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TSMC, Intel and J. D. Vance

TSMC and Intel joint venture? Chip giants explore potential collaboration

Patrick Moorhead says a joint venture between Intel and TSMC is possible. He explains what both companies may get out of it.

Business Insider · 19h

Citi says possible Intel, TSMC joint venture unlikely to succeed

Citi analyst Christopher Danely says shares of Intel (INTC) are up 24% on speculation the company is in talks with TSMC (TSM) to form some sort

Investopedia on MSN · 20h

Intel Stock Surges on Speculation of TSMC Deal

Key Takeaways Intel shares jumped Thursday, extending their recent rally on speculation of a deal with TSMC.Intel could collaborate with TSMC to potentially spin off its foundry business into a new U.

The Business Journals · 17h

Intel rises on Vance statement, TSMC report

First came a statement by Vice President J.D. Vance early this week that "the Trump administration will ensure that the most powerful AI systems are built in the U.S. with American-designed and manufactured chips.

Business Insider · 20h

Intel’s (NASDAQ:INTC) New Joint Venture a Huge Boost

So yesterday, we found out about the possibility of a new joint venture between chip stock Intel (INTC) and Taiwan Semiconductor (TSM), and

Nvidia, AI and Stock trader

The Motley Fool on MSN · 6h

Nvidia Stock Investors Just Got Great News From TSMC

Good news has been difficult to come by for Nvidia (NASDAQ: NVDA) investors lately, which is evident from the roughly 10% decline in the company's stock price in the past three months. The once high-flying artificial intelligence (AI) chip stock has been weighed down by multiple headwinds despite delivering outstanding growth and guiding above

Barron's on MSN · 6h

Nvidia Stock Rises. This Is When the Next Big AI Sales Boost Will Come.

Nvidia’s data-center sales could disappoint in the first half of the year but that's not a reason to sell the stock, according to Mizuho analysts.

Seeking Alpha · 2h

Nvidia: A Buy For Bold Investors Despite DeepSeek's Cost Claims

Nvidia Corporation's AI chip dominance remains solid despite DeepSeek's claims. Click for why NVDA's ecosystem, innovation, and financial strength position it well.

ExtremeTech on MSN3d

OpenAI’s AI Processor Is Almost Ready for TSMC Fabrication

OpenAI will partner with Taiwanese chipmaker TSMC to produce its custom-design, AI processor in the next few months, ...

TSMC: AI Foundry Leader For GPUs And ASICs

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

TSMC Tempers Outlook on Quake Loss as AI Concerns Persist

Taiwan Semiconductor Manufacturing Co. said first-quarter sales are set to be at the lower end of its forecast range after ...

ReadWrite2d

OpenAI ‘partners with TSMC,’ snubbing Samsung to develop in-house AI chips – report

OpenAI is working with TSMC to design its first in-house AI chips, aiming to cut dependency on Nvidia and control computing costs.

TSMC: OpenAI Partnership Changes The Game

Discover why TSMC stands out as a top AI investment with strategic partnerships, advanced tech, and strong returns, despite ...

Digi Times3d

Chinese AI firms grapple with TSMC's BIS whitelist restrictions

Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for ...

OpenAI Joins Forces with TSMC to Build AI Chips, Aims to Cut Nvidia Dependence

OpenAI teams up with TSMC to produce AI chips, shifting away from Nvidia while continuing to use AMD and Broadcom ...

Analytics India Magazine3d

OpenAI to Produce First AI Chip with TSMC’s 3nm Technology

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

Digi Times3d

Why TSMC elects to reveal its earthquake loss figures now

In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that ...

22hon MSN

EnCharge raises $100M+ to accelerate AI using analog chips

EnCharge AI, a semiconductor startup developing analog memory chips for AI applications, has raised more than $100 million in ...

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