Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea -- as you're nearly guaranteed some form of exposure to GPUs or data centers.

President Donald Trump wants to kill the CHIPS Act, which provides $6.6 billion in federal subsidies for TSMC's $65 billion Phoenix semiconductor fabrication complex. He claimed that TSMC has not received money from the program,

NVIDIA says TSMC's new $100 billion semiconductor fab investment will be the new 'foundational pillar' of new tech supply chain centered in the USA.

It's not entirely clear if the new investment is entirely distinct from the $65 billion TSMC has already said it plans to invest in the US. But at minimum, it's a significant scaling up of that commitment.

TSMC is set to build a major semiconductor production hub in the U.S. for $165 billion, but the plans still need to be set.

Taiwanese chipmaking giant TSMC's plan to invest $100 billion in the United States was a "historic moment" for Taiwan-US ties, the island's President Lai Ching-te said on Thursday. It will take the total amount the world's biggest chipmaker has pledged to invest in the United States to $165 billion,

Intel's semiconductor manufacturing strategy has undergone drastic changes over the past few years, reflecting both historical trends in the industry and the company's shifting priorities. Once