Nvidia & Semiconductor Manufacturing International Corporation
14 shared events · Importance 9 · Last updated Aug 25, 2026
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Business
Nvidia: As a major TSMC customer, Nvidia benefits from expanded U.S. capacity and robust AI chip demand. Its demand is a key driver of TSMC's growth.
Semiconductor Manufacturing International Corporation: TSMC is the central entity, committing an additional $100 billion to Arizona, raising total U.S. investment to $265 billion. It reported record Q2 profits and raised its 2026 revenue and capex forecasts, reflecting strong AI demand.
Jul 16, 2026 · 85 articles
Business
Nvidia: Nvidia is raising AI server prices by over 15% due to rising memory costs, reflecting its strong pricing power and robust demand for its AI chips. This move could boost revenue but may also push customers toward alternatives.
Semiconductor Manufacturing International Corporation: TSMC, as Nvidia's contract manufacturer, faces capacity constraints but benefits from sustained high demand for advanced chips.
Aug 22, 2026 · 27 articles
Business
Nvidia: Nvidia is part of the Roundhill Magnificent Seven ETF and a key semiconductor name; Tiger Global cut its holdings, reflecting reduced institutional exposure to AI-related stocks.
Semiconductor Manufacturing International Corporation: Tiger Global and SoftBank reduced their holdings in Taiwan Semiconductor, reflecting a cautious stance on semiconductor stocks despite overall bullish tilt.
Aug 14, 2026 · 13 articles
Business
Nvidia: Nvidia is mentioned as the leader in AI GPUs and a key customer of TSMC, with CEO Jensen Huang praising TSMC. The articles reinforce Nvidia's reliance on TSMC for manufacturing.
Semiconductor Manufacturing International Corporation: TSMC is the primary subject of the analysis, praised for its monopoly in advanced chip manufacturing, strong Q2 results, and $100 billion Arizona expansion. The articles recommend it as the better AI play, which could boost investor confidence.
Jul 19, 2026 · 6 articles
Business
Nvidia: Nvidia is AMD's main rival in AI GPUs; AMD's progress intensifies competition but also validates the AI infrastructure market that benefits Nvidia.
Semiconductor Manufacturing International Corporation: TSMC is AMD's key manufacturing partner; its advanced packaging capacity constraints are a hurdle for AMD's supply, but TSMC benefits from AMD's growth.
Aug 04, 2026 · 19 articles
Business
Nvidia: Nvidia faces increased competition from Etching (disambiguation) and other startups challenging its dominance in AI chips. Etching (disambiguation) has reportedly recruited about 15% of its team from Nvidia, potentially impacting Nvidia's talent pool.
Semiconductor Manufacturing International Corporation: TSMC manufactures Etching (disambiguation)'s chip using its N4P process, benefiting from increased demand for advanced AI chips.
Aug 18, 2026 · 7 articles
Regulatory
Nvidia: Nvidia is the manufacturer of the B300 chips at the center of the smuggling scheme. While the company itself is not accused of wrongdoing, the indictment of a senior manager highlights potential compliance vulnerabilities and could lead to increased regulatory scrutiny.
Semiconductor Manufacturing International Corporation: TSMC is a key partner of Nvidia and manufactures its advanced chips. While not directly involved in the case, the event underscores the importance of Taiwan's semiconductor ecosystem and may indirectly affect TSMC's reputation.
Aug 24, 2026 · 6 articles
Business
Nvidia: Benefited from the AI rally, with shares rising. Continued to be a key beneficiary of AI infrastructure spending.
Semiconductor Manufacturing International Corporation: Gained on AI chip demand. Benefited from the global AI rally.
Jul 14, 2026 · 280 articles
Tech
Nvidia: Nvidia's advanced AI processors are restricted from sale to China, leading to increased demand for Huawei's Ascend chips as a domestic alternative, causing Nvidia to concede market share in China.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) is Huawei's manufacturing partner in China, and its shares rose following Huawei's announcement, indicating potential benefits from the new chipmaking advancements.
May 25, 2026 · 42 articles
Business
Nvidia: Nvidia plans to have Samsung manufacture its new AI inference processor, gaining an additional supply source.
Semiconductor Manufacturing International Corporation: TSMC's tight capacity and price increases are driving customers to Samsung, but TSMC retains dominant market share and benefits from overall strong AI demand.
Aug 19, 2026 · 9 articles
International
Nvidia: Nvidia>>>'s AI chips are the core components being smuggled, leading to scrutiny over its supply chain and compliance with export controls. The company has emphasized its commitment to abiding by US export controls.
Semiconductor Manufacturing International Corporation: Semiconductor Manufacturing International Corporation (SMIC) was previously blacklisted by Taiwan, and new restrictions would further limit China's domestic chipmaking capabilities.
May 21, 2026 · 22 articles
Business
Nvidia: As a major AI chipmaker, Nvidia benefits from the AI boom and memory supply, though CXMT's rise is not directly impacting it.
Semiconductor Manufacturing International Corporation: SMIC, China's leading foundry, sees CXMT's IPO as a positive for the semiconductor sector, but also faces competition for capital and attention.
Jul 14, 2026 · 113 articles
Business
Nvidia: Nvidia is mentioned as a supplier to Alphabet, but the investment may reduce Alphabet's dependence on Nvidia over time.
Semiconductor Manufacturing International Corporation: TSMC is a manufacturing partner for Alphabet, but the investment does not directly affect TSMC.
Jul 08, 2026 · 33 articles
Business
Nvidia: Nvidia is mentioned as a benchmark for stock performance and as a peer in the AI chip value chain, but is not directly affected by this event.
Semiconductor Manufacturing International Corporation: TSMC is mentioned as a stock held by The Motley Fool, but has no direct role in this event.
Aug 10, 2026 · 6 articles
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