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Chip Stocks Rally
What the roller-coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results should be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling earlier this week.
Chip Stocks Rally as TSMC Earnings Point To Strong AI Demand
Key Takeaways Chip stocks rose Thursday after the world’s largest contract chipmaker, Taiwan Semiconductor Manufacturing Co., reinvigorated Wall Street’s AI enthusiasm. Better-than-expected quarterly results and a rosy financial outlook powered its shares higher,
TSMC Stock Gains on Earnings Beat. There’s Nothing Wrong With AI Chips.
Taiwan Semiconductor Manufacturing stock was rising after the company posted a big jump in profit and sales for the third quarter, beating analysts’ estimates. It’s a sign of strong demand for artificial-intelligence chips.
2h
Looking to Buy Your First AI Stock? This Is the Best Choice (Hint: It's Not Nvidia).
If you're looking for a lower-risk way to get exposure to artificial intelligence, especially if you're buying your first AI ...
17h
on MSN
How the CEO of this upstart Nvidia rival hopes to seize on the lucrative market for AI chips
Cerebras Systems co-founder and Chief Executive Andrew Feldman likes to compare the current state of AI to the dial-up era of ...
4d
on MSN
US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American ...
3d
on MSN
AMD Launches New Artificial Intelligence (AI) Chips: Should Nvidia Investors Be Worried?
AMD is trying to make a dent in the AI graphics card market, but will it be able to eat into Nvidia's market share?
1h
TSMC: Increased FY2025 Capex Confirms Strong AI Demand
TSM is undervalued despite nearing all-time highs, driven by strong AI demand that has helped maintain its 30%+ YoY revenue ...
ReadWrite
2d
US ‘weighing up capping exports of AI chips’
The United States is reported to be weighing up a new approach to its exports of AI chips, including from the likes of ...
4d
on MSN
Amazon, Databricks Strike Five-Year Deal Around AI Chips
Databricks will tap Amazon’s Trainium chips to power services for building AI systems, a move that could cut costs for ...
4d
US mulls capping Nvidia AI chips exports to some countries, Bloomberg News reports
U.S. officials have discussed limiting sales of advanced AI chips from Nvidia and other American companies on a ...
5d
on MSN
AMD says new AI chips will be out soon and can outperform Nvidia
Computer systems based on AMD’s MI325X processors will be available soon and have an edge over machines running Nvidia’s H100 ...
4d
US mulls export caps on AI chips from Nvidia, AMD to some nations: report
U.S. officials in talks to cap sales of advanced AI chips from Nvidia and other American companies on a country-specific ...
2d
on MSN
AMD debuts new Pensando chips and networking technology to advance AI performance
When you buy through links on our articles, Future and its syndication partners may earn a commission.
1d
on MSN
Nvidia Stock Hits Another Record High as AI Chip Excitement Returns
Nvidia shares hit another record high Thursday as concerns earlier this week about a softening in the semiconductor market ...
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Nvidia
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Artificial intelligence
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