Lates News
1. The agreement between TSMC, NVIDIA, and Intel also includes plans for joint development of PC and data center chips, which poses a potential threat to TSMC. TSMC is currently the main manufacturer of NVIDIA's flagship processors, and this global company with the highest market value may potentially transfer some of its business to Intel in the future. Pre-market reaction: down nearly 2%
2. AMD, which competes with Intel in the supply of data center chips, may also suffer losses due to NVIDIA's support. Pre-market reaction: down more than 5%
3. Broadcom, which also has chip interconnect technology and helps companies like Google develop AI chips, may form a competitive relationship. Pre-market reaction: up more than 1%
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