Discover why TSMC's stock has outperformed the market due to AI-driven growth, but faces challenges from geopolitical risks.

I'm a huge fan of die shots, so let's dive right into it. NVIDIA's new Blackwell GB202 GPU is fabbed on the TSMC 4nm process node, with up to 92 billion transistors, 4000 AI TOPs, 380 RT TFLOPs ...

NVIDIA's new Blackwell GB202 GPU is fabbed on the TSMC 4nm process node, with up to 92 billion transistors, 4000 AI TOPs, 380 RT TFLOPs, 125 TFLOPS of FP32 compute, and the fastest GDDR7 memory ...

What just happened? As the world's leading semiconductor manufacturer, TSMC's production halt following the 6.4-magnitude earthquake in Taiwan has triggered industry-wide concern. Its customers ...

The 5090 also has a 575-watt GPU versus the 450-watt GPU in the 4090, all while using the same TSMC 4nm 4N process node and upgraded PCIe Gen 5 interface. Nvidia has upgraded the Tensor Cores to ...

As TSMC's Arizona semiconductor fab prepares to begin mass production, the local semiconductor supply chain continues to strengthen. Industry experts suggest that if Trump promotes semiconductor ...

Page 2: GeForce RTX 5090 FE Review: AI, 3D Rendering And Creator Workloads Page 3: GeForce RTX 5090 FE Review: UL 3DMark Synthetic And VR Benchmarks Page 4: GeForce RTX 5090 FE Review: Game Tests ...

Himax, exclusive supplier for TSM's COUPE micro-lens arrays, sees revenue projected to hit $2.4B by 2028, per Ming-Chi Kuo. TSM prioritizes COUPE with mass production validation underway; AMD ...

The new Blackwell GB202 GPU in the RTX 5090 is built on a TSMC 4nm process, compared to the RTX 4090's TSMC 5nm AD102 GPU. The SM design is the same, so 128 CUDA cores, one ray tracing core ...

Still very expensive 16-pin connector will test cable management skills RTX 4080 Super and RX 7900 XTX a better bet for gamers With the launch of the Nvidia GeForce RTX 5090 on January 30, 2025 ...