Dan Loeb's Bet On Taiwan Semiconductor Looks Strong As Q1 Results Top Expectations Taiwan Semiconductor reported strong Q1 results with net sales of $25.53 billion, up 41.6% Y/Y, driven by demand for AI processors.
Nvidia's Jensen Huang Meets Japanese PM To Discuss AI's Growing Energy Needs Japan's AI ambitions discussed with Nvidia CEO Huang and PM Ishiba. Japan investing in advanced semiconductor tech with Softbank, TSMC, and ASML.
Taiwan Semiconductor Confronts Challenges Of US Chips Sanction On China Taiwan Semiconductor's 2024 report reveals semiconductor sanctions led to higher violations by business partners, hindering compliance efforts.
Nvidia Not Acting In US Interests, Says Chamath Palihapitiya — Questions, How Alibaba Or DeepSeek Are One Step Ahead Chamath Palihapitiya criticized Nvidia for circumventing U.S. export controls, enabling China to access advanced AI chips, and warned that the company's actions could undermine U.S. interests.
Big Questions Remain Investors can't be blamed for feeling a little better about things these days, especially when compared with where the S&P 500 was two short weeks ago. However, there are big questions that still need to be answered before one can be optimistic.
What Nvidia Stock Investors Should Know About Recent ASML and TSMC Earnings Taiwan Semiconductor Manufacturing continues to see strong demand for AI solutions.
'Headline Risk' Lurks as TSM Shines Bright on AI Demand TSM delivered strong Q1 results, driven by AI chip demand, but stock chart shows weakness. Revenue beat and strong guidance, but trade risks loom.
Strategic Reset Begins: Intel Sells Controlling Stake in Altera Intel divests its Altera majority stake to Silver Lake, focusing resources on core priorities and its ambitious foundry expansion.
TSMC Confident Amid Trump Tariff Turmoil: CEO CC Wei Says No Change In Customer Behavior Despite Nvidia H20 Chip Curbs TSMC remains confident in its business outlook, with CEO C.C. Wei reporting no change in customer behavior despite ongoing geopolitical risks, including Nvidia's H20 chip clampdown and tariff uncertainties.
Amkor Stock Under Pressure: Analyst Cuts Rating Due To Trade Policy Concerns, Slowing End Market Growth Barger's Amkor downgrade reflects reduced visibility into demand for mobile phones, automobiles, and consumer products.
Tariff Exemptions Set the Stage for a Taiwan Semiconductor Rally Taiwan Semiconductor stock might be in the clear after President Trump applied new tariff exemptions for consumer electronics and chips.
