TSMC Profit Surges. Why the Nvidia Supplier Is Shrugging Off Curbs on AI Chip Exports.
Taiwan Semiconductor Manufacturing reported a 57% rise in profit on strong demand for hardware to power AI systems.
China’s memory breakthrough and Apple’s first US chips
China’s global market share for memory chips has surged from zero to 5 per cent in just five years despite US restrictions and is on course to climb to 10 per cent this year, which would put pressure ...
Nvidia's Blackwell lineup suggests less demand for TSMC's CoWoS-S: Kuo
Nvidia's ( NASDAQ: NVDA) latest Blackwell lineup suggests it will reduce demand for CoWoS-S from Taiwan Semiconductor Manufacturing Company ( NYSE: TSM) for at least the next year based on design ...