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Taiwan Semiconductor Manufacturing Co Ltd

Nvidia announces GB200 Blackwell AI chip, launching later this year

by Ron Morgan
Nvidia announces GB200 Blackwell AI chip, launching later this year

Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Artificial Intelligence Conference at SAP Center on March 18, 2024 in San Jose, California.  Justin Sullivan | Getty …

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Disney gets a win in Nelson Peltz board fight. 2 other portfolio stocks mount comebacks

by Akin Smith
Disney gets a win in Nelson Peltz board fight. 2 other portfolio stocks mount comebacks

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. (We’re …

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JPMorgan says Asia’s tech sector is a bright spot amid global uncertainty

by Edgar Davis
JPMorgan says Asia’s tech sector is a bright spot amid global uncertainty

JP Morgan headquarters at Canary Wharf financial district on 15th August 2023 in London, United Kingdom. Mike Kemp | In Pictures | Getty Images SINGAPORE – Asia-Pacific’s tech sector has …

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Climate change could push chip prices higher. Here’s how

by Walter Watson
Climate change could push chip prices higher. Here’s how

Close-up gloved hands holding detail microchip Wong Yu Liang | Moment | Getty Images Semiconductor firms such as Taiwan Semiconductor Manufacturing Company are at risk of water shortages as processing …

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TSMC opens new plant in Japan as it diversifies away from Taiwan

by Walter Watson
TSMC opens new plant in Japan as it diversifies away from Taiwan

A general view shows the new semiconductor plant by Japan Advanced Semiconductor Manufacturing Company (JASM), a subsidiary of Taiwan’s chip giant TSMC (Taiwan Semiconductor Manufacturing Company), in Kikuyo of the …

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Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

by Walter Watson
Want a NVDA alternative? 6 chip suppliers look set to benefit from AI boom

A number of stocks that supply Nvidia look set to gain from the AI boom, as the U.S. chip giant published another bumper quarter of earnings. Nvidia, which makes chips …

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AI and semiconductor stocks surge after Nvidia’s earnings beat

by Walter Watson
AI and semiconductor stocks surge after Nvidia’s earnings beat

A microchip and the Nvidia logo displayed on a phone screen are seen in this photo taken in Krakow, Poland, on April 10, 2023. Nurphoto | Getty Images Artificial intelligence …

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Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

by Walter Watson
Shares of TSMC, ASML fall ahead of Nvidia’s Q4 earnings report

A laptop keyboard, a binary code reflected and Nvidia logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on January 2, 2024. Jakub …

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TSMC shares hit record high after Morgan Stanley upgrades Nvidia

by Edgar Davis
TSMC shares hit record high after Morgan Stanley upgrades Nvidia

TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19, 2023 Jakub Porzycki | Nurphoto | Getty Images …

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Laffont’s Coatue shifted money in technology amid fourth quarter rally

by Walter Watson
Laffont’s Coatue shifted money in technology amid fourth quarter rally

Phillippe Laffont’s Coatue made a flurry of changes to his portfolio in the fourth quarter, including shifts within the technology sector in the midst of the fourth quarter’s big rally. …

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