Yang Jie said that ten years ago, Internet +, five years ago 5G+, and now we have entered AI+.

Recently, TSMC announced an additional $100 billion investment in the United States, bringing the total investment to $165 billion, setting a record for the largest foreign investment in U.S. history. Trump, Wei Zhejia and the U.S. Secretary of Commerce attended the announcement ceremony. The funds will build three wafer fabs, two advanced packaging facilities and a research and development center in Arizona. TSMC is expected to create 40,000 jobs and drive more than $200 billion in indirect economic output in the next decade. This move responds to the U.S. semiconductor repatriation policy and will also improve the U.S. AI supply chain. TSMC's main customers in the United States include chip design giants such as Apple, Nvidia and AMD, and the investment will provide them with a more stable supply of high-end chips.

Nvidia's collapse can be called a "perfect storm" with multiple factors superimposed.

OpenAI is working with Broadcom and TSMC to develop inference chips, optimize the supply chain, reduce dependence on GPUs, and face the challenge of high computing costs.

Artificial intelligence has become the lifeblood of the chip industry's profits.

TSMC decided to suspend shipments to a certain customer and launch a detailed investigation after discovering that a chip supplied to the customer was used in Huawei products.

Analysts at Needham & Company raised their price target for TSMC to $225 from $210, predicting TSMC's revenue will reach $110 billion in 2025.

The chip industry is undergoing a round of value screening.

Nvidia and TSMC have been in partnership for nearly three decades, forming a highly symbiotic business model. The rapid development of the AI ​​market has also made Nvidia TSMC's second largest customer after Apple.

Taiwan Semiconductor Manufacturing Company's (TSMC) strong performance in the third quarter of 2024 underscores the company's ability to thrive against a backdrop of growing demand for advanced chips.

The latest financial results of major U.S. stock companies reveal a series of important data, with Netflix and TSMC becoming the focus.

After Asmai's performance was booming, TSMC's unexpected financial report injected confidence into the AI track.

Where is the inflection point in the artificial intelligence race?

According to market sources, following Apple, AMD will also buy high-performance computing (HPC) chips from TSMC's Arizona fab Fab 21.

TSMC executives recently visited the UAE and talked about building a factory complex, according to people familiar with the matter. Meanwhile, Samsung Electronics is also considering setting up a large chip manufacturing operation in the UAE in the coming years.

Foreign media reported that ByteDance plans to cooperate with TSMC to begin mass production of its two self-developed AI chips based on the 5nm process by 2026, but ByteDance officials responded that the report was untrue.

TSMC's responsible person confirmed the cooperation with Samsung at Semicon Taiwan 2024, noting that collaboration with partners has become particularly important as the HBM process has become increasingly complex.

It is understood that SoftBank failed to reach an agreement with Intel on the plan to cooperate in the production of AI chips, so it turned to TSMC for foundry.

Analysts at Citibank believe the recent decline in TSMC shares on rumors of delays in NVIDIA's advanced artificial intelligence processors is excessive.

NVIDIA AI chips shipments delayed by 3 months due to design flaws, related suppliers affected.