There was mixed news to start the week from Nvidia’s key supplier Taiwan Semiconductor Manufacturing, or TSMC.

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

OpenAI teams up with TSMC to produce AI chips, shifting away from Nvidia while continuing to use AMD and Broadcom ...

OpenAI is entering the final stages of designing its long-rumored AI processor with the aim of decreasing the company's ...

Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.

TSMC will be manufacturing OpenAI’s in-house chip using the chipmaker’s advanced 3-nanometer process technology.

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

Nvidia can’t deliver a generational uplift on the level of the RTX 4090 unless transistors get smaller, and that’s becoming ...

A surprise dinner at Morris Chang's home in 2010 led to Apple becoming TSMC's biggest client, a partnership that reshaped the semiconductor industry and remains critical today, with Apple accounting ...

Nvidia shares gained Monday, leading other chip stocks higher in a boost to the tech sector as the major U.S. indexes looked to rebound from Friday's losses.

Making a high-performance processor in-house will be a bargaining chip as the AI giant buys from NVIDIA, Reuters said.

Inside OpenAI, the training-focused chip is viewed as a strategic tool to strengthen OpenAI's negotiating leverage with other ...