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Chip Stocks Rally
What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.
Chip Stocks Rally as TSMC Earnings Point To Strong AI Demand
Key Takeaways Chip stocks rose Thursday after the world’s largest contract chipmaker, Taiwan Semiconductor Manufacturing Co., reinvigorated Wall Street’s AI enthusiasm. Better-than-expected quarterly results and a rosy financial outlook powered its shares higher,
TSMC Stock Gains on Earnings Beat. There’s Nothing Wrong With AI Chips.
Taiwan Semiconductor Manufacturing stock was rising after the company posted a big jump in profit and sales for the third quarter, beating analysts’ estimates. It’s a sign of strong demand for artificial-intelligence chips.
2d
on MSN
US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American ...
1d
on MSN
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
2d
on MSN
Amazon, Databricks Strike Five-Year Deal Around AI Chips
Databricks will tap Amazon’s Trainium chips to power services for building AI systems, a move that could cut costs for ...
Digi Times
2h
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server ...
NextBigFuture
2h
Meta, Microsoft and OpenAI Were Getting Nvidia Chips Sooner But xAI Completed Faster
AI completed its 100,000 Nvidia H100 AI data center before Meta and OpenAI despite the Meta and OpenAI getting chips ...
CRN
14h
Outrun By Nvidia, Intel Pitches Gaudi 3 Chips For Cost-Effective AI Systems
In the face of Nvidia’s AI chip dominance, Intel executives explain why they believe the Gaudi 3 accelerator chip will find a ...
3d
on MSN
AMD says new AI chips will be out soon and can outperform Nvidia
Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100 ...
10m
TSMC Shares Rise on Record Results, Strong Outlook Amid AI Boom
TSMC's high-performance computing segment, which includes AI chips, made up 51% of overall revenue in the third quarter. The company expects its revenue from AI-related servers and processors to ...
19h
on MSN
AMD debuts new Pensando chips and networking technology to advance AI performance
When you buy through links on our articles, Future and its syndication partners may earn a commission.
ReadWrite
1d
US ‘weighing up capping exports of AI chips’
The United States is reported to be weighing up a new approach to its exports of AI chips, including from the likes of ...
3d
US mulls capping Nvidia AI chips exports to some countries, Bloomberg News reports
U.S. officials have discussed limiting sales of advanced AI chips from Nvidia and other American companies on a ...
10h
on MSN
Nvidia Stock Hits Another Record High as AI Chip Excitement Returns
Nvidia shares hit another record high Thursday as concerns earlier this week about a softening in the semiconductor market ...
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TSMC
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AMD
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