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Luke Kawa2/14/25

TSMC reportedly considering building advanced packaging plant in US amid pressure from Trump

President Trump wants to bring advanced semiconductor production from Taiwan back to America.

Now there may be some progress in that desire, thanks to the only $1 trillion Taiwanese publicly traded company.

According to the Taipei-based Economic Daily News (sans sources), TSMC is considering building an advanced packaging plant in the United States. These discussions come as the company “is facing pressure from the new White House administration and has planned to adjust its factory plans in the United States.”

About that pressure: the semiconductor industry is wrestling with the notion that it might not be getting all the funds it expected from the CHIPS Act, which was passed by the previous administration, as some of the conditions for financing may be in conflict with executive orders signed by Trump.

The president has bemoaned America’s loss of leadership in producing the most advanced semiconductors.

“They left us, and they went to Taiwan,” Trump said Monday. “We want them to come back, and we don’t want to give them billions of dollars.”

(If you’re interested in a deep dive on the history of semiconductor production and how they’ve come to be made where they’re made, I highly recommend this paper.)

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Max Knoblauch33m

Lucid plans to build a privately owned autonomous car with Nvidia tech

Shares of Lucid vaulted briefly on Tuesday afternoon following the company’s announcement that it will team up with Nvidia to bring Level 4 autonomous driving to its future vehicles.

A still-unnamed midsized SUV by Lucid, planned for 2026, will feature lidar and radar provided by Nvidia’s ecosystem. Ultimately, the automaker said it aims to create the “first true eyes-off, hands-off, and mind-off (L4) consumer owned autonomous vehicle.” Level 4 autonomous vehicles, like Waymo’s robotaxis, operate without human intervention.

The Nvidia partnership will also bring new automated features to Lucid’s Gravity SUV, the luxury EV maker said. Its shares rose more than 6% before losing all those gains and dipping into the red.

Lucid and Nvidia’s announcements came along with a host of other new partnerships at the chip designer’s GTC in Washington DC.

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J. Edward Moreno34m

Lilly partners with Nvidia to build supercomputer for drug R&D

Eli Lilly is partnering with Nvidia to build "the most powerful supercomputer owned and operated by a pharmaceutical company" to help discover new medicines.

The drugmaker announced the deal on Tuesday, following a slew of deals Nvidia announced with other companies. Lilly did not specify the terms of the deal but did say it is using 1,000 Nvidia GPUs.

Lilly — the maker of the blockbuster diabetes and weight loss shots, Mounjaro and Zepbound — said the supercomputer "will help scientists identify, optimize and validate new molecules."

"With purpose-built AI models and AI, we can set a new scientific standard that accelerates innovation to deliver medicines to more patients, faster," Diogo Rau, Lilly's chief information and digital officer said in a statement.

SoFi reports third-quarter sales and profit

SoFi reports strong earnings, stock has nearly doubled in 2025

Here are the numbers.

Matt Phillips51m

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Quantum computing stocks slump after Nvidia CEO Jensen Huang announces “AI supercomputers” in partnership with DOE

Quantum computing stocks Rigetti Computing, IonQ, D-Wave Quantum, and Quantum Computing initially popped when Nvidia CEO Jensen Huang unveiled a new architecture called NVQLink to connect quantum computers with GPU supercomputers to aid in error correction, calibration, control, and simulations.

“Working together, the right algorithms running on the GPUs, the right algorithms running on the QPUs, and the two computers working side-by-side. This is the future of quantum computing,” Huang said.

Two of these stocks, Rigetti Computing and IonQ, were listed as “partners contributing” to this new tech in a press release.

However, the stocks then all reversed course to tumble into the red when Huang said, “Today, we’re announcing that the Department of Energy is partnering with Nvidia to build seven new AI supercomputers to advance our nation’s science.”

There may be some conflation of “AI supercomputer” and “quantum computer” going on here. This is not necessarily a competing product, but rather two things that are supposed to work hand-in-hand!

“It’s surprising to see the misread here,” said David Williams, who covers quantum computing stocks as an analyst at Benchmark Co. “This should be a positive, the ability for QPUs and GPUs to work together.”

He also flagged how Huang’s remarks from earlier this year about the timeline for quantum computers to be “very useful” prompted a nosedive in pure-play stocks across the industry — comments that were later walked back as those stocks recovered.

As previously discussed, quantum computing stocks spent many a day in recent months going up (often on no news at all!), and now appear to have gone down based on a seemingly imperfect interpretation of what appears on the surface to be fairly good news. And it’s noteworthy in and of itself that there seems to be a bit of a vibe shift, with traders looking for excuses to sell after having spent a long time looking for any excuse to buy.

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Nvidia CEO Jensen Huang announces new partnerships with Palantir, CrowdStrike, Uber

Shares of CrowdStrike and Uberjumped while Palantir pared losses after Nvidia CEO Jensen Huang announced new partnerships with the companies at the chip designer’s GTC in Washington DC.

“AI will also supercharge cyber security challenges, the bad AIs, and so we need an incredible defender. I can’t imagine a better defender than Crowdstrike,” said Huang. “We are partnering with CrowdStrike to make cybersecurity speed of light, to create a system that has cybersecurity AI agents in the cloud but also incredibly good AI agents on prem.”

He then went on to discuss Palantir Ontology, which he called the single fastest enterprise company in the world and probably the single most important enterprise stack in the world today.

“We work with Palantir to accelerate everything Palantir does so that we can do data processing at a much much larger scale and more speed, whether it’s structured data of the past, human-recorded data, unstructured data, and process that data for our government, for national security, and for enterprises around the world, process that data at speed of light and find insight from it.”

Huang also discussed Drive Hyperion, an architecture for companies to create vehicles that are robotaxi-ready. In a press release, the chip designer said it’s partnering with Uber to support the company in “scaling its global autonomous fleet to 100,000 vehicles over time, starting in 2027.”

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