EXCLUSIVE: Nvidia Keeps AI Profits, TSMC May Want a Bigger Cut
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.
Stocks · News reference
TD Cowen Reiterates Hold on Intel, Maintains $115 Price Target
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
'Senators Move To Force AI Companies To Disclose More' - Semafor Exclusive
https://www.semafor.com/article/09/24/2026/senators-move-to-force-ai-companies-to-disclose-more
RF System-on-Chip Market Set for Strong Growth as 5G, IoT and Edge Applications Unlock New Value Chain Opportunities Through the Forecast Period
The global RF System-on-Chip (SoC) market is projected to grow at a compound annual growth rate of 8.5% to 10.5% from 2026 through 2031, driven by 5G deployment, IoT expansion, and automotive applications. The market is valued between USD 5.9 billion and USD 10.7 billion in 2026, with Asia-Pacific leading regional growth. Key technology trends include direct RF-sampling, advanced manufacturing processes (RF-SOI, SiGe, CMOS), and multiprotocol support for smart-home connectivity.