TSMC is gaining from the AI chip competition as Nvidia, AMD, and Intel ramp up orders, with all three CEOs recently visiting Taiwan. The company raised its long-term gross margin floor to 56% but faces challenges from dilution due to new chip production (N2), overseas fabs, and currency fluctuations. Investors will closely watch TSMC's Q2 gross margins, expected between 65.5% and 67.5%, as a key test of its growth thesis. Despite a demanding valuation at around 30 times forward earnings, TSMC is positioned to capture demand from both custom AI chips and mainstream suppliers, reflecting its central role in the AI hardware ecosystem.
TSMC is leveraging NVIDIA's AI and accelerated computing technologies to enhance semiconductor design and manufacturing. By using NVIDIA CUDA-X libraries and AI models, TSMC improves computational lithography, transistor simulation, process control, ...
Nvidia unveiled its new Arm-based N1X processor integrated into the RTX Spark superchip, debuting this fall on laptops from major brands like Microsoft, Dell, and HP. This marks Nvidia's entry into the PC CPU market, traditionally dominated by Intel ...
In Q1 2026, Baron Technology ETF declined 6.9%, closely following the MSCI ACWI Information Technology Index's 6.73% drop, amid market volatility driven by AI fears and geopolitical tensions. The fund outperformed over three years with a 29.15% annua...
Applied Materials CEO Gary Dickerson stated the semiconductor industry is experiencing its strongest period ever, fueled by unprecedented demand from artificial intelligence (AI). The company, a key supplier of semiconductor manufacturing equipment, ...
Advanced Micro Devices (AMD) achieved a record 46.2% share of the x86 server CPU market in Q1 2026, driven by strong data center growth and major GPU deployment deals with OpenAI and Meta. Management doubled its server CPU total addressable market es...
