Taiwan Semiconductor Manufacturing Co (NYSE:TSM) is all set for full-capacity production in the U.S. and Germany after commercializing its debut Japanese chip plant in Kikuyo, Kumamoto Prefecture, last December.

Japanese chipmaker Renesas Electronics will cut less than 5% of its global workforce, amounting to fewer than 1,000 positions, as it grapples with sluggish demand for its chips.

Nvidia’s (NVDA) shares climbed by close to 5% on Monday in anticipation of chief executive Jensen Huang’s keynote at the Consumer Electronics Show.

Ibiden, a supplier of Nvidia for chip package substrates, may need to increase production capacity to meet robust demand from AI chip customers.

TSMC, the world’s largest contract chipmaker, launched a semiconductor manufacturing business called JASM Inc. in Japan three years ago. It’s a joint venture with Sony Group Corp. and Denso Corp., a major auto parts supplier. TSMC broke ground on the Kumamoto fab in April 2022 and completed construction earlier this year.

Nvidia's high-profile CEO, Jensen Huang, made a splash on Monday night when he unveiled in his keynote speech a series of new products, including a $3,000 personal AI computer that will be powered by the highly sought-after Blackwell chip.

The GPU king also unveiled agentic AI software tools, robotics training frameworks, and a dedicated AI workstation.

TSMC is entering an unprecedented growth phase, driven by accelerating AI infrastructure demand. Check out why I reiterate a strong buy rating on TSM stock.

SMIC’s stock rally shows – at least to mainland investors – that China can build a self-sufficient semiconductor ecosystem. But the reality could be different.

Without any further ado, here are our Best of CES 2025 winners: