· 2d · on MSN
DeepSeek’s $1 trillion stock market crash: Nvidia, TSMC, and Broadcom recover some losses after AI shock
· 1d
Retail Investors Buy $920M Worth of Nvidia Stock (NVDA) Since Monday’s Crash
Nvidia, Chip Stocks Rebound as DeepSeek Panic Dies Down
Following the market plunge triggered by the release of the DeepSeek chatbot, Nvidia has recovered a large portion of its losses.
· 2d · on MSN
Trump's threat of Taiwan chip tariffs could give Nvidia a fresh headache after DeepSeek
· 3d
Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC
Trump’s 100% tariff threat on Taiwan chips raises cost, supply chain fears
While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.
Hosted on MSN1d
Spitballing Nvidia's RTX 5090 GPU die manufacturing costs — die could cost as little as $290 to makeNvidia's GB202 graphics processing unit has a die size of 761.56 mm^2, which makes it one of the largest GPUs for client PCs ever produced. The graphics card model it powers — the GeForce RTX 5090 — also appears among the most expensive add-in boards ever.
TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.
4h
TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s contributions, is poised for future success.
Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.
NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.
Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.
The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.
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