16don MSN
Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
The world's most advanced chip foundry just provided the most convincing evidence to date that AI implementation is ongoing.
NVIDIA CEO Jensen Huang says TSMC needs to double production over the next 10 years... just to meet current NVIDIA demand, as ...
NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure ...
Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than ...
NVIDIA CEO Jensen Huang publicly talks about its new N1X/N1 processor, a joint project with MediaTek for a system-on-a-chip ...
NVIDIA CEO Jensen Huang warns that booming AI demand could force TSMC to more than double its chipmaking capacity over the next decade.
Nvidia stock is now hovering near its highest levels this year so far.
Nvidia beats Apple to become chipmaker TSMC's biggest customer, and I'm not sure that's a good thing
In case it wasn't already abundantly clear, Nvidia is doing pretty well right now, thanks mainly to demand for its AI processors. However, the true scale of its might has been made even more ...
Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...
Stocktwits on MSN
Why is TSMC stock up in premarket today?
TSMC reported 37% growth in January sales, signaling robust demand from top chip customers. ・TSMC stock has gained 12% in the ...
Apple has lost its long-held position as TSMC's largest customer in 2026 amid surging demand for AI chips, CNBC reports. Nvidia is expected to overtake Apple as the single largest source of revenue ...
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