Nvidia (NASDAQ: NVDA) has secured over 70% of Taiwan Semiconductor Manufacturing Co.s (NYSE: TSM) advanced chip packaging capacity for 2025, as AI-driven demand for high-performance chips surges, Taiwanese media

Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.

Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing competition from Nvidia.

A team of engineers and weather specialists at Nvidia, working with a colleague from Taiwan's Central Weather Administration, has developed a new AI app aimed specifically at generating higher resolution local weather forecasting.

More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend packaging and testing providers,

The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave of strong growth momentum.

Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.

Traders offered servers containing the company’s Blackwell chips by routing them through third parties in nearby regions.

The back drop to all this, of course, includes threats from President Trump to apply up to 100% tariffs on chips from Taiwan, TSMC's expanding chip production facilities in the US, plus rumours that TSMC is in talks with Intel to take joint control of the latter's fabs in some kind cooperation with Intel.

Servers used in a fraud case that Singapore announced last week were supplied by U.S. firms and may have contained Nvidia's advanced chips, a government minister said on Monday. Singapore last week ch

Nvidia gets the bulk of its revenue from the US, from which the company raked in $14.8 billion of its $35 billion in sales in Q3. But China was the company’s third-largest market, bringing in $5.4 billion, behind Singapore, which generated $7.6 billion.

OpenAI's flagship product is a large language model (LLM) called ChatGPT, which uses generative AI to answer queries of all kinds at fast speeds. While ChatGPT's seemingly infinite knowledge gives it the appearance of a modern-day online encyclopedia, there are actually quite a few technical processes going on in the background.