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Taiwan Semiconductor Newsroom
The CEO of Taiwan Semiconductor admitted to having secret meetings with Musk, promising "as long as the payment is made, chips will definitely be provided."
① Wei Zhejia stated that Musk believes multifunctional robots are the direction to strive for, rather than Autos; ② Musk is concerned that no one will supply him with chips, to which Wei Zhejia responded "as long as you are willing to pay, you will definitely have your chips"; ③ Wei Zhejia believes that robots combine Semiconductors, Software, and precision Machinery, making them the best representation of AI applications.
ASIC or GPU: Nvidia Faces a Significant Competitor
ASICs are booming, and Technology giants are competing for the 3-nanometer project! Morgan Stanley: Taiwan Semiconductor will participate in all production, and World Semiconductor has even greater potential for growth.
Morgan Stanley believes that the ASIC market size is expected to reach $30 billion by 2027. Currently, several key 3nm projects are nearing finalization. Analysts expect that the tape-out of Heshin Electronics' 3nm project in early 2025 will serve as a strong catalyst for the stock price, helping to alleviate investors' concerns over competition from Marvell in the 3nm project.
Elon Musk Reportedly Told TSMC's Chairman In A Recent Secret Meeting That Optimus Robots – Not Cars – Are Tesla's Future
Why did Masayoshi Son offer 100 billion dollars to please Trump, and why are technology giants rushing to present gifts?
The threshold of Trump's estate has been "trampled".
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
Taiwan Semiconductor Unveils $20 Billion Arizona Chip Fab, Apple Named Key Customer
10 Information Technology Stocks Whale Activity In Today's Session
Express News | "Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
SA Charts: Here's How Global Semiconductors Sales Have Performed This Year
"With the Pilot Production of Intel Next-generation Panther Lake Processors Not Performing as Well as Expected, Sources From the Upstream Supply Chain Have Rumored That the CPU Giant Will Continue to Place Orders With TSMC, Which Should Benefit TSMC's
Broadcom Ranks 8th in Global Market Cap: What's Next?
Puyin International: The AI wave of 2025 will redefine the Global Technology future.
The growth momentum of the Technology Industry in 2024 is expected to continue into 2025.
Broadcom (AVGO.US) is on fire! Driving global funds to flow towards AI ASICs single-handedly.
Broadcom, the absolute leader in the field of AI ASIC and Ethernet Switch chip, attracts Global funds to flow into the investment Sector related to AI ASIC, thanks to its strong performance and outlook.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
Top Gap Ups and Downs on Friday: AVGO, TSM, ANET and More
Express News | PHLX Semiconductor Index up 3.89%; Broadcom up 21%, crosses $1 trillion market valuation.
US stock market changes | Advanced manufacturing process will welcome another L Taiwan Semiconductor (TSM.US) pre-market rise of over 3%.
On Friday, Taiwan Semiconductor (TSM.US) rose over 3% in pre-market trading, reaching $197.34.
TSMC Says First Advanced U.S. Chip Fab 'Dang Near Back' on Schedule. Here's an Inside Look.
Top-Performing U.S. Stocks of the Year: Will the Rally Continue in 2025?