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Nvidia, the world’s largest semiconductor company by market capitalization, remains a leader in the GPU market despite recent market cap fluctuations from $4.4 trillion to $4.2 trillion. The company will report its fiscal 2026 second quarter results on August 27, which are anticipated to indicate strong performance, particularly with the resumption of H20 AI chip sales to China.
Taiwan Semiconductor Manufacturing Company (TSMC) produces 85% of all semiconductor start-up prototypes globally. The company plans to spend $165 billion to expand manufacturing and R&D in Arizona, aiming to diversify its operations away from Taiwan amid geopolitical tensions, while supporting clients like Nvidia by fabricating nearly 12,000 products for 522 customers.
Meta Platforms, owner of Facebook and Instagram, reported an impressive $47.5 billion in revenue for Q2, marking a 22% year-over-year increase. The company utilizes its 3.5 billion daily users to enhance ad revenue, bolstered by its own AI technologies, which contributed to a substantial increase in ad impressions.
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