Apple once set the bar for suppliers including TSMC. Now it's being unseated by Nvidia and AI cloud giants.

CoreWeave Inc (NASDAQ:CRWV) shares are up on Friday following a strong rebuttal from the company's CEO regarding its ...

Nvidia stock was modestly higher on Friday, extending gains from the previous session as strong earnings from key supplier ...

In the most recent quarter, Nvidia reported a 62% increase in revenue to $57 billion and spoke of soaring demand for its ...

If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for ...

Wall Street steadied on Thursday as stocks in the artificial-intelligence industry bounced back following an encouraging ...

On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI ...

On Friday, analyst Blayne Curtis said Broadcom, Nvidia, and Marvell Technology are among his favorite chip stock ideas for ...

Taiwan Semiconductor (NYSE: TSM) posted this Thursday the kind of quarter that usually ends the debate. The numbers were ...

Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.

TSM's 90% grip on advanced nodes and 100% utilization proves AI chip scarcity is structural—no viable challengers exist.

Rises 2% on RBC's $240 target and TSMC's $56B capital plan, signaling sustained AI chip demand despite market share pressure.