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15.01.26 - 08:57
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NVIDIA Aktie: An der 100-Tage-Linie - Chartanalyse (Aktiencheck)
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Zürich (www.aktiencheck.de) - NVIDIA-Chartanalyse der UBS:
Die Aktie von NVIDIA Corp. (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) ist gestern mit einem Minus von 1,4% an den GD100 zurückgefallen, wie aus der Veröffentlichung "KeyInvest DailyTrader" der UBS hervorgeht. [mehr]...
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15.01.26 - 08:54
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TSMC retains pricing power using Apple and AI dual structure (Digitimes)
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Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses led by Nvidia, AMD, and hyperscale data centers is gradually diluting Apple's influence. Smartphones accounted for 49% of TSMC's revenue in the first quarter of 2020, while HPC contributed 30%. By the third quarter of 2025, HPC's revenue share had surged to 57%, with smartphones falling to a secondary growth driver....
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15.01.26 - 08:06
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NVIDIA Outperform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat die Bewertung der Aktien von Nvidia beim Kursziel von 240 US-Dollar mit "Outperform" aufgenommen. Die Sorgen vor nachlassenden Investitionen in Künstliche Intelligenz (KI) seien überzogen, schrieb ......
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15.01.26 - 04:06
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TSMC Arizona yields depend on Taiwan′s on-site experts (Digitimes)
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TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires more than 2,000 tightly coordinated process steps, making yield optimization a persistent challenge, including at TSMC's Arizona fab....
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15.01.26 - 02:15
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Trump Approves NVIDIA's H200 Chip Sales to CN; US Govt to Take 25% Cut (AAStocks)
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US President Donald Trump confirmed on Wednesday that the US government will approve NVIDIA (NVDA.US) to export and sell its AI chip H200 to China, but the government will take a 25% cut of the sales as an additional fee.Trump stated that unlike NVIDIA's previous H20 chip for the Chinese market, the H200 is a derivative vers......
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