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Micron's Taiwan labor unions threaten strike action over profit-sharing bonuses, with over 80% of surveyed members in favor. Taiwan is Micron's largest base for DRAM and HBM production. Although reco…
David Tepper's Appaloosa Management cut its Micron Technology stake by 41.4% in Q2 while raising Taiwan Semiconductor holdings for a sixth consecutive quarter. The portfolio shift reflects a strategi…
Billionaire investor Stanley Druckenmiller’s Duquesne Family Office trimmed its Sandisk stake in Q2 while significantly increasing positions in AI-related giants Alphabet and Amazon, and initiating a…
Article argues Broadcom and Taiwan Semiconductor will join Microsoft and Amazon in the $3-4 trillion club by 2027-2028, driven by surging AI chip demand and custom silicon growth.
Article suggests Taiwan Semiconductor (TSM) as a safer way to gain space/defense/AI chip exposure versus private rocket firms. NVDA is only mentioned as an aside referencing a past stock-picking sign…
Druckenmiller's Q1 13F highlights non-mega-cap bets: TBBB, INSM, TSM, NTRA, YPF. TSM's strong AI foundry results and 2nm ramp signal robust chip supply chain health, indirectly supportive of NVIDIA a…
Druckenmiller's 13F reveals top holdings: BBB Foods, Insmed, Taiwan Semiconductor, Natera, and YPF—none of which are tracked symbols. NVDA and AMD are mentioned only as TSMC's chip-design customers, …
Nvidia shifts manufacturing from H200 AI chips to Vera Rubin architecture amid China export restrictions, ensuring production meets strong global demand.
NVIDIA halted chip production for China due to export controls, reallocating TSMC capacity to next-gen Vera Rubin hardware, signaling a strategic shift that could enhance future product offerings.
Nvidia considers expanding H200 AI chip production to meet strong Chinese demand following US export approval, despite pending Chinese government clearance and domestic industry pressure.
Taiwan unveiled a new cloud computing center featuring Nvidia's latest H200 chips to boost AI and HPC, with analysts rating NVDA as an outperform and targeting a 38% price upside.
Nvidia considers expanding production of its H200 AI chips due to strong Chinese demand enabled by US export approvals, while facing capacity limits and competition from Google for advanced chip manu…
Taiwan Semiconductor reports strong November revenue and optimistic Q4 guidance, boosting demand outlook for chipmakers Nvidia, Google, and Amazon amid expanded AI-related production capacity.
Nvidia's H200 AI chips destined for China will undergo a unique U.S. security review, reflecting national-security tensions and complex supply chain issues, while Nvidia balances profit motives amid …
Taiwan's tech economy is booming due to strong AI demand benefiting Nvidia and Apple, with GDP growth raised to 7.37% in 2025. However, US tariffs pose uncertainties for 2026's outlook despite export…
Nvidia stock jumped over 2% on strong AI chip demand, new US export approvals to UAE, and upbeat analyst price target upgrades, despite some risks in valuation and execution.