AI chips

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Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM)

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Independent Equity Research Report All data used in this analysis is sourced exclusively from publicly available filings, earnings transcripts, government data, and free financial aggregators. No proprietary data, paid research, or institutional tools are used — which means every number you see here can be verified by you, directly, in minutes. I have no financial… […]

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OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips

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On Thursday, OpenAI released its first production AI model to run on non-Nvidia hardware, deploying the new GPT-5.3-Codex-Spark coding model on chips from Cerebras. The model delivers code at more than 1,000 tokens (chunks of data) per second, which is reported to be roughly 15 times faster than its predecessor. To compare, Anthropic’s Claude Opus

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Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty

ai, AI (Artificial Intelligence), AI chips, AI GPU, AI Infrastructure, Alibaba, Artificial Intelligence, Biz & IT, bytedance, china, datacenters, Jensen Huang, Machine Learning, nvidia, semiconductors, Tencent, US-China relations

On Wednesday, China approved imports of Nvidia’s H200 artificial intelligence chips for three of its largest technology companies, Reuters reported. ByteDance, Alibaba, and Tencent received approval to purchase more than 400,000 H200 chips in total, marking a shift in Beijing’s stance after weeks of holding up shipments despite US export clearance. The move follows Beijing’s

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TSMC says AI demand is “endless” after record Q4 earnings

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On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei told investors that while he cannot predict the semiconductor industry’s long-term trajectory, he remains bullish on AI. TSMC manufactures chips for companies including Apple, Nvidia, AMD,

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