Nvidia, AI and TSMC

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.
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.
Chip fever has created an $11 billion debt market backed by Nvidia's AI-enabling GPUs
Wall Street firms are loaning billions to a handful of tech companies that have used Nvidia's AI-enabling chips as collateral, the FT reported.
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.
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 founder once asked Nvidia CEO Jensen to be TSMC's CEO — upcoming Morris Chang biography shares the details
Morris Chang once asked Nvidia's Jensen Huang whether he was interested in becoming CEO of TSMC, but he was not, according to ...
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US President Biden, President-elect Trump could BOTH visit TSMC's Arizona fab opening ceremony
US President Biden and President-elect Trump are rumored to BOTH attend TSMC's Arizona fab opening ceremony in December, with ...
US investment plan is unchanged after election results, says Taiwan's TSMC
TSMC, the world's largest contract chipmaker and a major supplier to companies including Apple and Nvidia , is investing $65 ...
Nvidia and Google stock rise while Meta and TSMC fall after Trump's election win
A majority of Big Tech stocks were on the rise Wednesday after former President Donald Trump won his reelection bid against ...
TSMC Just Scored a Big Win: Time to Buy the AI Stock?
The company dominates the market in third-party chip manufacturing with an estimated market share of 62% -- and around 90% ...
Nvidia: King Of AI Getting Pumped Up For More
Therefore, Nvidia must broaden its AI growth prospects beyond the hyperscaler market into other verticals, potentially ...
SK chief vows to tackle AI bottleneck along with Nvidia, TSMC
SK Group Chairman Chey Tae-won renewed his commitment to building a robust artificial intelligence ecosystem and vowed to ...
Taiwan’s chipmaker TSMC says US investment plan unchanged after Trump’s election
TSMC is poised to receive its final award from the Chips and Science Act, a Biden initiative that Trump has described as 'so ...
Taiwan's TSMC says US investment plan is unchanged after election
Chipmaker TSMC's investment plan in the United States remains unchanged, the company said, responding to a question on the ...
Nvidia Supplier TSMC To Double Advanced Chip Packaging Capacity As AI Demand From Microsoft, Amazon Soars
Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) is set to double its production capacity for advanced packaging, a move driven ...