archiveAI chip demand

In a surprising jolt to its finances, Nvidia disclosed that two customers, which it did not identify, accounted for almost 39 percent of its sales during the second quarter of its fiscal year. The disclosure, included in a filing about its earnings, underscores both the power of Nvidia’s position in...

TSMC , the world’s biggest contract chip manufacturer, reported on Thursday that its second-quarter revenue had risen to 933.80 billion New Taiwan dollars, about $31.9 billion, higher than forecasts. The strong results were fueled by climbing demand for the company’s products, as interest in artificial intelligence applications continued to expand....