The GeForce RTX 5090, a new flagship "Blackwell" GPU for gamers, creators, and developers that NVIDIA will be launching this week to deliver what it says is a new world of AI computer graphics for $1,
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
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.
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.
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced 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.
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,