U.S. chip stocks rally as TSMC's AI-backed outlook impresses investors
Taiwan Semiconductor Manufacturing Co, the world's largest contract chipmaker, raised its expectation for annual revenue ...
Billionaire Philippe Laffont Continues to Buy This Artificial Intelligence (AI) Semiconductor Company (Hint: Not Nvidia)
Philippe Laffont's hedge fund, Coatue Management, has been scooping up shares of Taiwan Semiconductor for several consecutive ...
Nvidia Stock Investors Got Fantastic News From TSMC
In today's video, I discuss Taiwan Semiconductor Manufacturing (NYSE: TSM) and why Nvidia (NASDAQ: NVDA) stock investors ...
CRN30m
Outrun By Nvidia, Intel Pitches Gaudi 3 Chips For Cost-Effective AI Systems
In the face of Nvidia’s AI chip dominance, Intel executives explain why they believe the Gaudi 3 accelerator chip will find a big market with businesses who want cost-effective AI systems and open ...
TSMC Tops Expectations and Exudes Confidence in Artificial Intelligence Demand
Currency risk is limited as most transactions are made in US dollars. Intellectual property theft is a major risk. The most high-profile incident was TSMC’s settlement with SMIC, in which the firm ...
Intel, AMD Stocks Rise. The Reason Why Chip Makers Are Breathing a Sigh of Relief.
Chip maker TSMC posted an earnings beat on Thursday, reassuring investors who were worried that the AI boom could be about to ...