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

Huawei has boosted yield of AI chips to 40%, becoming profitable for the first time. It aims to reach 60% yield, while facing competition from Nvidia.

A team of engineers and weather specialists at Nvidia, working with a colleague from Taiwan's Central Weather Administration, has developed a new AI app aimed specifically at generating higher resolution local weather forecasting.

More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders to major backend packaging and testing providers,

Intel (NASDAQ: INTC) stock has been testing the patience of investors for years. Over the last decade, the stock has fallen 33% as nearly all of its peers, including AMD, Broadcom, Nvidia, and Taiwan Semiconductor Manufacturing Co.

The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave of strong growth momentum.

Nvidia's foundry partner TSMC reported a nice jump in sales for January 2025. TSMC expects to increase its advanced chip packaging capacity substantially this year, and that bodes well for Nvidia. The incremental spending by tech giants is projected to be higher in 2025,

Taiwan Semiconductor is also considering a deal with Intel that would see it take over Intel's fabrication unit. The chipmaker has fallen behind rivals like AMD and Nvidia in the all-important artificial intelligence (AI) market and is considering deals with several other chipmakers that would lead to a major shakeup.

Nvidia's quarterly outlook on Wednesday suggested demand from Microsoft, Amazon and other heavyweight tech companies racing to build out AI infrastructure remains robust, though the outcome failed to significantly quell fears of overspending in the booming industry.

Taiwan Economy Minister Kuo Jyh-huei said on Thursday that chipmaker TSMC would need government permission for any overseas joint ventures, but the government will not interfere in its decisions. U.S.

The back drop to all this, of course, includes threats from President Trump to apply up to 100% tariffs on chips from Taiwan, TSMC's expanding chip production facilities in the US, plus rumours that TSMC is in talks with Intel to take joint control of the latter's fabs in some kind cooperation with Intel.