Taiwan Semiconductor Manufacturing Company's growth hasn't slowed. AI demand is outpacing packaging capacity, creating an ...
It will spend around $41bn on capital expenditures this year, of which more than two-thirds is allocated to the types of ...
TSMC is the world’s largest and most advanced contract chipmaker. ASML provides the lithography tools that enable TSMC to ...
Elon Musk has reportedly 'doubled down' on his semiconductor foundry ambitions, as Samsung and TSMC are taking 'too much' time, he needs billions of chips.
Elon Musk claims Tesla may need 100 – 200 billion AI chips per year, a volume far beyond what TSMC and Samsung can supply, ...
The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the ...
The artificial intelligence (AI) boom is alive and investors need to understand that this is a long-term trend, and that any ...
Nvidia's advantage is that it is much more than a hardware company. Almost all early AI code was written on its CUDA software ...
As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute ...
Nvidia CEO Jensen Huang declared TSMC indispensable to his company's success during a recent Taiwan visit, stating 'No TSMC, ...
That company is my top AI stock pick for 2026, and it may come as a slight surprise.
Elon Musk says Tesla is pressuring chipmakers TSMC and Samsung to drastically speed up production of its next-generation AI ...