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Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, ...
Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to ...
Nvidia said it has filed applications to resume selling H20 GPUs in China and has received assurances that licenses will be ...
Key Takeaways Nvidia and AMD lead the AI chip race with strong product demand and market growth.Alphabet and Microsoft are ...
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is the market leader in the foundry industry, with a 67.6% revenue ...
Bank of America (BofA) this week raised its price target on Microsoft Corporation (NASDAQ: MSFT) to $585 from $515 ahead of ...
NVIDIA delivered strong financial performance in Q1 2026 and maintained momentum in the AI sector, breaking record levels and ...
Using a projected currency rate of one dollar equaling 32.5 New Taiwan dollars, the midpoint implies NT$1.05 trillion in sales, versus analyst expectations of NT$927.3 billion. Taiwan Semi said the ...
TSMC reported strong second-quarter results on Thursday, with revenue reaching NT$933.79 billion ($29.1 billion), up 38.6% ...
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TSMC's 30% growth is driven by soaring AI and HPC chip demand. Click to read more on my updated look at TSM and its Q2 ...
TSMC to build 11 fabs in Taiwan to meet demand for Ai chips, driving a 30% increase in revenue this year to break through US$100bn.
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