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Taiwan, TSMC and Trump
Trump's threat of Taiwan chip tariffs could give Nvidia a fresh headache after DeepSeek
President Donald Trump has threatened to introduce tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.
Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC
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Trump To Tariff Chips Made In Taiwan, Targeting TSMC
The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.
Nvidia, DeepSeek
Nvidia sheds $600 billion in market cap as Chinese AI startup DeepSeek spurs brutal rout of tech stocks
The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.
Nvidia, TSMC, ASML Among Tech Stocks Sinking on DeepSeek Threat
KEY TAKEAWAYS A slew of artificial intelligence stocks, including chip maker Nvidia, are tumbling in premarket trading Monday after Chinese startup DeepSeek released a cutting-edge AI model that runs on less-advanced chips and at a lower cost than U.
Top analyst revisits Nvidia stock price target amid DeepSeek threat
DeepSeek threat to Nvidia sales? The group is expected to generate around $197.3 billion in revenue in the coming fiscal year, which ends in January of 2026, with net income of ar
Hosted on MSN
5h
Fears of Even Pricier GPUs Mount as President Trump Targets TSMC with New Tariffs, Possibly Reaching as High as 100%
The GeForce RTX 5090, a new flagship "Blackwell" GPU for gamers, creators, and developers that NVIDIA will be launching this ...
13h
TSMC's Selloff Creates A Buy Opportunity
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, ...
2d
on MSN
Buying Nvidia Stock Looks Like a No-Brainer After This Key Event
Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 ...
EDN
8d
Nvidia, TSMC, and advanced packaging realignment in 2025
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
Digi Times
11d
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for ...
12d
Nvidia CEO says its advanced packaging technology needs are changing
Nvidia's demand for advanced packaging from TSMC remains strong though the kind of technology it needs is changing, the U.S.
12d
on MSN
TSMC profits surge 57% as demand for AI chips remains high
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" ...
1d
on MSN
MSI says that the supply of its RTX 5090 cards will be very tight, due to a limited supply of GPUs from Nvidia
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, ...
Hosted on MSN
5h
Overclocking NVIDIA GeForce RTX 5090 Founders Edition
Introduction On January 23rd, 2025 we reviewed the NVIDIA GeForce RTX 5090 Founders Edition video card, with availability on ...
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DeepSeek
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