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Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
Nvidia stock was gaining with the chip sector in general being boosted by consensus-beating earnings from Taiwan ...
TSMC has for decades provided a “Silicon Shield” to its namesake island. Now it sees both business and geopolitical reasons ...
Taiwan-based TSMC, the world's largest computer chip maker, says it plans to increase its capital spending by nearly 40% this year after it reported a 35% jump in its net profit for the latest quarter ...
ASML hits $500B valuation as TSMC raises capital spending, fueling semiconductor equipment growth amid booming AI chip demand ...
Apple is once again rumored to be in talks with Intel over chip manufacturing, as the iPhone maker looks to diversify its ...
Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand, per a new report.
Companies that provide picks and shovels for the artificial-intelligence boom jumped after record earnings from Taiwan Semiconductor Manufacturing Co. suggested that the AI rally still has room to run ...
Last November, during one of Nvidia CEO Jensen Huang’s five visits to Taiwan last year, he and CC Wei, CEO of Taiwan ...
John Ruwitch/NPR HSINCHU, Taiwan - Silicon Valley may be the heart of global tech, but its pulse depends on a special kind of lifeblood — high-end microchips — many of which flow out of a science park ...
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