Nvidia (NASDAQ: NVDA) has secured over 70% of Taiwan Semiconductor Manufacturing Co.s (NYSE: TSM) advanced chip packaging capacity for 2025, as AI-driven demand for high-performance chips surges, Taiwanese media

TSMC announced plans to invest an additional $100 billion on advanced chip manufacturing in the United States, bringing its total US investment to $165 million.

TSMC unveiled plans to nearly triple its investment in the United States to US$165 billion, a move that reshapes the global chip industry landscape amid surging artificial intelligence demand and intensifying US-China technological competition.

Trump lauded plans by companies such as Apple, TSMC and OpenAI to invest hundreds of billions of dollars in new data centers and chip plants to push artificial intelligence forward. [The Wall Street J

Apple has introduced new 11-inch and 13-inch iPad Air models featuring the M3 chip, TSMC announced an additional $100 billion to expand U.S. semiconductor manufacturing, and Waymo and Uber have

China's DeepSeek AI sparked a sell-off in artificial intelligence (AI) stocks after sharing breakthroughs in developing highly efficient training and inference algorithms for large language models. In other words,

Chipsets known as graphics processing units (GPUs) are perhaps the most important hardware in generative AI development right now. For the last couple of years, investing in semiconductor stocks has generally been a great idea -- as you're nearly guaranteed some form of exposure to GPUs or data centers.

The stock market has cooled off just a bit in the past few weeks after its torrid pace over the past two years, but it is still solidly in bull market territory. If this bull market is to continue, AI will likely play a role.

Taiwan-based TSMC fabricates the vast majority of the advanced chips for AI and smartphones. Now more of that fabrication could move to Arizona.

Broadcom's share price rose by as much as 14% in extended trading, after the firm reported healthy demand for its custom AI chips.