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Semiconductors

Nvidia Graphics Processing Units Broadcom Taiwan Semiconductor Manufacturing Partnerships Chip Manufacturing Memory Chips Memory and Storage Manufacturers Custom Chips

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

A clear path to 2nm in 2026 followed by 1.4nm in 2028 signals a widening edge.

Nvidia Invests $2 Billion in Marvell to Link Custom AI Chips to Its Platform

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

U.S., SoftBank Launch 10-GW AI Data Center and Gas Power Buildout at Ohio DOE Site

WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

Broadcom Slides 19% Since Earnings as Analysts Lift Targets and Back AI Outlook

Astera Labs Wins $195 Price Target as Bulls Reassess After 40% Slide

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

Broadcom Shares Tick Higher After Hours on New Lloyds Deal as AI Momentum Lifts Outlook

Nvidia Rejoins $3 Trillion Club as CEO Jensen Huang Completes $713 Million Stock Sale