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NVIDIA orders 300,000 H20 chips from TSMC

Nvidia seeks extra 300,000 H20 GPUs to meet China's surging AI demand — places order with TSMC to meet unexpectedly strong interest

Nvidia has ordered 300,000 H20 GPUs from TSMC as Chinese demand surges, despite political backlash over national security risks. The U.S. still hasn’t approved export licenses, but Nvidia aims to retain its foothold in China’s AI market,

· 3h

TSMC Secures 300,000 H20 AI Chip Order As NVIDIA Boosts Supply To China

· 18h

Nvidia Orders Another 300,000 H20 Chips From TSMC As Soaring China Demand Reverses US Export Setback: Report

Tesla and Samsung sign $16.5 billion AI chip deal

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· 2h

Samsung stock rises on Tesla partnership after $16.5 billion AI chip deal

Analysts, however, said the deal could enhance prospects for Samsung's investments in its Texas-based new chip factory.

· 1d · on MSN

Elon Musk is going founder mode on Tesla's $16.5 billion chip deal with Samsung

· 1d

Elon Musk confirms Tesla has signed a $16.5 billion chip contract with Samsung Electronics

· 1d

Samsung wins $16.5 billion deal to make Tesla's A16 chips

Samsung will make Tesla's A16 chip in a deal worth 22.8 trillion won ($16.5 billion).

· 2d

Samsung Elec signs $16.5 billion contract to supply semiconductors

· 1d

Elon Musk: Importance of $16.5B Samsung-Tesla Deal is ‘Hard to Overstate’

· 1d

Tesla Picks Samsung for Its AI Chips. These Stocks Are Moving on the News.

The decision is moving a lot of stocks early Monday, including shares of the electric-vehicle maker.

· 21h

Elon Musk says Samsung’s mystery $16.5 billion AI chip deal is for Tesla.

· 1d

Musk touts Tesla chip deal with Samsung

14h

TSMC: The Most Important AI Play Is Still Ridiculously Cheap (Rating Upgrade)

Technological leadership remains TSMC's core advantage, with the upcoming N2 and A16 nodes driving multi-year revenue pipelines. Read why TSM is a Strong Buy.

Intel Vs. TSMC: AI Surge Boosts Taiwan Semiconductor as Intel Struggles with Losses

Intel’s Q2 2025 results highlight ongoing challenges with flat revenue and losses, while TSMC delivered strong growth driven by AI demand, reinforcing its market leadership as Intel seeks recovery.

7don MSN

Is TSMC the Only AI Stock You Need?

Key Points Shares of Taiwan Semiconductor gained after its Q2 earnings report.The chipmaker reported strong growth on the top and bottom line.TSMC stands by far as the dominant maker of advanced chips.

TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?

TSMC's soaring demand faces capacity limits & FX headwinds, curbing growth. Click for our updated look at TSM stock post the Q2 earnings release.

12don MSN

TSMC posts record quarterly profit on AI demand, but wary about tariffs

TSMC , the world's main producer of advanced AI chips, posted record, forecast-beating quarterly profit on Thursday but warned that future income might be hit by U.S. tariffs, though perhaps not until the fourth quarter.

12hon MSN

Should You Forget Palantir and Buy 2 Artificial Intelligence (AI) Stocks Instead?

Palantir's share price continues rocketing higher. But Nvidia and Taiwan Semiconductor could be better buys right now.