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The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers that use its chips as the main processor, sources confirm to Axios.
Why it matters: Microsoft's first AI PC push stumbled, but Nvidia's arrival gives it a...
Multiple industry reports indicate that Infineon notified customers in February 2026 of price increases effective April 1, 2026. Reported increases range from roughly 10% to 25% on selected power switches, power modules, and related IC products. narrative. 2026**. public reports generally do...
Reports from semiconductor supply-chain channels indicate that STMicroelectronics notified customers in March 2026 of price increases across multiple product families, with the new pricing taking effect around April 26, 2026. The company reportedly cited:
Higher raw-material costs
Increased...
Huang Renxun, discussing Huawei's "Tao Law," stated that it involves overcoming non-threatening challenges and maintaining TSMC's ten-year lead.
NVIDIA CEO Jensen Huang hosted a trillion-dollar banquet today. In an interview, he responded for the first time to Huawei's proposed new...
The day of March 25th was an interesting one. At an IEEE conference, Huawei presented a paper and a set of slides on what it thinks is its next era of compute. With limited access to logic scaling, it is broadening the field, which makes sense. However, they also claim to jump ahead of everyone...
Agreed, N2, S2, and 18A is competitive with PPA. I feel TSMC has the advantage in Power for sure and maybe Performance but it is single digit so it can be overlooked in most cases for the NOT TSMC market. The problem is that S2 and 18A were delayed for external customers so TSMC N2 won the node...
In my opinion TSMC makes money because customers and partners trust them to deliver wafers as promised. Today TSMC is the only leading edge foundry that can say that.
Using agents makes managed services operations far more transparent, predictive and proactive.
As enterprise IT environments grow evermore vast and complex, managing the various parts—and ensuring critical systems keep running at peak performance—has become a growing challenge. Many companies...
Semiconductors are the most consequential product of the modern world. If Intel can start making chips as advanced as the Taiwanese do, it could help secure America’s 21st-century economy.
A year ago Intel was left for dead, its stock at a 16-year low. Today, it’s the hottest stock on Wall...
Based on what I have seen with the first big wave of 2nm design starts: TSMC will have 90%+ and the remaining 10% will be split between Samsung, Intel Foundry, and Rapidus, similar to what happened at 3nm. I am not counting the Intel internal products or the Samsung internal products.
TSMC was...
FILE PHOTO: The logo of Taiwan Semiconductor Manufacturing Company (TSMC) is displayed at TSMC Museum of Innovation in Hsinchu, Taiwan April 9, 2026. REUTERS/Ann Wang/File Photo
AMSTERDAM, May 28 (Reuters) - A senior TSMC executive said on Thursday that surging electricity demands from AI...
Taipei, May 27 (CNA) United Microelectronics Corp. (UMC), Taiwan's No. 2 contract chipmaker, said on Wednesday that its collaboration with American counterpart Intel Corp. on the 12 nanometer process was on course, expecting mass wafer production to start in 2027.
Speaking at its annual general...
According to AI:
Current
Here is TSMC’s approximate annual gross margin trend over the last 10 years based on company filings and financial databases:
TSMC’s long-term gross margin range over the past decade has generally been between 46% and 62%, with a 10-year median around 52%.
It is expected to rise another 5-10% next year; MSCI's semi-annual adjustment will take effect on the 29th, with TSMC becoming the stock with the largest increase in weighting in the Taiwan Index.
The AI era has fully entered a phase where "whoever controls production capacity controls the...
(May 27): Taiwan Semiconductor Manufacturing Co chief CC Wei told staff they’ll see more than a 30% bump in their profit-sharing payouts this year on average, responding after some voiced concerns over their incentive plans online.
TSMC, considered a linchpin of global AI infrastructure, will...
I can assure you AMD, Apple, and Nvidia are getting all of the wafers they signed up for. Even if they need more wafers, TSMC can provide them faster than anyone else and without design changes.
Moore's Law Is Dead shares leaked internal documents detailing Intel's future CPU roadmaps from 2026 onwards. The presentation clarifies upcoming product family rebrands, architectural transitions toward unified core designs, and future platform socket compatibility, providing an evidence-based...
After Intel nearly killed off the Omni-Path high-speed interconnect and spun it off into a new company several years ago, a systems integration partner says the InfiniBand alternative is starting to take off with high-performance computing customers amid a renewed AI push.
Dominic Daninger said...
