When investors think of artificial intelligence (AI) and the stock market, one name stands out: Nvidia (NVDA). The chip giant ...

Intel (INTC) shares fell as much as 4% in morning trade on Wednesday after Reuters reported the company’s new CEO Lip-Bu Tan ...

Chip makers rallied on Wednesday after the Senate approved boosting investment tax credits for U.S. semiconductor facilities to 35% from 25%. AI chip leaders also gained: Nvidia (NASDAQ:NVDA) surged ...

Samsung Foundry is pushing for orders from NVIDIA and its next-gen GPUs using its GAA 2nm process node, would help it win ...

TSMC stock may lag behind Nvidia as far as its performance on the market is concerned, but a closer look at the company's business model tells us that it's a more diversified semiconductor stock.

TSMC's CEO hinted at raising prices for Nvidia's AI chip products. Nvidia's market value recently hit $3 trillion, driving discussions on the value of its AI chips.

Nvidia, Micron and TSMC fall on expanded AI chip regulations. Before the market opened this morning, U.S. officials announced they would be implementing new regulations that will put additional ...

Nvidia was TSMC's second-largest customer last year, accounting for 11% of the Taiwan-based foundry giant's revenue. This may lead investors to believe that TSMC's fortunes are dependent on Nvidia's.

TSMC trades at a price-to-earnings (P/E) ratio of 25, whereas NVIDIA’s P/E exceeds 100. This disparity reflects the market’s high expectations for NVIDIA’s future growth, driven by AI demand.

TSMC is the top choice for many chip designers, including Nvidia. TSMC commands over 60% of global spending at chip foundries. "We're fabbing out of TSMC because it's the world's best," Huang said.

Compared to Nvidia and TSMC, Micron could wind up seeing less direct impacts from the new regulations. But while it's possible that the company's memory chips won't be specifically included in the ...

So you can see our forecast indicates that the four companies at the top, Nvidia, TSMC, Broadcom and Qualcomm, comprise around 45% of a $900 billion-plus market by 2028.