Silent Giant TSMC Returns to the Peak of Its Powers as the AI Boom Continues

Silent Giant TSMC Returns to the Peak of its Powers as the AI Boom Continues

AI and U.S. development stocks have actually rebounded to tape highs after their downturn in February and March, rewarding those who purchased the dip, particularly in the IT and AI sectors. At the heart of this renewal is Taiwan Semiconductor Production (TSM), much better called merely “TSMC”, the quiet powerhouse behind the AI boom. The stock is within grasp of yet another historical high around the $225 mark. Positive Investing Begins Here: T…

Trump's first onshoring win isn’t the iPhone – it's the AI server

As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their U.S. footprint to serve customers like Nvidia, Microsoft and Amazon.

Trump’s First Big “Made in USA” Win AI Servers, Not iPhones

A surge in Foxconn and Wistron expansions positions AI server hardware, not smartphones, as Trump’s first true US-made high-tech victory. The post Trump’s First Big “Made in USA” Win AI Servers, Not iPhones appeared first on MSPoweruser.