Samsung Claims Lead in Race to Ship AI Chips to Nvidia
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
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…
Here’s Why Taiwan Semiconductor Manufacturing Holds the Keys to AI’s Explosive Growth
Taiwan Semiconductor Manufacturing (TSM) controls advanced packaging capacity that determines which AI chipmakers can scale production. Google reportedly…
Palantir Billionaire Peter Thiel Sells Nvidia and Buys an AI Stock Up 476,900% Since Its IPO
Thiel Macro, a hedge fund led by billionaire Peter Thiel, sold its entire stake in Nvidia during the…