AI Honeymoon Is Over for Chip Equipment Industry
Taiwan Semiconductor Manufacturing Co. posted strong third-quarter results Thursday and said it expects revenue from “server ...
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 ...
TSMC stock rallies on upbeat Q3 earnings fueled by strong AI chip demand
"Robust AI-related demand" led to strong Q3 earnings for the Taiwanese chipmaker that is building out a huge complex in ...
Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand
AI chip giant Nvidia (NVDA.O), which had briefly surpassed Apple as the world's most valuable company the previous day, ...
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
White House considers expanding Nvidia’s and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian ...
Chip Stocks Fall While Energy For AI Moves Into Spotlight
The big story on Tuesday was a warning from chipmaker ASML of a slower than expected recovery in some areas of the chip ...
Oct. 19 Is Almost Here. Could Nvidia's AI PC Day Be a Game-Changer for Investors?
That's why Nvidia is hosting its RTX AI PC Day this Oct. 19 and 20. The event will showcase how the company is incorporating AI and machine learning capabilities into its consumer-facing GPUs and the ...
Activist Pushes for Changes at AI Chip Investor SK Square
Activist investor Palliser Capital has built a stake in the holding company of highflying artificial-intelligence chip maker ...
AI Chip Manufacturer Breaks Out – Nvidia May Be Next, Consumer Splurges, Fed Spiked The Punch
In earnings of note, Elevance Health Inc ELV, one of the largest licensee of Blue Cross Blue Shield, reported worse than ...