On February 24th, according to industry news, Nvidia's latest Blackwell architecture GPU chip has seen strong demand, accounting for more than 70% of TSMC's CoWoS-L advanced packaging capacity this year. Shipments have increased by more than 20% quarter-on-quarter.
Broadcom (AVGO. O) and TSMC (TSM. N) are eyeing a possible Intel (INTC. O) deal, according to the Wall Street Journal. Broadcom, which has been keeping a close eye on Intel's chip design and marketing business, has informally discussed a bid with advisers, but may bid only if it finds a partner for Intel's manufacturing operations. TSMC is already studying taking control of some or all of Intel's chip factories.
On February 16, according to the Wall Street Journal, Broadcom (AVGO. O) and TSMC (TSM. N) are each eyeing a potential deal that could split Intel (INTC. O) in two, according to people familiar with the matter. Broadcom has been keeping a close eye on Intel's chip design and marketing business and has informally discussed a bid with advisers, but may only bid if it finds a partner for Intel's manufacturing operations. Broadcom has not submitted any documents to Intel. TSMC has been looking into ...
Before the U.S. stock market, Nvidia and TSMC both fell 7.5%, and ASML fell 8.5%.
TSMC: Consolidated revenue in December 2024 was approximately NT $2781.63 billion, an increase of 0.8% over the previous month and 57.8% over the same period last year. Cumulative revenue from January to December 2024 was approximately NT $2.89438 trillion, an increase of 33.9% over the same period last year.
According to sources, TSMC and NVIDIA are in talks about manufacturing Blackwell artificial intelligence chips at TSMC's Arizona plant.
According to sources, TSMC is preparing to start manufacturing Blackwell chips in Arizona early next year.
TSMC (TSM. N) reported October sales of T $314.24 billion, up 29.2 percent from a year earlier.
TSMC stopped supplying chips to Sophgo, an artificial intelligence company linked to Bitmain, after the US commerce department launched an investigation into whether it supplied chips to Huawei earlier this month. TSMC has cut off chip supplies to the companies involved, according to two people familiar with the matter.
October 18 news, U.S. stocks closed on Thursday, the Dow initially closed up 0.37%, the S & P 500 index fell and the Nasdaq almost flat. NVIDIA (NVDA. O) rose nearly 1%, TSMC (TSM. N) rose 9.7%, stabilizing the trillion-dollar market value. Nasdaq China Golden Dragon index closed down 3.6%, Alibaba (BABA. N) fell 2%, Bilibili (BILI. O) and Li Auto (LI. O) both fell more than 5%.
TSMC (TSM. N) U.S. stocks rose more than 6 percent in premarket trading, as the company's third-quarter results exceeded expectations.
TSMC shares followed Nvidia's overnight decline, falling more than 5%.
TSMC closed down 9.8%, its largest decline ever.
TSMC fell 6.5% after trading was suspended for two days due to a typhoon.
Before the U.S. market, chip stocks rose, with Taiwan Semiconductor Manufacturing Company (TSM. N) rising more than 3 percent, Intel (INTC. O) rising more than 2 percent, and NVIDIA (NVDA. O) rising 2.6 percent.