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NVIDIA's new B300 AI chip production has reportedly been pulled forward to May: will use TSMC 5nm process (N4P) and CoWoS-L ...
Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years.
May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI ...
TSMC operates as the backbone of the semiconductor industry, serving as the primary manufacturer of chips for companies like Nvidia, Apple, and Broadcom. Unlike Nvidia, which focuses on designing and ...
Intel Foundry is reportedly in discussions with US tech giants NVIDIA, Google, and Microsoft to make chips on its new Intel ...
Taiwan Semiconductor Manufacturing Co.’s revenue jumped 48% in April, underscoring how electronics firms scrambled to acquire ...
TSMC shattered its previous records in April as customers rushed to lock in chip orders ahead of looming US tariffs.
Nvidia has brought some of its chip production stateside. On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within ...
Nvidia may be the darling of the chip space right now, but another company could be better-positioned for long-term growth.
Taiwan Semiconductor Manufacturing marks another milestone as it breaks ground on third Phoenix factory with Commerce ...
Nvidia's financial health is robust, with consistent earnings beats, strong revenue growth, and significant stock buybacks.
In October 2022 the Biden administration barred sales to China of American chips that exceed a threshold on both fronts.