The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...

If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...

Nvidia has leapt from bringing to TSMC less than half the revenue of Apple in 2024, to now overtaking Apple's previously ...

Nvidia's earnings and stock price have soared in recent years.

Nvidia has overtaken Apple as TSMC’s largest customer, signaling how AI chip demand is reshaping the global semiconductor industry.

Nvidia is now outspending Apple at TSMC. Intel may benefit the most from the shift.

Nvidia CEO Jensen Huang has added fresh fuel to the ongoing “AI is reshaping everything” narrative by stating that Nvidia is ...

The AI chip supply bottleneck is shifting power dynamics. TSMC is running out of capacity, prompting Intel's re-entry into ...

Taiwan Semiconductor Manufacturing Co. is outperforming Nvidia early in 2026 after a blowout earnings report, signaling a ...

Huang made the remark about TSMC during an interview on the A Bit Personal with Jodi Shelton podcast. When the host referred to TSMC founder Morris ...

Nvidia's chip manufacturer Taiwan Semiconductor Manufacturing Company (TSMC) posted a strong forecast for AI revenue growth ...

NVIDIA's new N1X and N1 gaming laptop processors now expected in Q2 2026: Arm-based chips will fight x86 chips, with GeForce ...