DARK SECRETS: Taiwan semiconductor manufacturing company | Vintage Vibes

TSMC Bets $1 Billion on Both Sides of the AI Race, Backing Anthropic and OpenAI at Once

TSMC approved up to $1 billion in combined investments in Anthropic and OpenAI, alongside major capital spending and a new semiconductor-focused investment vehicle.

Latin Times · 4h ago

Jensen Huang built an AI kingdom. Now he’s gone, will Nvidia’s ramparts be breached?

CEO’s affair and resignation has brought company’s murky corporate contracts and supply chains into sharp focus

The Guardian - UK · 5h ago

Hormones guiding history? Even with Jensen Huang resigning from Nvidia, the chip landscape will be irrevocably changed

The article argues that allegations of Chinese espionage involving former Nvidia CEO Jensen Huang need to be examined for their wider political, military and technological implications. It questions whether the Trump administration will fully investigate the matter, given Huang’s reported political connections and the risk of straining ties with China,…

The Economic Times · 6h ago

TSM stock rallies as Nvidia reportedly turns to TSMC for advanced memory chips - can it challenge Samsung, Micron and SK Hynix?

TSM stock today: TSMC stock climbed more than 6% in early trading Friday after a report said the chipmaker is considering manufacturing advanced 3D DRAM chips at Nvidia's request. The potential move could expand TSMC's role in the AI hardware market as memory shortages increase competition among leading chipmakers.

The Economic Times · Nov 6

Data centre backlash: Which AI companies have been affected by US midterm results?

OpenAI has gone on a charm offensive, while semiconductor companies worldwide have seen their stocks plunge.

Euronews · Nov 6

Community colleges rush to expand semiconductor training as labor shortage looms US chip industry

Community colleges in Arizona are offering a free, three-month semiconductor crash course that leads to interviews with major tech companies

The Independent UK · Nov 5

Taiwan Semiconductor Flexes Pricing Power on AI's Frontline

TSMC is raising prices 10% to 20% on advanced packaging and 3% to 6% on wafers, leveraging its dominant position to pass rising capital costs on to AI chipmakers.

MarketBeat · Oct 28

A $4 Billion Reason to Buy TSMC Stock Now

The world's leading chip foundry is benefiting from booming data center demand while investing billions to expand production in the United States.

Barchart · Oct 20

Hitachi Energy, E2E Networks, Anant Raj, other AI-linked stocks slide up to 5% as global AI rout hits Indian markets

Indian AI- and energy-linked stocks decline as a global technology sell-off deepens, with South Korea’s KOSPI plunging amid intensifying competition in the AI sector. Investors reassess AI valuations following sharp losses in Asian semiconductor stocks.

The Economic Times · Oct 13

Why the head of Taiwan’s stock exchange wants you to look past TSMC—and embrace the ‘technology island’

Taiwan overtook India to become the world’s fifth-largest stock market in May, and yet two-fifths of that value comes from TSMC.

Fortune · Aug 31