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 $11 billion to a tech gold rush centered around Nvidia’s AI chips. Blackstone, Pimco, Carlyle, and BlackRock have fueled this new debt market, lending massive sums to “neocloud” firms like CoreWeave,
Business Insider on MSN5h
TSMC is reportedly suspending production of advanced AI chips for Chinese firms
TSMC told customers that starting Monday ... which are leading China's efforts to create a domestic alternative to the US's ...
tom's Hardware on MSN1d
TSMC founder once asked Nvidia CEO Jensen to be TSMC's CEO — upcoming Morris Chang biography shares the details
Morris Chang once asked Nvidia's Jensen Huang whether he was interested in becoming CEO of TSMC, but he was not, according to ...
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NVIDIA Stock Rallies to Record High After Dow Entry, Retail Sentiment Cools from Peak Levels
NVIDIA Corp. ($NVDA) hit a new all-time high on Friday after joining the Dow Jones Industrial Average ($DJIA), replacing ...
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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 ...
TSMC will stop making 7 nm chips for Chinese customers
TSMC, the world’s largest contract chipmaker ... The US has barred American companies like Nvidia from shipping cutting-edge processors to China and also created an extensive export control system ...
TSMC to continue US investment plan after Trump’s election despite his stance against Chips act
Trump has criticised the Chips Act calling it a misguided giveaway to wealthy corporations. He has argued tariffs would have ...
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 ...
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 ...
New York Post on MSN6d
Nvidia replacing fallen icon in Dow stock index after 25-year run
Nvidia has emerged as a cornerstone of the global semiconductor industry, and shares have risen more than two-fold this year ...
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 ...