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

Semiconductor stocks are getting hit with a wave of bearish pressures following news that the U.S. will take new steps to limit the export of advanced chips used for AI.

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan, highlighted collaboration with TSMC on silicon photonics,

Nvidia has partnered with TSMC for the development of silicon photonics. Speaking to reporters after meeting with TSMC chairman C.C. Wei in Taiwan, Nvidia CEO Jensen Huang said that the partnership was still in its earlier stages, with local media reported Huang said any results would “take a few years.”

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

Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

Kuo predicts Himax as potential supplier for Taiwan Semiconductor's Compact Universal Photonic Engine development, with revenue reaching $2.4B in 2028.

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.

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