TSMC manufactures Nvidia's chips for its GPUs, data-center processors, and other AI-related chips. Without TSMC's manufacturing capabilities, there's a strong case that Nvidia's products would ...

As TSMC management said, the demand for its 3nm and 5nm process nodes is high. Nvidia's current generation Hopper AI processors are based on TSMC's 5nm node. Nvidia management said on its August ...

Nvidia was TSMC's second-largest customer last year, accounting for 11% of the Taiwan-based foundry giant's revenue. This may lead investors to believe that TSMC's fortunes are dependent on Nvidia's.

However, TSMC's outlook is a bullish signal that Nvidia could have another solid year in 2025. After all, TSMC is anticipating sales of AI chips to double in 2025, owing to "the strong surge in AI ...

And with TSMC stock selling for a much cheaper valuation than Nvidia (31 times trailing earnings versus 56 times), TSMC may be the smarter play on Nvidia's "insane" growth rate.

Nvidia, Micron and TSMC fall on expanded AI chip regulations Before the market opened this morning, U.S. officials announced they would be implementing new regulations that will put additional ...

Fueled by its exclusive partnerships with Apple and Nvidia, TSMC reported net revenue grew 40.1% YoY to 673.51 billion New Taiwan dollars ($20.82 billion), surpassing LSEG’s consensus estimate ...

In other words, the growth of the AI market will still drive Nvidia, Advanced Micro Devices (AMD 4.10%), and other chipmakers to ramp up their production of high-end data center GPUs at TSMC.

Nvidia's upcoming GPU may be built on TSMC's 12nm node, if rumors are true -- but that doesn't mean quite what it sounds like. Share on Facebook (opens in a new window) Share on X (opens in a new ...

Nvidia's data center GPUs are currently in such high demand people are scalping them on eBay for around $40,000 for a single GPU, which is a 4x markup. Now TSMC has stepped up its efforts on this ...

U.S.-traded shares of the Taiwanese company rose 11%. ↗️ Nvidia (NVDA): Other chip stocks rallied after TSMC's results, which helped offset some of the gloom sparked by ASML (ASML).

Nvidia's dependence on TSMC is why I prefer it at this stage. Much of Nvidia's high valuation is built on expectations of what it should become, and its ability to deliver on that will depend on ...