Who's a bigger customer for TSMC – Nvidia or Apple?
Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.
The end of an era? TSMC, Broadcom could tear apart Intel's legendary business after 57 years by separating its foundry and chip design
Broadcom and TSMC reportedly looking to chop Intel in half, with separate interests in its foundry and chip design.
TSMC can’t make Intel great again: There’s nothing inside such a chip deal
Can US coercion forge a deal across the Pacific that doesn’t make business sense? While the Trump administration pushes the ...
Chip stocks with the best momentum going into Nvidia earnings
The semiconductor market is positioned to have another "transformative year" in 2025, believes exchange-traded fund provider ...
Nvidia Stock Rises. How TSMC’s Sales Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.
TSMC reportedly eyes Intel's manufacturing plants following Trump's tariff threat, but not everybody is happy about it
Taiwanese semiconductor manufacturer TSMC is reportedly taking interest in Intel's stateside manufacturing plants claims The ...
The Next Platform4d
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. Weird deal after weird deal keeps coming out of ...
Reason3d
TSMC May Acquire Fellow CHIPS Act Beneficiary Intel
In November, the Dow Jones Industrial Average replaced Intel on its index with Nvidia, which Dow Jones officials ... The deals that Broadcom and TSMC are apparently exploring would split Intel ...
Broadcom, TSMC eye deals that would split storied chipmaker Intel: report
Broadcom has been closely examining Intel’s chip design and marketing business, while TSMC has studied controlling some or ...
3nm TSMC node, HBM, AI-focussed: No, it's not Nvidia's latest GPU but probably its worst nightmare to date
OpenAI has partnered with Broadcom to design its own AI chip in a bid for some independence from Nvidia, and it's nearly ...
The Motley Fool9d
Nvidia Stock Investors Just Got Great News From TSMC
Nvidia's foundry partner TSMC reported a nice jump in sales for January 2025. TSMC expects to increase its advanced chip packaging capacity substantially this year, and that bodes well for Nvidia.