Nvidia’s stock is lagging semiconductor peers in the wake of TSM earnings — underscoring both its well-trodden narrative and the self-reinforcing outperformance of memory stocks.

Taiwan Semiconductor Manufacturing's heavy spending is great news for companies which sell machinery and other tools for chip manufacturing.

Taiwan Semiconductor Manufacturing Co. reported quarterly results that topped analysts' estimates on growing AI demand.

President Donald Trump enacted a new 25% tariff on “certain advanced computing chips” on Wednesday, according to a White House fact sheet. That includes Nvidia’s H200 chip and AMD’s MI325X. However, chips imported to support building up the US technological supply chain would be exempt.

The agreement with the start-up Cerebras is the latest in a series intended to expand the A.I. company’s computing power.

A chip that produces microscopic “earthquakes” could change smartphone design, allowing manufacturers to shrink internal components while boosting signal handling and data speeds using surface acoustic wave technology.

Once the dominant player in chips, Intel has struggled to keep pace with rivals over the past decade. An executive discussed the company’s AI strategy and future direction, driven by the launch of its new Core Ultra 3 chips.

Overnight, Wall Street rallied with chip and bank stocks leading gains. TSMC spending outlook boosts semiconductor sentiment globally. U.S.-Taiwan trade deal puts Asian chip stocks in focus. Asian chip stocks climbed Friday,