, a leading designer of artificial intelligence (AI) processors, and Taiwan Semiconductor Manufacturing Company Limited TSM,…
2 Trillion-Dollar Artificial Intelligence (AI) Stocks To Double Up on Right Now
According to FactSet Research, artificial intelligence (AI) developers are set to spend $500 billion on infrastructure this year.…
These 2 Stocks Will Be the Biggest Winners From $500 Billion AI Spending in 2026
Investments into AI and data centers continue to rise. Nvidia remains the dominant AI chip company, with its…
3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
Nvidia remains well-positioned to be an artificial intelligence (AI) infrastructure leader. Alphabet’s vertical integration sets it up to…
1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Before It Soars Up to 32%, According to a Wall Street Analyst
For the last three years, the S&P 500 index has generated abnormally high returns thanks to absurd levels…
TSMC Jumps on Strong Q4 as AI Chip Demand Surges
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) performed well and looked ahead. The…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
Silicon shock is the big ‘26 theme
In the early 2000s, the world of fine spirits broke. Demand for aged whiskey and fine wine exploded…