Chip investing has become a huge part of many investors' portfolios, whether they understand it or not. Chips are in nearly ...
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company's ...
Nvidia's foundry partner TSMC reported a nice jump in sales for January 2025. TSMC expects to increase its advanced chip packaging capacity substantially this year, and that bodes well for ...
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC. Warren Buffett Owns 1 Vanguard Index Fund, and It Could Soar 147%, According to a ...
Alphabet CEO Sundar Pichai also told investors on the company’s earnings call that the tech giant intends to continue its “strong relationship” with Nvidia. Alphabet said Tuesday that it ...
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