TSMC

Investor interest in AMD stock is climbing across multiple countries, with the chipmaker trending in Australia, Sweden, the Netherlands, Canada and the United States. The attention follows news that Cathie Wood's Ark Investment Management trimmed its holdings in AMD and TSMC ahead of their earnings reports, selling roughly $73 million worth of shares to fund a bet on air taxi maker Archer Aviation.

Elon Musk says TSMC will not operate Terafab, the massive AI chip manufacturing complex he has proposed. The remark clarifies that any Terafab project would be run separately rather than in partnership with the Taiwanese chip giant, raising questions about who would actually build and operate such a facility. Analysts are weighing the feasibility of Musk entering advanced chipmaking.

TSMC has denied reports that it plans to develop 3D DRAM for Nvidia, stating it remains a pure-play logic foundry. The Taiwanese chipmaker emphasized that its focus stays on its core logic IC business, pushing back against speculation about a move into memory manufacturing. The clarification matters because Nvidia has been exploring advanced stacking technologies for future AI chips, and TSMC's role in that supply chain is closely watched.