Nvidia'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.

TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.

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.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.

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.

NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.

Meanwhile, a slew of other tech executives including Elon Musk, Jeff Bezos and Mark Zuckerberg are reportedly set to attend the events on Monday.

The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.

Overall, ASML Holding N.V. reported a very strong Q4 and set the stage for a promising fiscal '25 performance. Learn more about ASML stock here.