TSMC's dominance in AI chip manufacturing has propelled a highly lucrative and successful partnership with Nvidia. Read why I ...

Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots recall movement ...

Congress has approved billions to incentivize the Taiwan-based company to build factories in the U.S.

Nvidia is ramping up supply for its AI chips and systems, but the prosperity doesn't appear to be trickling down to TSMC just yet. The problem is that TSMC has other customers that are still in a ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), also known as 'TSMC,' is NVIDIA Corporation's contract manufacturer.With a 60% share of the global semiconductor market and a 90% ...

Figure 1 CoWoS-L marks a significant advancement over CoWoS-S in terms of performance and efficiency for AI and HPC applications. Source: TSMC Huang also told Taiwanese reporters that Nvidia is still ...

TSMC's impressive third-quarter performance in 2024 has captivated the global market, ... TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei. Monica Chen, Hsinchu; ...

TSMC CEO C.C. Wei called Nvidia CEO Jensen Huang the "three trillion guy." Sam Yeh/AFP/Getty Images, Slaven Vlasic/Getty Images for The New York Times 2024-06-10T06:49:10Z ...

Several artificial intelligence (AI) chip stocks are seeing broad sell-offs in Monday's trading. Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM) and Micron (NASDAQ: MU) are among ...

TSMC's U.S.-listed shares have doubled this year, while Nvidia has surged 180%, as investors pour billions of dollars into chip stocks amid Wall Street's booming picks-and-shovels trade.

Therefore, TSMC's stock could climb a lot higher over the next few years, but it probably won't match Nvidia's growth trajectory. TSMC and Nvidia are both great long-term plays on the ...

In the first quarter of 2024, TSMC generated 46% of its revenue from the high-performance computing (HPC) market, which includes CPUs and GPUs for customers like Nvidia and AMD, and another 38% of ...