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21.01.26 - 04:06
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Nvidia challenges Apple′s longtime TSMC priority (Digitimes)
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Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power toward Nvidia and other high-performance computing customers. The change highlights how AI workloads are reshaping capacity allocation at the world's largest contract chipmaker, reducing Apple's ability to secure priority production at the most advanced nodes....
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20.01.26 - 07:57
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ASML-Aktie: Die Spannung steigt (Der Aktionaer)
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Anfang September 2025 fiel bei der ASML-Aktie der Startschuss für eine dynamische Aufwärtsbewegung. In der Spitze legten die Papiere des niederländischen Chipausrüsters seitdem rund 85 Prozent zu. Begleitet wurde die Rallye von mehreren positiven Analystenstimmen und einem vielversprechenden Ausblick von Taiwan Semiconductor (TSMC)....
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20.01.26 - 05:30
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TSMC builds ′virtual IDM′ for Apple chips (Digitimes)
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TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers stationed at TSMC headquarters, effectively treating the foundry as an extension of its own operations....
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20.01.26 - 03:48
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AI bubble concerns ease with Taiwan′s IT sector-driven economic growth (Digitimes)
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Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing Company (TSMC) reached a market capitalization of NT$46 trillion (US$1.45 trillion). Taiwan's information electronics sector is forecast to contribute over 6% to the nation's GDP by 2025, supported by strong chip manufacturing and AI server assembly....
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