U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.
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Spitballing Nvidia's RTX 5090 GPU die manufacturing costs — die could cost as little as $290 to makeNvidia's GB202 graphics processing unit has a die size of 761.56 mm^2, which makes it one of the largest GPUs for client PCs ever produced. The graphics card model it powers — the GeForce RTX 5090 — also appears among the most expensive add-in boards ever.
Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.
Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.
The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.
GeForce RTX 5080.The price level of $999 certainly sites better. Armed with 84 streaming multiprocessors and a total of 10,752 CUDA cores (roughly half the core count of the RTX 5090) it features a sleek two-slot design.
Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.
NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.
Anyone who has been around in PC gaming for a long time will know that every time a new high-end graphics card gets launched, supply is never enough to meet demand. In the case of the GeForce RTX 5090, board partner MSI says that its cards will have limited availability and it's down to an insufficient number of GB202 GPUs from Nvidia.
The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.
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