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THE TRUTH ABOUT: 16 - Caught on Camera

Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity'

On Friday, Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk revealed that the company is pushing its chipmaking partners to move far faster than traditional semiconductor timelines as it races to scale its next-generation AI hardware.

Benzinga

Why Nvidia CEO Jensen Huang’s Meeting with Taiwan Semi Is a Big Deal for NVDA Stock

Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.

Barchart

Valve says a next-gen Steam Deck 2 still isn't possible, two years after it last said exactly the same thing

There just aren't any chips good enough and probably won't be until 2027.

PC Gamer

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Taiwan to up defense spending and develop Iron Dome-inspired missile protection — expert warns one well-placed Chinese missile could make it 'impossible to get a new iPhone for three years'

An expert from the Taiwan NSTC Hsinchu Science Park Bureau estimates that a single missile strike could disrupt iPhone production for three years, with another suggesting that such an event could result in a 6% to 10% contraction of the global GDP.

Tom’s Hardware

Today I learned that the curvy lithography masks used by TSMC to make next-gen GPUs are 'alien', 'psychedelic' and look nothing like chip circuits

May we introduce Inverse Lithography Technology.

PC Gamer

Cathie Wood Dumps $2.4 Million Worth Of Tesla Shares, Doubles Down On These AI Stocks

On Monday, Cathie Wood-led Ark Invest executed significant trades involving Tesla Inc. (NASDAQ:TSLA), Pony AI Inc. (NASDAQ:PONY), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Baidu Inc. (NASDAQ:BIDU). These trades highlight Ark’s strategic positioning in the tech and AI sectors.

Benzinga

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

Elon Musk has confirmed that Tesla’s AI6 chip will be manufactured at both Samsung’s Taylor facility and TSMC’s Arizona fab. The update from the company’s CEO follows earlier comments in which he described Samsung’s site as technically superior.

Tom’s Hardware

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At a company sports day, Nvidia CEO Jensen Huang acknowledges 'without TSMC, there is no Nvidia today' and says thank you to the 'pride of the world' company

Nvidia will want to keep a strong bond with the Taiwanese manufacturer.

PC Gamer

Nvidia's Jensen Huang upstaged at TSMC annual Sports Day by TSMC-branded sneakers — CEO's 'Made In Taiwan' footwear is the talk of the town

TSMC-branded sneakers were 'the focus of the audience' at the firm's annual Sports Day event this weekend.

Tom’s Hardware

Taiwan Semiconductor Rallies On Big October Sales And Growing Nvidia Demand

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) stock advanced on Monday after the company reported solid October financial results, underscoring continued momentum in advanced chip demand.

Benzinga

Ming-Chi Kuo Says Elon Musk's AI Chip Strategy Is No Bluff — Tesla's Plan To Build Its Own Fabs Marks A Major Shift Away From TSMC: Here's Why

On Sunday, TF International Securities analyst Ming-Chi Kuo said Elon Musk's remarks confirm that Tesla Inc.'s (NASDAQ:TSLA) move to build its own semiconductor production plants isn't just an ambition — it's a calculated step toward full control of its AI future.

Benzinga

TSMC Chief CC Wei Says Nvidia CEO 'Wants More Chips' As Jensen Huang Enjoys Hotpot In Taipei And Praises The Taiwanese Foundry: 'No TSMC, No Nvidia'

During his latest trip to Taiwan, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang strengthened ties with longtime manufacturing partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), blending business with camaraderie over a hotpot dinner in Taipei.

Benzinga

Nvidia CEO Jensen Huang Hails TSMC Wafer Backing Amid 'Very Strong' Demand For Blackwell Chips After Trump Bars Sales To 'Other People'

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang praised longtime partner Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) on Saturday, for its critical role in supporting the company's surging Blackwell AI chip production. This comes after U.S. President Donald Trump moved to restrict sales of the advanced processors abroad.

Benzinga

Elon Musk says building his own 'TeraFab' chip fab may be the only answer to Tesla's colossal AI semiconductor demand — Nvidia CEO Jensen Huang warns against 'extremely hard' challenge

Elon Musk said Tesla may need to build its own massive “TeraFab” chip plant to secure enough AI processors, a move that would make Tesla one of the world’s largest chipmakers, but experts like Nvidia’s Jensen Huang warn that creating a modern semiconductor process and fab is vastly more complex…

Tom’s Hardware

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Benzinga

TSMC, Samsung… And Maybe Intel? Why Tesla's Chip Strategy Is Trying To Cover Every Foundry

Elon Musk has a new problem — and it's not demand for Tesla Inc‘s (NASDAQ:TSLA) cars. It's the global shortage of silicon to power his next wave of AI ambitions. "How do we make enough chips?" he asked at Tesla's annual shareholder meeting, sounding less like a car CEO and…

PC Gamer

Now we've had Doom in space, it seems that data centers and even chip foundries might be next in line to orbit the Earth

Because nothing shouts cost-effectiveness better than doing something in space.

Benzinga

Cathie Wood Joins Elon Musk And Brian Roemmele In Hyping Tesla's AI5 Chip: 'It Will Be A Big Deal'

On Tuesday, Cathie Wood threw her support behind Tesla Inc.'s (NASDAQ:TSLA) next-generation AI5 chip after business advisor Brian Roemmele called it a "big deal," with Elon Musk revealing new details about the chip's production and future roadmap.

Benzinga

4 Emerging Market Stocks With High Growth Potential

For most people, investing in emerging markets is a lot like eating vegetables at dinner. We know we're supposed to, for our own good, but it's hard when delicious steak or potatoes are sitting next to them on the plate.

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Tom’s Hardware

AMD hit with lawsuit over hybrid bonding tech behind potent 3D V-Cache — Adeia claims company's gaming chip infringes 10 of its patents

Adeia has filed a pair of patent infringement lawsuits against AMD in the U.S. District Court for the Western District of Texas, accusing the chipmaker of using its hybrid bonding and advanced node technologies without permission.

Tom’s Hardware

China tweets satellite photos of Taiwan's critical Hsinchu chip hub in pressure-ratcheting political stunt — 'where all the world’s advanced foundry IP is created,' highest concentration of chipmaking facilities in the world

On Friday night, China’s embassy in Washington posted a familiar message to X: “There is but one China in the world.”

Android Central

Your next Android phone could get unmatched speed, but it comes at a price

Qualcomm’s Snapdragon 8 Elite Gen 6 promises a major power and efficiency leap for Android phones.

MarketBeat

$14B Japanese Facility Signals TSMC's Bold AI Strategy

TSMC's second Japanese factory is a strategic move to meet AI demand, expand capacity, and fortify its position as the indispensable leader in semiconductors.

Tom’s Hardware

Ex-Intel CEO Pat Gelsinger praises cutting-edge Nvidia chip production with TSMC on US soil, despite Intel missing out — hails manufacturing milestone of US-based supply chain

Intel's ex-CEO, Pat Gelsinger, has praised the news that Nvidia's latest graphics chips are now in full production on American soil. Highlighting how important the silicon supply chain is for national security, he said that he hopes this will allow Nvidia to go harder and faster in its future developments,…

Tom’s Hardware

Nvidia's market capitalization hits $5.12 trillion — AI powerhouse is the first company in history to hit seismic milestone

GTC announcements drive Nvidia's market capitalization by over $200 billion in one day, making the company the world's first firm to reach a market capitalization of over $5 trillion.

PC Gamer

Nvidia's new six-trillion transistor Vera Rubin 'superchip' for AI makes the 92-billion transistor RTX 5090 gaming GPU look positively puny

That said, it's not actually all in one chip...

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