In 2024, semiconductor leaders Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor (NASDAQ:TSM) saw incredible gains, as investors ...

Citi analyst Chia Yi Chen also concluded that TSMC's chip on a wafer substrate output will double by 2025, with Nvidia's ...

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor ...

Nvidia's market position and AI leadership support strong growth. Read why NVDA stock’s strong buy rating and $200 target are ...

Phillip Securities highlights that Nvidia's fiscal Q3 2025 results were in line with the firm's expectations, with revenue ...

TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry ...

A wave of disruptions is reshaping the global semiconductor landscape in late 2024, as TSMC recalibrates its expansion plans ...

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TSMC, a critical Nvidia partner, is set to benefit significantly, according to Citi. They state that TSMC’s AI-related ...

NVIDIA's Q3 earnings were extraordinary, driven by AI and accelerated computing demand. Learn more about the market in general and my strategy for next year.

Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, and said supply chain constraints would lead to ...

And while chip designers like Nvidia and AMD are not direct CHIPS Act funding recipients, they hold an interest in shifting manufacturing dependence on TSMC in case of any geopolitical conflicts ...