Latest News In AI Chips - NVIDIA's Groundbreaking AI Platform with TSMC's Innovative Technology

TechInsights has released preliminary findings from their teardown analysis of NVIDIA's Blackwell HGX B200 platform, highlighting significant advancements in AI and high-performance computing within data centers. Among the noteworthy innovations, SK hynix provides high-bandwidth memory (HBM3E) for NVIDIA's GB100 graphics processing unit (GPU), which integrates TSMC's cutting-edge packaging architecture. This GPU marks the first commercial implementation of TSMC's CoWoS-L packaging technology, a leap forward in multi-die GPU configurations. As this analysis continues, it sheds light on the intricate design and technological relationships that underpin modern semiconductor advancements in AI chips.

• NVIDIA (NasdaqGS:NVDA) last closed at $112.20 up 1.3%.
• Taiwan Semiconductor Manufacturing (TWSE:2330) last closed at NT$856.00 down 2.4%.
• SK hynix (KOSE:A000660) last closed at ₩173,600 down 3.9%.

In other trading, ASM International (ENXTAM:ASM) was a notable mover up 5.8% and finishing the session at €408.00. At the same time, Disco (TSE:6146) lagged, down 8% to close at ¥25,990.

Doubling high-bandwidth memory revenue as data centers increase AI investments highlights SK hynix's growth potential. Discover SK hynix's strategic moves in the full company narrative.

Don't miss our Market Insights article on AI Chips, with critical analysis of DeepSeek's disruptive impact on the AI ecosystem.

Best AI Chip Stocks

• Advanced Micro Devices (NasdaqGS:AMD) settled at $95.29 up 0.8%. This week, AMD announced its next-generation EPYC processor, the first HPC product using TSMC's advanced 2nm process, marking a significant achievement in their data center CPU roadmap.
• QUALCOMM (NasdaqGS:QCOM) closed at $138.60 down 0.4%.
• Intel (NasdaqGS:INTC) ended the day at $19.85 down 2.3%. This week, Intel is reportedly close to selling a majority stake in its programmable chips unit to Silver Lake as part of a business restructuring.

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• Click here to unveil our expertly curated list of 47 AI Chip Stocks including Cambricon Technologies, Applied Materials and Entegris.
• Searching for a Fresh Perspective? The end of cancer? These 23 emerging AI stocks are developing tech that will allow early idenification of life changing disesaes like cancer and Alzheimer's.

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Sources:

• Simply Wall St
• "TechInsights Releases Initial Findings of its NVIDIA Blackwell HGX B200 Platform Teardown" from TechInsights Inc. on GlobeNewswire (published 14 April 2025)

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