Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga

## Episode Summary In this episode, we cover: - **Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity - Benzinga** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi4wFBVV95cUxNQkJwR1ozRmlGcXpxTVBrWGlFdzJ2bmlKQ0FnUWRtbTZVaHdLM3JCVVlJem1tRG1zX3hSZ2dHQTV0NGxuRktnRjBFX2pPd1NrMkRPQUU3SEJ0Tk1rcWpkNEtRUmpRc3BkVnRiMmotN09ZNTFmWVU3NWx4ajRDaGJSNDZsODNvQ1p1TTlsX183SDBXdHU0cW5xZWhRTXIwZnZxMDFLQUtnc0tPQnZoV2RrRFExRGNkeDhvNXlIY0dNMHVaSXJzV1V4aXA1bVBkaTIwbmVwZ1EwVXNOZHpIN2V2R2ZjNA?oc=5) - **TSMC stock drops despite record profit amid 'extremely robust demand' for AI chips - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3AFBVV95cUxPY3JaUnZwbnJYUWtTbG9yY1FpM3NGSGlWN1QxeVM3eHotc3dqQ0xNdE5yaS03U1N6dV9BUWxLTnNXbklacXdtLU1aS2tZdlVlUmkwb1h4MThrTHFtcFBBTG82TFlsTTFqZVY2bnQ0QVgyZE9aYnpNa3M1QnRNTlJEZmoyb0ZoVGFjeTM0RTk5UjFycV9oUmRqVWd0V2FzTE90QnNoQzZOQ1JRTk1hZmRrTDJ2YWFrRVZRLVpiZEg4OGNVSUEwYnN0ZlhIMjVkd0tZdUgwV2FoYXdlSFF1?oc=5) - **TSMC Eyes Texas Expansion As AI Chip Demand Surges, Terafab Talks Confirmed - Dallas Express** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiugFBVV95cUxPeUR0VnJLODRmbnltc1ZtaUsycmdhS0ljbjVoeDB4NEtSamc5NnRxWjZ6a1hrV056VkZhS3lzV1hjR09TSEJtS2NrczZqaU5XazBnNnRyZVZSQ1g1a0o2SzhIMmtFNEQ0VVlRTFFZOWZ5Nk1NdW4ycU82eXY2eTR2SWY4WGNxSFlXdEpCMG9RWm1SNmVwRWUzbE11aU1ITk5MaDFpbHhERkJTbkI3UXhmR1BiOUdFdmpqU0E?oc=5) - **TSMC posts record profit as AI chip demand defies market debt fears - Startup Fortune** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMimwFBVV95cUxPZlNqRS1EV3BTMmJ3YWRqc2JpOXJYX1FmeGJaTG5Qd3VxaWdyUjdHVVhTM05XRFBocHlBZ3JsQXY3amNMTEVFcmFtQ0R0WEJvNjQxVHJTeEV0RVQwT2xNaV9pLVByWlZyUkdCbEI5VnZpRmNfTEJQR09sNml1Nk9LbjBwUUtLeE1Mb2xHRkgxd19IU0d0NlFaNmJkTQ?oc=5) - **Warning Shots Fired as AMD Announces New Data Center GPUs - EE Times** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMipwFBVV95cUxPTTMtM3Frd2RWZjliTUtDV1dkRndzcF9ud3gxYUJ0aE9oaW93WUpLN01jZnZ4S3BXOEVlUHkzVnctY1NMUklBVkFJYkdPbVhOQTFRbkpybVVMLUQ5M0wyZnpUN1g5SXFqVzNacjVZY0xpcm9HRWxyVF83WUtCTHFNdGpBVUZRY240ZDNkbzdIWV9Eal9qNFNrMEloTkF5NXptV25nak4zRQ?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*