Alternative chip makers expose the contradiction in Nvidia's AI factory story: How can inference be a commodity while commanding 70% margins?

Taiwan Semiconductor Manufacturing Co. is set to inject $10 billion capital to its overseas unit to shore up its forex ...

TSMC's major chip customers are expected to upgrade to its next-gen 2nm process node in 2026, with Apple and Bitmain to be ...

TSMC's overseas unit, Taiwan Semiconductor Global, is raising $10B to manage currency risk as the Taiwan dollar strengthens ...

Nvidia stock rose 2.6% Tuesday to $147.90, its highest close since January and just shy of its record $149.43. The AI chipmaker has surged over 9% since its strong Q1 earnings report on May 28, ...

Deepu Talla, vice president of Robotics and Edge AI, NVIDIA and Ujjwal Kumar, group president of Teradyne Robotics, interview each other on the Automate 2025 trade show ...

Cathie Wood has had mixed results as an institutional investor. Whether or not you agree with her stock picks or would invest ...

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

TSMC Global Ltd., the overseas unit of Taiwan Semiconductor Manufacturing Co., said it plans to issue $10 billion of new ...

Jordan Klein, Tech Media & Telecom Analyst at Mizuho, says Nvidia remains dominant in AI chips and expects strong growth from ...

As Amazon Web Services (AWS) and Microsoft Azure became the top two players in the public cloud-computing market, Oracle was ...

Broadcom stock meanwhile got an upgrade to “buy” from “hold” by analysts at HSBC Tuesday. The bank raised its price target to $400 from $240, placing it well above the Street consensus of $294. The ...