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.
TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.
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.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.
NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.
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 ...
We recently published a list of Was Jim Cramer Right About These 12 Stocks? In this article, we are going to take a look at where Nvidia (NASDAQ:NVDA) stands against other stocks that Jim Cramer discussed 6 months ago.
I spent a week extensively testing the RTX 5080, and overall it's the best premium graphics card for most people you can get right now.