ExtremeTech7h
OpenAI’s AI Processor Is Almost Ready for TSMC Fabrication
OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...
TSMC: OpenAI Partnership Changes The Game
Discover why TSMC stands out as a top AI investment with strategic partnerships, advanced tech, and strong returns, despite ...
Apple Is TSMC's Largest Customer; Their Business Love Story Started Over Chinese Food — But Will Their Relationship Change Dramatically in 2025?
A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...
1 Artificial Intelligence (AI) Chip Stock to Buy on the Dip Right Now (Hint: It's Not Nvidia)
Over the past year, a number of semiconductor stocks have witnessed meteoric gains thanks to ongoing euphoria surrounding ...
Nvidia Stock Rises. How TSMC’s Sales Could Help Shares.
There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.
TSMC’s Q1 Revenue Forecast Hurt by January Earthquake
Taiwan Semiconductor Manufacturing Company (TSM), or TSMC, stock was up about 2% in the pre-market trading session today. The upside came after ...
Will Potential Tariffs on Taiwan Semiconductor Manufacturing Sink the Stock?
Taiwan Semi's chips are used in products ranging from iPhones to Nvidia GPUs. These companies can't just flip a switch and use a different chip, as years of development work are involved. This ...
Tariffs won’t bring back American manufacturing
If we want to revive American manufacturing, we need to move beyond simple solutions and commit to the complex work of ...