What the roller coaster earnings at ASML and TSMC tell us about demand for AI chips
TSMC's blockbuster results will be a welcome surprise to investors after ASML's earnings sent semiconductor stocks tumbling ...
AI Honeymoon Is Over for Chip Equipment Industry
Taiwan Semiconductor Manufacturing Co. posted strong third-quarter results Thursday and said it expects revenue from “server ...
US chip stocks rise as TSMC’s strong AI chip forecast boosts investor optimism
US chip stocks rise following TSMC's strong AI chip sales forecast, with Nvidia, AMD, and others benefiting from renewed ...
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The demand for AI "is real," said CC Wei, TSMC's chairman and CEO.
White House considers expanding Nvidia’s and AMD’s AI chip export limits to additional countries
The Biden administration has privately discussed capping sales of advanced AI chips from Nvidia and AMD to certain Persian ...
Chip Stocks Fall While Energy For AI Moves Into Spotlight
The big story on Tuesday was a warning from chipmaker ASML of a slower than expected recovery in some areas of the chip ...
Activist Pushes for Changes at AI Chip Investor SK Square
Activist investor Palliser Capital has built a stake in the holding company of highflying artificial-intelligence chip maker ...
AI Chip Manufacturer Breaks Out – Nvidia May Be Next, Consumer Splurges, Fed Spiked The Punch
In earnings of note, Elevance Health Inc ELV, one of the largest licensee of Blue Cross Blue Shield, reported worse than ...