U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.
· 2d · on MSN
Trump's threat of Taiwan chip tariffs could give Nvidia a fresh headache after DeepSeek
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Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC
Trump’s 100% tariff threat on Taiwan chips raises cost, supply chain fears
While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.
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.
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.
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
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.
The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.
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 ...
Samsung Electronics has today warned of sluggish sales of its artificial intelligence chips in the current quarter due to US export restrictions to China, and as it worked towards launching an improved version of its high-end chips.
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