NVIDIA Corp Company News

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TSMC will produce 3-nanometer chips at its Kumamoto site in Japan as it races to meet demand for AI chips.

STORY: “I am honored to be here to announce a new gigafab plan in Kumamoto, Japan.” Taiwan’s TSMC is stepping up its global expansion, with Chief Executive C.C. Wei confirming plans to mass‑produce advanced 3‑nanometer chips in Kumamoto, southern Japan.Local media put the investment at $17 billion, and it comes as the company moves to meet surging demand for AI processors.The firm declined to comment on the reported investment figure.:: TSMCTSMC is the world's largest contract chipmaker and a key supplier to companies such as Nvidia.It currently makes its most advanced processors in Taiwan.The new move puts Japan among the production sites for cutting‑edge chips used in high‑performance computing and AI servers.TSMC's earlier plans for the country had focused on less advanced technologies.“We believe this fab will further contribute to the local economic growth and most importantly, form a foundation for Japan’s AI business.” TSMC plans to start producing three‑nanometer chips at a plant in Arizona in 2027.The boom in AI has helped the chipmaking giant, Asia's most valuable listed company, to outshine its rivals.Wei said the firm is also in talks over a deeper collaboration with Japanese customers and partners.:: TVQJapan, which has already subsidized TSMC’s facilities there, is considering offering additional support...:: Fileas it moves to secure access to crucial chips for key industries like automotive and defense.

Demand for data center chips is not slackening.

TAIPEI, Feb 5 (Reuters) - Taiwan's Foxconn on Thursday flagged strong expectations for its first quarter performance, after reporting a 35.5% year-on-year rise in January revenue.

(Bloomberg) — Hon Hai Precision Industry Co.’s (2317.TW, HNHPF) revenue rose 35.5% in January, suggesting demand for Nvidia Corp. (NVDA) servers remains resilient during a global wave of AI development.

ASE Technology Holding, the world's largest ​chip packaging and testing provider, said ‌on Thursday that it expects its advanced packaging business ‌to double in size to $3.2 billion in 2026. ASE Chief Operating Officer Tien Wu made the comment on a conference call ⁠following its quarterly ‌earnings, which saw it report fourth-quarter revenue of T$177.9 billion ($5.62 billion), ‍up 9.6% from a year earlier. The holding ​company's subsidiary Siliconware Precision Industries (SPIL) is a ‌major packaging supplier for Nvidia's AI chips.

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm is sticking with both stocks, slightly favoring Nvidia due to a lower AI valuation multiple. We prefer NVDA at the margin – materially lower P/E multiple on the AI […]

STORY: Nvidia and its Chinese customers are once again caught in the crossfire of the U.S.-China tech war.A Reuters source says the Trump administration is willing to let Tiktok-owner ByteDance purchase Nvidia’s H200 processors, but the chipmaker has not agreed to the proposed conditions.:: FileThe U.S. signaled approval for a license about two weeks ago, but the company has not accepted Know-Your-Customer rules aimed at blocking access by China’s military, among other conditions.In a statement, Nvidia said it cannot accept or reject conditions on its own, and said that any rules must be commercially viable.Sources say talks with Washington continue over the broader terms for shipping the chips to Chinese customers. In mid-January, the Commerce Department loosened its licensing policy.However, it added new requirements, including strict customer screening and third‑party testing in the U.S. before shipments can proceed.Later that month, Nvidia CEO Jensen Huang discussed the state of play with reporters:"The goal is to, to balance, to simultaneously achieve national security as well as technology leadership, as well as economic leadership. And every country needs to find that balance and President Trump has found his balance and he encourages us to go back to China with H200 and extend NVIDIA's, extend America's technology leadership and AI leadership."Neither ByteDance nor the Commerce Department immediately responded to a request for comment.Beijing has already given preliminary approval for some major tech firms to import the chips.:: FileOne source says at least a few U.S. shipments could move ahead before Donald Trump’s expected meeting with Chinese President Xi Jinping in April.

The "SaaSpoclaypse" continues, but one top tech leader thinks it's overblown.

We came across a bullish thesis on Super Micro Computer, Inc. on Investment Edge’s Substack by David Vicuña. In this article, we will summarize the bulls’ thesis on SMCI. Super Micro Computer, Inc.’s share was trading at $31.21 as of January 28th. SMCI’s trailing and forward P/E were 24.57 and 16.50 respectively according to Yahoo Finance. Supermicro, Inc. […]