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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

SiliconANGLE · 32m

TSMC, GlobalFoundries reportedly complete CHIPS Act funding negotiations

GlobalFoundries won $1.5 billion in CHIPS Act funding about two months before TSMC. The preliminary agreement that the company signed with the Commerce Department specified that the capital would be spent on three facilities in New York and Vermont.

Reuters · 19h

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 · 20h

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.

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 ...

11h

Taiwan Must Improve Its Chip Tech to Stay Ahead, TSMC’s Hou Says

Taiwan should pour more resources into advancing chip technology and expanding its supply chain expertise to maintain global ...

The Taipei Times3h

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 ...

Digi Times17h

Semiconductor industry applauds Trump's win and TSMC's future prospects

The semiconductor sector is reviewing the outcome of the US presidential election, with industry experts suggesting that a ...

'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 ...

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 ...

The Taipei Times4h

TSMC poised to get final CHIPS Act awards

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and GlobalFoundries Inc have finished negotiating binding agreements for ...

Huawei keeps trying to poach TSMC engineers by offering to triple their salaries

With its 61.7% share of the global semiconductor foundry market, TSMC is the world's most valuable semiconductor company and the largest independent semiconductor foundry. It got ...

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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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