Portfolio Manager Names TSMC, Not NVIDIA, as the Most Crucial AI-Era Company

Sygnia flags AI hyperscaler capex set to rise to $1.1 trillion in 2027, warns on depreciation risk

Semiconductor and AI Infrastructure Stocks Advance Premarket While Software Shares Decline

Why the most important company to enable AI isn't Nvidia, according to this fund manager

China's Chip Ambitions Run Into a Global Tech Wall -- WSJ

Advanced Packaging Battle Intensifies for AI Chips as TSMC's CoWoS Capacity Strained, Intel's EMIB Emerges as Potential Alternative for Google's TPU Supply

Nvidia CEO: Taiwan Is a Strategic Partner for the U.S. Because Taiwan Is Investing in the Ecosystem Manufacturing in the U.s

Nvidia CEO: We Continue to Invest Our Expertise Here in Taiwan, and Make Our Supply Chain as Resilient as Possible

The AI trade is remaking the global stock-market order

TSMC Shares Reach Record High Amid AI Infrastructure Surge Led by NVIDIA

The massive run-up in AI stocks this year may be built on a 'token mirage'

Chip Stocks Mixed as Nvidia Launches New Chip to Bring AI Directly to Personal Computers

Intel, AMD and Qualcomm Shares Sink More Than Nvidia Rises on New PC Superchip

Nvidia, TSMC use accelerated computing and AI to advance semiconductor design

Nvidia, Taiwan Semiconductor Manufacturing Deepen Partnership to Advance AI-Driven Semiconductor Production

NVIDIA's Accelerated Computing Powers TSMC's Next-Generation Fab Development, Foxconn's Medical AI Enters Clinical Use

Nvidia, TSMC expand collaboration to deploy AI, GPU computing in chip fabs

Nvidia and TSMC Bring AI Into Fabs to Advance Semiconductor Design and Manufacturing

EMERGING MARKETS-South Korea, Taiwan shares hit record highs on AI rally