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.
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.
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's chip roadmap progresses from the B200, part of the Blackwell architecture, to the Rubin architecture, with hints of potential "ultra" chips or new
TSMC expands investments in the U.S. to $165 billion with new fabs and R&D center: A closer look
U.S. to Hold Over 20% of Advanced Semiconductor Capacity by 2030, TSMC Expands Investment to US$165 Billion, Says TrendForce
TrendForce's latest findings reveal that TSMC has announced it's increasing investment in U.S. advanced semiconductor manufacturing, bringing the total to US$165 billion. Mass production is expected to begin after 2030 if the three newly planned fabs proceed on schedule.
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TSMC’s $100B Investment in US Data Centers Sets Foreign Investment Record
Nvidia’s chips are primarily manufactured by TSMC in Taiwan; however, some systems and computers utilizing these chips are produced in other regions, including Mexico.
WASHINGTON - Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s biggest semiconductor manufacturer, will invest $100 billion in the United States, President Donald Trump announced on Monday. "This is a tremendous thing for our country," Trump said on Monday.
TSMC's announcement comes as chip-maker Intel, which has struggled for years with declining sales and lost market share, has been seeking customers for its own factories in the US.
Trump said TSMC’s plans would create “many thousands” of high-paying jobs and described the production of AI chips within the US as a “matter of economic security” for the country.
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world
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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
Agence France-Presse on MSN3d
Taiwan says TSMC investment 'historic moment' for US tiesTaiwanese 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,
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