Taiwan, the home of semiconductor giant TSMC, is considering a shift in its stance on nuclear energy due to the soaring demand for power to fuel the AI boom. Facing potential power shortages, the government is exploring the use of advanced nuclear technologies to meet the increasing energy needs of its key industries.
Apple is gearing up to unveil its new M4 family of processors, powering a range of devices from MacBook Pros to Mac minis. These powerful chips, built on TSMC’s cutting-edge 3nm process node, are expected to drive significant growth for the Taiwanese semiconductor giant and fuel a tech-driven holiday season.
NVIDIA’s new Blackwell AI GPUs are facing production issues, potentially pushing them to Samsung for manufacturing its upcoming GeForce RTX 50 series GPUs. The issues stem from Blackwell’s performance in high-voltage environments, leading to a blame game between NVIDIA and TSMC. While a shift to Samsung might offer cost savings, NVIDIA’s past experience with Samsung’s fabrication for the RTX 30 series raises concerns. The implications for RTX 50 series availability and NVIDIA’s future strategies are significant.
The U.S. Commerce Department is investigating Taiwan Semiconductor Manufacturing Company (TSMC) for potential violations of sanctions related to supplying chips to Huawei. This investigation could disrupt TSMC’s production of chips for Apple’s iPhone and Mac devices, potentially forcing Apple to seek alternative chip partners.
Despite recent concerns about a potential slowdown in the AI market, Gene Munster, a prominent tech analyst, remains bullish, citing TSMC’s strong Q3 performance as evidence. TSMC’s robust demand for AI chips and exceeding revenue expectations reinforce the strength of the AI market.
U.S. markets closed with mixed results on Thursday, with the Dow Jones Industrial Average gaining 0.4%, the S&P 500 holding steady, and the Nasdaq edging up slightly. This report highlights key stocks that captured investors’ attention, including Netflix, TSMC, American Express, Moderna, and Tesla.
Marvell Technology Inc (MRVL) shares jumped in pre-market trading following Taiwan Semiconductor Manufacturing Company’s (TSMC) impressive quarterly earnings report. The report highlighted strong demand for advanced chips, particularly in AI and data processing, which benefits Marvell’s data infrastructure semiconductor solutions. We analyze Marvell’s growth prospects, key financial metrics, and whether the stock is a good buy for investors.
Taiwan Semiconductor Manufacturing Company (TSMC) shares surged in pre-market trading following better-than-expected third-quarter earnings. Meanwhile, several other stocks experienced significant price fluctuations, some continuing their recent rallies while others saw sharp declines.
Taiwan Semiconductor Manufacturing Company (TSMC) exceeded revenue and earnings expectations in the third quarter, driven by strong demand for advanced chips used in smartphones and AI applications. This positive news boosted the semiconductor sector, with Nvidia, AMD, Micron, and other chipmakers seeing significant gains. TSMC’s strong guidance for the fourth quarter also eased investor concerns about an AI bubble.
Taiwan Semiconductor Manufacturing Company (TSMC) announced robust third-quarter earnings, surpassing expectations driven by strong demand for its advanced processor technologies used in artificial intelligence applications. The company, which supplies chips to global giants like Nvidia and Apple, saw revenue surge by 39% year-over-year and net income climb by 54.2%. This growth is attributed to the increasing adoption of TSMC’s advanced 3nm, 5nm, and 7nm technologies, fueling the AI boom.
