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Nvidia and TSMC Gain Market Value in October

TSMC To Double Production Based On Nvidia Numbers And Overall Demand

Those with a front-row seat are reporting TSMC is going to double its production capacity next year, and Nvidia is going to take more than 50% of that supply.

Reuters · 3d

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia led a surge in market value among global firms in October, buoyed by unrelenting demand for its new supercomputing artificial intelligence chips as more companies integrate AI into their daily operations.

DMR News (English) on MSN · 2d

Nvidia and TSMC Gain Market Value in October Amid AI Chip Demand

Nvidia and TSMC saw significant gains in market value in October, driven by sustained demand for artificial intelligence (AI) chips. Nvidia’s market cap surged 9.3% to $3.26 trillion, propelled by its advanced supercomputing AI chips increasingly adopted by companies to enhance operations.

Cryptopolitan on MSN · 3d

AI surge sparks $11 billion debt market as Wall Street backs Nvidia chip buyers

Wall Street giants have committed over $11 billion to a tech gold rush centered around Nvidia’s AI chips. Blackstone, Pimco, Carlyle, and BlackRock have fueled this new debt market, lending massive sums to “neocloud” firms like CoreWeave,

TSMC, GlobalFoundries Set To Win Final Chips Act Awards

Reuters · 16h

TSMC, GlobalFoundries poised to get final Chips Act awards, sources say

The notification is a sign of progress amid concern about the pace of the award rollout. TSMC, GlobalFoundries and the unidentified third company are among 21 awarded about $37 billion in preliminary agreements through the bipartisan 2022 Chips and Science ...

Bloomberg on MSN · 17h

TSMC and GlobalFoundries Finish Talks Over Chips Act Awards

Taiwan Semiconductor Manufacturing Co. and GlobalFoundries Inc. have finished negotiating binding agreements for billions of dollars in grants and loans to support US factories, people familiar with the matter said.

Datacenter Dynamics · 48m

TSMC and GlobalFoundries finalize CHIPS Act funding agreements

Two months later, TSMC was awarded $11.6 billion in CHIPS Act funding, made up of $6.6 billion in grants and an additional $5 billion in loans. The chipmaker was already constructing two plants in Arizona to produce 4nm and 3nm semiconductors but under the terms of the deal, TSMC agreed to build a third fab in the state.

Detroit News2h

Taiwan must improve its chip tech to stay ahead, TSMC’s Hou says

The self-governing island, home to the world’s biggest contract chipmaker, TSMC, lives with the constant threat of invasion ...

The Taipei Times1h

TSMC cannot make 2nm chips abroad now: MOEA

Taiwan’s technology protection rules prohibits Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) from producing 2-nanometer ...

2don MSN

Mystery Surrounds Discovery of TSMC Tech Inside Huawei AI Chips

The apparent use of TSMC circuitry, believed to have first routed through a Chinese chip firm, shows the difficulties for the ...

'A thirsty operation': TSMC plant arrives amid water doubts, but Phoenix isn't worried

TSMC's water use will not push Phoenix over the edge, but it's part of a broader set of questions around the semiconductor ...

1don MSN

Huawei reportedly tapping TSMC engineers with 3x salary offers

Huawei is reportedly trying to hire TSMC's engineers to grow its chip manufacturing business by offering mouthwatering salary ...

Chipmaker TSMC hit by Taiwan’s soaring energy prices and growing outages

Following a series of price increases, Taiwan Semiconductor Manufacturing Company now expects to pay more for power in its ...

11d

TSMC suspended shipments to China firm after chip found on Huawei processor, sources say

Taiwan Semiconductor Manufacturing Company (2330.TW) suspended shipments to China-based chip designer Sophgo after a chip it ...

TSMC Faces Operational Challenges With High Electricity Cost As Taiwan Grapples With Energy Supply Issues

Amid Taiwan’s ongoing energy transition, Taiwan Semiconductor Manufacturing Company TSM is grappling with escalating ...

Apple’s AI server hopes and TSMC’s extreme machines

Keep abreast of significant corporate, financial and political developments around the world. Stay informed and spot emerging risks and opportunities with independent global reporting, expert ...

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Nvidia and TSMC Gain Market Value in October

TSMC, GlobalFoundries Set To Win Final Chips Act Awards

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