The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept Silicon Valley.

No wonder OpenAI needs $500B for Stargate Americans could soon see the price of electronics skyrocket in response to a 25-100 percent tariff on computer chips promised by US President Donald Trump on Monday.

TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.

Anyone who has been around in PC gaming for a long time will know that every time a new high-end graphics card gets launched, supply is never enough to meet demand. In the case of the GeForce RTX 5090, board partner MSI says that its cards will have limited availability and it's down to an insufficient number of GB202 GPUs from Nvidia.

NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.

Meanwhile, a slew of other tech executives including Elon Musk, Jeff Bezos and Mark Zuckerberg are reportedly set to attend the events on Monday.

Introduction On January 23rd, 2025 we reviewed the NVIDIA GeForce RTX 5090 Founders Edition video card, with availability on January 30th, for a retail MSRP of $1,999. The NVIDIA GeForce RTX 5090 Founders Edition performed well,