TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.

Nvidia's GB202 graphics processing unit has a die size of 761.56 mm^2, which makes it one of the largest GPUs for client PCs ever produced. The graphics card model it powers — the GeForce RTX 5090 — also appears among the most expensive add-in boards ever.

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.

Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

All of that suggests demand for the chips the company manufactures is set to remain healthy, which is encouraging news for Nvidia shareholders too. TSMC's results point to better times for Nvidia ...

GeForce RTX 5080.The price level of $999 certainly sites better. Armed with 84 streaming multiprocessors and a total of 10,752 CUDA cores (roughly half the core count of the RTX 5090) it features a sleek two-slot design.