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.

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.

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

Taiwan Semiconductor Manufacturing reports a 57% jump in profit on strong demand for hardware to power AI systems.

NVIDIA's new Blackwell GB202 GPU and GDDR7 memory get some utterly beautiful die shots, with ASUS ROG GeForce RTX 5090D Astral OC'd to 3.4GHz under LN2.

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

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Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

Nvidia has partnered with TSMC for the development of silicon photonics. Speaking to reporters after meeting with TSMC chairman C.C. Wei in Taiwan, Nvidia CEO Jensen Huang said that the partnership was still in its earlier stages, with local media reported Huang said any results would “take a few years.”

TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.

Nvidia CEO Jensen Huang confirms changes in advanced packaging needs at TSMC, opting for CoWoS-L over CoWoS-S for upcoming Blackwell chip.

TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan, highlighted collaboration with TSMC on silicon photonics,