Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.
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Nvidia has revealed Maxwell, Pascal, and Volta architectures are considered feature-complete and will be frozen in an upcoming CUDA release.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan, highlighted collaboration with TSMC on silicon photonics,
Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and US-based artificial intelligence (AI) chip designer Nvidia Corp have partnered with each other on silicon photonics development, Nvidia founder and CEO Jensen Huang (黃仁勳) said.
NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Meanwhile, a slew of other tech executives including Elon Musk, Jeff Bezos and Mark Zuckerberg are reportedly set to attend the events on Monday.
Kuo predicts Himax as potential supplier for Taiwan Semiconductor's Compact Universal Photonic Engine development, with revenue reaching $2.4B in 2028.