#TSMC
7 stories taggedTSMC.
Nvidia forecasts 70% revenue growth as AI chip demand outstrips supply
The company's first-ever one-year revenue forecast calmed investor nerves, but CEO Jensen Huang admits demand is already running ahead of what Nvidia can ship.
TSMC's July Sales Jump 45% as AI Chip Demand Keeps Climbing
The world's biggest chip manufacturer posted $14.5 billion in monthly revenue, putting it ahead of its own 40% annual growth target. Here is what that means for the AI spending story.
Asian Tech Stocks Slide as SK Hynix Drops Nearly 10% on AI Spending Fears
A sharp sell-off swept through Asian chip and tech stocks on Thursday, but analysts say the underlying AI investment story has not changed.
Three Harvard Dropouts Just Raised $300 Million to Build the AI Chip That Rivals Keep Calling Impossible
Etched hit a $10.3 billion valuation in seven months by betting that specialised AI chips could beat general-purpose ones on speed and cost. Here is what that means for anyone who pays to run AI.
TSMC Pours Another $100 Billion Into Arizona as AI Chip Demand Shows No Sign of Slowing
The world's most important chipmaker is doubling down on its US bet, bringing its total Arizona commitment to $265 billion and pointing squarely at AI as the reason.
Asia chip stocks tumble as AI spending fears sweep global markets
SoftBank fell nearly 9% and Japan's top chip equipment makers lost similar ground on Friday, as Wall Street's semiconductor sell-off rippled across Asia and investors asked a pointed question: is the AI building boom worth the cost?
The only company that makes AI's most important machine just raised its sales forecast again
ASML, the Dutch firm that builds the chip-printing machines the entire AI industry depends on, now expects up to 45 billion euros in sales this year. That is a huge jump from what it predicted just months ago.