TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.
Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
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.
The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.
I spent a week extensively testing the RTX 5080, and overall it's the best premium graphics card for most people you can get right now.
GeForce RTX 5080.The price level of $999 certainly sites better. Armed with 84 streaming multiprocessors and a total of 10,752 CUDA cores (roughly half the core count of the RTX 5090) it features a sleek two-slot design.
The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.
Nvidia's GB202 graphics processing unit has a die size of 761.56 mm^2, which makes it one of the largest GPUs for client PCs ever produced. The graphics card model it powers — the GeForce RTX 5090 — also appears among the most expensive add-in boards ever.