Keywords: AI chip demand


Nvidia shares drop amid TurboQuant fears and lawsuit pressure

Nvidia shares fell about 4% Thursday as investors reacted to competitive, legal and regulatory challenges facing the AI chip leader. Google unveiled TurboQuant this week, an algorithm that cuts AI memory use by up to six times and boosts H100 inference speed by eight times without accuracy loss. Set......

Nvidia's record quarter fails to excite Wall Street

Nvidia reported another blockbuster set of quarterly results, yet investors responded with striking restraint as the stock barely moved despite a clean beat on both earnings and guidance. The muted reaction underlined how fully the company’s dominance in artificial intelligence hardware is already......

TSMC posts record January revenue as US weighs tariff exemptions

Shares in Taiwan Semiconductor Manufacturing Company rose sharply after the world’s largest contract chipmaker reported record revenue for January and as reports suggested the United States is considering tariff exemptions tied to investment commitments by the company. Investor optimism was also......

Nvidia weighs expanding H200 output as China rushes to secure AI chips

Nvidia is considering ramping up production of its H200 artificial intelligence chips after seeing a surge in orders from Chinese technology companies. The U.S. chipmaker informed clients that requests have exceeded its current supply, following Washington’s decision to permit exports of the processors......

TSMC accelerates expansion as soaring AI chip demand overwhelms its packaging capacity

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, faces an unprecedented surge in demand for its advanced packaging technology as global tech giants race to power artificial intelligence applications. The company’s proprietary Chip-on-Wafer-on-Substrate......

TSMC to boost Taiwan’s semiconductor leadership with three new 2-nanometer fabs

Taiwan Semiconductor Manufacturing Company (TSMC) is set to significantly expand its 2-nanometer chip manufacturing capacity by constructing three additional fabs in Taiwan’s Southern Science Park. This ambitious expansion will increase TSMC’s total 2nm fab count in Taiwan from seven to ten,......

TSMC accelerates production and expands capacity to meet unprecedented AI chip demand

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest chipmaker, is intensifying its production to meet soaring demand for artificial intelligence (AI) chips. Operating around the clock, TSMC is rapidly scaling its advanced technology offerings, including the 2-nanometer (nm) process......

Nvidia CEO praises TSMC as demand for Blackwell chips surges

Nvidia's CEO, Jensen Huang, made an emotional return to Taiwan over the weekend, marking his fourth visit this year. Speaking at Taiwan Semiconductor Manufacturing Co.’s (TSMC) annual sports day in Hsinchu, Huang delivered a heartfelt speech in Mandarin, acknowledging the critical role TSMC......