The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia ... and we presume that TSMC also charges a lot more to make Nvidia GPUs and ...

Moving in-house will give Intel more control over the chips, and it also means they don't have to wait for TSMC ... AMD could begin to close the gap soon. Intel still has some work to do to ...

In today's video, I discuss recent updates impacting Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ ... recommendation for companies that they think are about to pop.

AMD’s next-generation AMD EPYC processor, codenamed “Venice”, has become the first HPC product in the industry to be taped out and brought up on the TSMC advanced 2nm (N2) process technology. This ...

In this video, I go over Taiwan Semiconductor Manufacturing's (NYSE: TSM) first-quarter earnings report and some more news about Nvidia and AMD ... just revealed what they believe are the 10 ...

AMD has pulled the plug on a once-promising deal with Samsung Foundry, ditching the Korean giant’s SF4X process in favour of TSMC’s shiny US operations in Arizona. @Jukanlosreve, has found a ...

Investors and industry watchers will likely monitor the progress of AMD’s Venice processor and the company’s broader initiatives, including its sustained partnership with TSMC, as they may influence ...

Advanced Micro Devices (NASDAQ:AMD) is set to produce high-performance computing chips at TSMC's (NYSE:TSM) new production site in Arizona, marking the first time AMD (NASDAQ:AMD) will produce on ...

AMD also confirmed that its 5th Gen EPYC processors were validated and entered production at TSMC’s Fab 21 in Arizona, USA, further strengthening the company’s supply chain resilience.

AMD has unveiled its 6th generation Epyc processor, codenamed Venice, which the company says is the first HPC CPU to be taped out on TSMC’s 2nm (N2) process technology. The chipmaker also ...

Next-generation AMD EPYC CPU, codenamed “Venice,” is the first HPC product to be brought up on TSMC’s next-generation N2 node — SANTA CLARA, Calif., April 14, 2025 (GLOBE NEWSWIRE ...