tom's Hardware on MSN2d
TikTok owner ByteDance taps TSMC to make its own AI GPUs to stop relying on Nvidia — the company has reportedly spent over $2 billion on Nvidia AI GPUs
According to news outlet The Information, ByteDance, the parent company of TikTok, is developing two AI GPUs that will enter ...
Jensen Huang says if 'anything were to happen' in Taiwan, Nvidia could have GPUs made somewhere else
Nvidia CEO Jensen Huang explained how GPU production could continue without TSMC in Taiwan. It wouldn't be as good.
Fudzilla2d
ByteDance taps TSMC to make its AI GPUS
Reducing dependency on Nvidia ByteDance has tapped TSMC to make two in-house designed AI GPUs in a bid to reduce its reliance ...
Prediction: This Incredibly Cheap but Fast-Growing Semiconductor Stock Could Outperform Nvidia
Nvidia's valuation is keeping the stock from delivering more upside despite its outstanding growth, but there is a solid ...
Meet 14 power players leading TSMC, the world's biggest chipmaker that's taken center stage as the AI wars heat up
Here are 14 key people at TSMC, the most influential semiconductor company in the world ...
TweakTown2d
TikTok parent company ByteDance to have 2 custom AI chips made on TSMC 5nm process in 2026
TikTok parent company ByteDance is developing two AI GPUs that will be made at TSMC on its 5nm process node, expected to ...
Nvidia is a bargain now that AI is going beyond the hyperscalers, says Goldman Sachs
The investment bank argues Nvidia is oversold, with the stock trading at a 2025 earnings multiple in the low 20s.
Fudzilla9d
Nvidia could survive if TSMC is shut down
But it would not be as good Nvidia CEO Jensen Huang said his outfit’s GPU production could continue without TSMC in Taiwan, ...
'Matching Nvidia In Short-Term Is Unlikely,' Analysts Predict As China Ramps Up Search For Rivalling Jensen Huang-Led Chip Giant Amid US Sanctions
Since 2022, the U.S. government has curtailed the export of Nvidia's most advanced chips to China, tightening restrictions ...
Network World10d
Why is the DOJ investigating Nvidia?
According to a Bloomberg report, the DOJ sent a subpoena to Nvidia as part of a probe into alleged antitrust practices.
TSMC: My Regression Analysis Shows Significant Upside Potential
Taiwan Semiconductor Manufacturing Company Limited is well positioned to dominate the foundry industry. Read why I reiterate ...
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now ...