AI demand is accelerating, and TSMC's slowdown is a big-numbers illusion. Advanced packaging, not silicon, is the industry's true bottleneck.
Shopify has grown to become a major backbone of global e-commerce. Taiwan Semiconductor is a rare chip company that actually manufactures chips.
Though positive on an absolute basis, Diamond Hill International Strategy portfolio modestly trailed the benchmark during the quarter. From a sector perspective, health care and information technology
A secretive American startup says it has chipmaking technology to rival ASML and take on TSMC. Bloomberg's Ed Ludlow breaks the story on Substrate's particle accelerator-powered lithography machine an

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Nvidia's GPUs are the primary computing units being used for AI. Taiwan Semiconductor manufactures the chips for nearly all AI players.
Nvidia and Taiwan Semiconductor are supplying computing power for the AI arms race. Alphabet and Amazon have thriving cloud computing divisions.

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Nvidia continues to be the top option for AI computing hardware. Taiwan Semiconductor is launching a new chip technology to solve the AI energy crisis.
SoundHound's share price has doubled over the past year. Taiwan Semiconductor shares have also surged, and the company is profitable.
Large tech companies are increasing their investments in artificial intelligence (AI). Taiwan Semiconductor works with many tech clients across different categories.

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Nvidia's GPUs have been the industry standard since the AI trend kicked off three years ago. Broadcom is making an alternative to Nvidia GPUs.
Taiwan Semiconductor will see growth regardless of who has the best AI model or most advanced GPU. The company is launching a new technology that could address one issue from the massive AI buildout.

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Nvidia continues to be the AI infrastructure leader. Broadcom has a huge opportunity with AI ASICs.
In the high tech universe, there is only a single common road that Nvidia ( NASDAQ: NVDA ) , Advanced Micro Devices ( NASDAQ: AMD ) , Apple ( NASDAQ: AAPL ) , Qualcomm ( NASDAQ: QCOM ) , Broadcom ( NA
Companies like Nvidia, Broadcom, and AMD are in a heated race to see who can provide the best computing unit. Taiwan Semiconductor supplies chips to all three of these companies.
Insights from the Third Quarter 2025 13F Filing David Rolfe (Trades, Portfolio) recently submitted the 13F filing for the third quarter of 2025, providing insi
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