Tag: TSMC
All the articles with the tag "TSMC".
Motley Fool's Bold Prediction: 5 Stocks Poised to Outperform Nvidia in the AI Boom
Published: at 01:41 PMThe Motley Fool predicts ASML, TSMC, Alphabet, Amazon, and Microsoft will outperform Nvidia in the next three years, leveraging their strategic positions and diverse strengths in the broader AI ecosystem.
TSMC's Arizona Woes: Rising Costs and Delayed Production Cast Shadow Over US Chip Ambitions
Published: at 06:46 AMTSMC's Arizona project is facing cost overruns and production delays due to labor shortages and construction challenges, casting doubt on the speed and ease of onshoring advanced chip manufacturing to the US.
Semiconductor Race Heats Up as TSMC Confronts New Geopolitical Realities
Published: at 02:06 PMTSMC's aggressive global expansion, driven by geopolitical pressures and customer demands, is a complex undertaking fraught with challenges. While strategically necessary, replicating its Taiwanese success abroad will be costly and require significant adaptation.
Beyond NVIDIA: Exploring Alternative AI Investment Opportunities
Published: at 07:54 PMThe article proposes that AMD, TSMC, and Palantir are attractive alternatives to NVIDIA for investors seeking exposure to the AI boom, citing their growth potential and distinct positions within the AI ecosystem.
TSMC CEO Casts Doubt on US Chip Export Controls' Effectiveness Against China's AI Ambitions
Published: at 03:04 AMTSMC's CEO suggests US export controls on AI chips may not stop China's AI progress and are potentially counterproductive, incentivizing domestic development and hurting US chip companies.
TSMC Responds to Claims of Advanced AI Chip Shipments to Huawei
Published: at 03:37 AMTSMC has publicly denied reports it shipped advanced AI chips to Huawei, stating the claims are untrue. This denial is crucial due to US sanctions and the competitive dynamics of the semiconductor industry.