If money were not a factor, a Google software engineer says custom chips, like those from Broadcom , would always be his default selection to build cutting-edge artificial intelligence models. “I am a hundred percent using a custom chip of some sort if resources are not a constraint and I need to move fast and…
Tesla CEO Elon Musk attends the Saudi-U.S. Investment Forum, in Riyadh, Saudi Arabia, May 13, 2025. Hamad I Mohammed | Reuters Tesla reported better-than-expected fourth-quarter results after the bell on Wednesday, but revenue for the year dropped 3%, the first time on record the company has recorded an annual decline. The stock rose 3% in extended…
onathan Raa | Nurphoto | Getty Images ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead of estimates as AI demand continues to support the Dutch chip giant’s business. Bookings, one of the most closely-watched metrics from investors, came in at 13.2 billion euros ($15.8 billion) in the…
Intel CEO Lip-Bu Tan holds a wafer of CPU tiles for the Intel Core Ultra series 3, code-named Panther Lake, outside the Intel Ocotillo campus in Chandler, Arizona. Courtesy: Intel Wall Street is piling into Intel ahead of the chipmaker’s quarterly earnings report scheduled for after the close on Thursday. The stock jumped about 11%…
A logo on the exterior of the ASML Holding NV headquarters in Veldhoven, Netherlands, on Wednesday, Jan. 24, 2024. Peter Boer | Bloomberg | Getty Images Dutch semiconductor equipment company ASML has held gains to hit record highs, following Taiwanese chipmaker TSMC’s strong earnings report on Thursday. ASML — Europe’s most valuable company and the…
CNBC’s Jim Cramer on Thursday suggested a strong quarter from Taiwan Semiconductor renewed Wall Street’s faith in artificial intelligence stocks, including industry leader Nvidia. “Taiwan Semi made mincemeat of the skeptics who’ve been doubting AI’s staying power,” he said. “They said something that we have only heard from Jensen Huang, CEO of Nvidia — the…
U.S. President Donald Trump (right) and C.C. Wei, chief executive officer of Taiwan Semiconductor Manufacturing Co. (left), shake hands during an announcement of an additional $100 billion into TSMC’s U.S. manufacturing at the White House in Washington, DC, U.S., on March 3, 2025. Bloomberg | Bloomberg | Getty Images Buoyed by yet another blockbuster earnings…
The city skyline is seen with the landmark Taipei 101 building from a lookout point on Elephant Mountain in Taipei on April 14, 2025. (Photo by I-Hwa Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images) I-hwa Cheng | Afp | Getty Images Asia-Pacific markets were mixed Friday, breaking ranks with a rally on…
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced on Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion…
TSMC offices in San Jose, California, on April 18, 2024. Bloomberg | Bloomberg | Getty Images Taiwan Semiconductor Manufacturing Company on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. Here are the company’s results versus LSEG SmartEstimates, which are weighted…
