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TSM News30 articles
Nvidia's AI Momentum Tempered by Supply and China Concerns
Nvidia's stock remains 17% below its 52-week high as investors weigh robust AI demand against persistent supply chain bottlenecks and geopolitical risks in China.
Intel Secures Key AI Server Role in Nvidia's Rubin Platform
Intel has landed a design win to supply host CPUs for Nvidia's upcoming DGX Rubin NVL8 AI server systems, scheduled for launch in the second half of 2026. The deal positions Intel within Nvidia's expanding AI hardware ecosystem as inference workloads grow.
Intel Gains on New Desktop Chip Launch, AI and Foundry Challenges Loom
Intel shares advanced 2.5% in early trading following the launch of its new Core Ultra desktop processors, though the company continues to face scrutiny over AI-server chip supply and its contract manufacturing ambitions.
Intel Debuts New Edge AI Chips Amid Strategic Restructuring
Intel unveiled its Core Series 2 edge AI processors for industrial systems and a healthcare AI suite at Embedded World, aiming for deterministic performance in factories and patient monitoring.
Intel Debuts Edge AI Processors Amid Turnaround Push
Intel unveiled new processors for edge AI applications in industrial and medical systems at Embedded World, with systems shipping now and a healthcare software suite set for Q2 release. The company asserts its chips outperform AMD's Ryzen 7 9700X in latency tests.
Intel Invests $1.4B in Ohio Chip Plant, Maintains 2030-2031 Timeline
Intel has disclosed a $1.4 billion investment in its Ohio chip manufacturing site for 2025 and states it does not anticipate additional project delays. The company maintains its target to begin operations between 2030 and 2031.
Nvidia's 3% Drop Sets Stage for Key Inflation, TSMC Data and GTC Conference
Nvidia shares declined 3% Friday as rising oil prices and a soft jobs report pressured growth stocks. The focus shifts to upcoming U.S. inflation data, TSMC's monthly sales, and Nvidia's GTC developer conference.
Taiwan Market Plunges on Geopolitical Jitters, Foreign Exodus
Taiwan's stock market suffered a severe weekly decline, with the TAIEX dropping over 1,800 points as foreign capital fled and chip stocks like TSMC tumbled on Middle East conflict and inflation concerns.
Intel Under Fire From Senators Over Chinese-Linked Supplier Tests
Intel faces a bipartisan Senate inquiry over its testing of equipment from ACM Research, a firm with significant Chinese ties and clients on U.S. sanctions lists. The scrutiny comes as Intel weighs opening its advanced 18A manufacturing process to external customers.
Nvidia Reallocates TSMC Production from China-Bound H200 to Vera Rubin AI Chips
Nvidia has stopped manufacturing its H200 AI processors for the Chinese market and redirected that TSMC production capacity toward its upcoming Vera Rubin chips, according to a Financial Times report. The move follows ongoing U.S. export restrictions blocking H200 shipments to China.
Nvidia Reallocates TSMC Capacity from China-Bound H200 to Vera Rubin AI Platform
Nvidia has reportedly stopped manufacturing its H200 AI chips for the Chinese market, reallocating Taiwan Semiconductor Manufacturing Co. capacity to its next-generation Vera Rubin platform. The company holds U.S. licenses for limited H200 shipments to China, but no sales have occurred.
Intel Considers Opening 18A Chip Process to External Foundry Clients
Intel's CEO is reconsidering making the advanced 18A chipmaking process available to external foundry clients, a strategic shift that sent shares higher. The announcement coincides with a planned board leadership transition.
Intel Stock Rises on Board Chair Transition and Infosys AI Alliance
Intel's stock climbed 4.6% to $45.08 following news of board chair Frank Yeary's planned retirement and an expanded AI collaboration with Infosys aimed at accelerating enterprise adoption.
Intel Board Chair Exits as CEO Tan Drives Foundry Turnaround
Intel's board chair Frank Yeary will retire after the May 13 annual meeting, with director Craig Barratt taking over. The leadership change comes as CEO Lip-Bu Tan executes a manufacturing-focused turnaround.
Intel Shares Tumble Amid Oil Price Surge, Tech Sector Under Pressure
Intel shares dropped 4.8% to $43.34 Tuesday as escalating oil prices and geopolitical concerns triggered a risk-off move across technology stocks. The decline occurred despite new AI-6G partnership announcements at Mobile World Congress.
Nvidia Shares Slide Amid Tech Rout, $4B Optics Investment
Nvidia shares declined over 2% in early trading, caught in a wider technology sector downturn. The chipmaker announced multiyear agreements to invest $2 billion each in optics companies Lumentum and Coherent.
ASML Expands AI Focus Beyond EUV to Advanced Chip Packaging
ASML is researching advanced packaging tools for AI semiconductors, aiming to move beyond its EUV lithography dominance. The company's shares have surged over 30% in 2026, valuing it at approximately $560 billion.
ASML Targets AI Chip Packaging in Strategic Expansion Beyond EUV
ASML is researching advanced packaging equipment for AI chips, aiming to diversify beyond its core EUV lithography business. The company's stock has climbed more than 30% in 2024, valuing it near $560 billion.
Taiwan's Taiex Eyes U.S. Data After Holiday, AI Stocks in Focus
Taiwan's stock market reopens with the Taiex at elevated levels, driven by chip and AI stocks. Early-week sentiment hinges on key U.S. economic data.
TSMC in Focus as Taiwan Markets Reopen, Nvidia Earnings Loom
Taiwan's stock market resumes trading on February 23 after the Lunar New Year holiday, with TSMC shares in focus ahead of Nvidia's quarterly results and key U.S. inflation data.
Broadcom's AI Margin Pressure in Focus Ahead of Q1 Report
Broadcom shares fell 1.81% to $325.17 Friday, underperforming the semiconductor sector. The company reports fiscal first-quarter results March 4, with AI-related margin pressure a key concern.
Nvidia Gains on Samsung HBM4 Shipments Amid China Export Scrutiny
Nvidia shares advanced in premarket trading following Samsung's initial shipments of next-generation HBM4 memory, a critical component for AI accelerators. The company continues to navigate strict U.S. export controls on chip sales to China.
Cisco Shares Dip Before Earnings as AI Chip Launch Intensifies Competition
Cisco Systems stock declined slightly ahead of its quarterly results, with investors focused on AI networking demand and the company's new chip challenging Nvidia and Broadcom.
Broadcom Shares Slide Amid Cisco AI Chip Launch and Sector Downgrade
Broadcom stock declined 1% as Cisco unveiled new AI networking hardware, intensifying competition. UBS downgraded the broader tech sector while maintaining a Buy rating on Broadcom.
Cisco Gains on AI Networking Chip Launch Ahead of Quarterly Results
Cisco shares advanced after unveiling its Silicon One G300 AI networking chip, targeting data center infrastructure. Investors now await the company's quarterly earnings report later this week.
Intel Shares Drop 3% Amid Retail Data, Tariff Uncertainty; Traders Eye Economic Reports
Intel stock fell over 3% in morning trading following disappointing U.S. retail sales figures and reports of potential tariff exemptions for major tech firms. Investors are shifting focus to upcoming jobs and inflation data.
AMD Stock Steady Near $216 Amid Tariff Exemption Reports and Economic Data Watch
AMD shares showed minimal movement as reports surfaced about potential AI data center exemptions from upcoming U.S. chip tariffs. Investors are also awaiting key jobs and inflation data this week.
Cisco's AI Networking Push Pressures Broadcom Shares
Broadcom stock dipped slightly in early trading as Cisco unveiled new data center chips targeting the AI infrastructure market, intensifying competition.
Nvidia Gains on Tariff Exemption Reports, TSMC Revenue Surge
Nvidia shares advanced amid reports of potential U.S. tariff exemptions for major AI data-center buyers. Key supplier TSMC posted a 19.8% monthly revenue jump, boosting semiconductor sentiment.
Nvidia Gains on Tariff Exemption Reports for Big Tech AI Data Centers
Nvidia shares advanced in premarket trading following reports the U.S. may exempt major tech firms from new AI chip tariffs. Investors also await key inflation data and the company's upcoming earnings.