Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

Taiwan Semiconductor Manufacturing (NYSE: TSM), has seen a significant reduction in holdings by Truxt Investmentos Ltda. The investment firm decreased its position by 84.6% in the fourth quarter, selling 22,361 shares and retaining 4,072 shares valued at $816,000. This adjustment reflects a strategic portfolio realignment by Truxt Investmentos Ltda.

NVIDIA (NASDAQ: NVDA) stock is recovering from a recent downturn caused by competition from China’s DeepSeek. The rebound is supported by significant capital expenditure commitments from tech giants like Amazon, Google, Microsoft, and Meta Platforms, focusing on AI infrastructure. Additionally, a French project led by FluidStack plans to build a nuclear-powered AI computing facility, potentially housing a substantial number of Nvidia chips. Nvidia’s key supplier, Taiwan Semiconductor Manufacturing (NYSE: TSM), reported a 36% year-over-year revenue increase for January, despite anticipating lower first-quarter revenue due to recent earthquake-related production disruptions. TSMC aims to double its advanced chip-packaging capacity by 2025, essential for Nvidia’s high-performance AI chips. Nvidia is set to report its earnings on February 26.

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Amkor Technology, Inc. (Nasdaq: AMKR) and TSMC (TWSE: 2330, NYSE: TSM) announced today that the two companies have signed a memorandum of understanding to collaborate and bring advanced packaging and test capabilities to Arizona, further expanding the region’s semiconductor ecosystem.

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ASML Holding N.V. (NASDAQ: ASML) designs and manufactures extreme ultraviolet (EUV) lithography machines that use light to precision print microscopic