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URGENT: What TSMC Just Revealed About NVIDIA (Broadcom Too)
Broadcom stock jumps on new $10 billion customer
Broadcom, TSMC considering possible deals that would split up Intel: WSJ
The Day Intel Died: The $200 Billion Mistake That Built Nvidia
Intel stock climbs: TSMC has pitched Nvidia, AMD on venture to run Intel's foundry
Intel's foundry business is the problem child, says Raymond James' Srini Pajjuri
Nvidia Rises, Broadcom Drops, Campbell's Slumps on Sales Drop | Stock Movers
Broadcom Challenges Nvidia in AI Race | Open Interest 3/5/2026
Why AMD Intel and Nvidia Stock Are Jumping Today
Everyone Wants Off Nvidia. Broadcom Sells Them the Exit.
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Last Updated: October 3, 2026
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Summary
TSMC has pitched US chip designers Today we take a look at Taiwan Semiconductor Manufacturing Company or TSM or TSMC. One of the most important companies ... CNBC's Kristina Partsinevelos joins 'The Exchange' to discuss the chips race between Vivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss reports of Srini Pajjuri, Raymond James senior semiconductor analyst, joins 'The Exchange' to discuss the idea of splitting up On this episode of Stock Movers: - Semiconductor stocks are having a great day, stock prices for AMD Stock, Google, Meta and OpenAI are all designing custom AI chips to depend less on
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