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 ...
‘Just The Beginning’ For AI Demand Surge As Big Chip Stocks Gain $250 Billion
TSMC’s induction to the trillion-dollar club also spurred a rally for its ally Nvidia, whose shares rose 4% to an all-time ...
Chip stocks fall as ASML's weak outlook raises concerns of non-AI chip demand
AI chip giant Nvidia (NVDA.O), which had briefly surpassed Apple as the world's most valuable company the previous day, ...
Chip giant TSMC reports blockbuster results even as questions over AI mania loom
The Taiwanese company's blockbuster results came after Dutch chip equipment maker ASML — a supplier to TSMC — reported ...
AI Boom Is Real—and Really Profitable—Says Chip Maker TSMC
The world’s largest contract chip maker says revenue from AI-related products is expected to triple this year.
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 ...
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 ...
Nvidia’s stock tracks toward record as TSMC sees AI chip market still booming
All members of the PHLX Semiconductor Index were in positive territory Thursday as TSMC offered upbeat commentary on the ...