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One of the most important chipmakers on the planet could be squeezing its customers right now, as the AI shortage gives it every excuse.
But its CEO said he won’t.
Taiwan Semiconductor Manufacturing (CSMC) Chief Executive Officer, C.C. Wei, used the company’s annual shareholder meeting in...
Nvidia chief executive Jensen Huang arrived in Seoul Friday for a packed schedule of meetings with tech leaders, promising "some surprises" for South Korea while predicting robotics will be the country's next major growth sector.
The visit comes about seven months after Huang's last trip to...
San Jose, May 2026 – Canonical, the publisher of Ubuntu, and Akeana, a leading provider of high-performance RISC-V processor IP, today announced that Ubuntu 26.04 LTS (Resolute Raccoon) will come pre-installed on Akeana Alpine Software Development boards.
Building on an existing partnership...
Cost concerns have raised doubts about the longevity of the artificial-intelligence boom, but the world's largest contract chip maker sees no signs of a pullback in appetite for the semiconductors that power AI.
C.C. Wei, chief executive of TSMC, said customer demand continues to outpace the...
TAIPEI, June 4 (Reuters) - Foxconn said on Thursday it will work with U.S. chipmaker Intel to jointly develop and deploy next-generation AI infrastructure and intelligent computing platforms in a move to capture booming demand for AI computing systems.
Taiwan's Foxconn, the world's largest...
Agreed, but more to the point:
In my opinion, with the current administration, the TSMC US fabs will be taken over by the US Government and TSMC will be rebuilt as a US company.
From my experience with my Chinese based friends the younger generations are much more against a military takeover of Taiwan than the older generations. I also think the wars in Ukraine and Iran are a big deterrent. War is horrible, expensive, and will leave psychological scars for generations...
The world runs on chips. And many of the most advanced semiconductors run through one company: TSMC. So why can’t another country or company simply build a replacement? In this episode of The Breakdown, Emily Y. Wu looks at the history, trust, talent, and Taiwan-based ecosystem that made TSMC...
What do you think will happen to the US, Japan, and German TSMC fabs if Taiwan falls?
There is a paper like this from the US Military.
https://ash.harvard.edu/wp-content/uploads/2024/02/session_two_-_global_semiconductor_supply_chains_-_session_two.pdf?utm_source=chatgpt.com
"The Broken Nest...
June 3 (Reuters) - Soaring memory chip prices driven by massive AI demand risk stoking "chipflation," Morgan Stanley analysts cautioned, as makers of devices from smartphones to PCs are forced to choose between raising prices and settling for thinner margins.
The brokerage said on Tuesday that...
Intel CEO Lip-Bu Tan took the stage at COMPUTEX 2026 in Taipei to outline Intel’s vision for the next era of AI-driven computing. In his keynote, Tan emphasized that artificial intelligence is creating a generational opportunity across PCs, edge computing, data centers, and intelligent systems...
Intel Corp regards Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) as a longstanding partner, as the US chipmaker would continue outsourcing production of advanced chips to TSMC, Intel chief executive officer Lip-Bu Tan (陳立武) said yesterday.
Intel chief executive officer Lip-Bu Tan speaks at...
SAN FRANCISCO, June 2 (Reuters) - Micron (MU) Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.
That surge, though, was not built on its famed frugality, but on a nearly too-late push from Nvidia that pulled the U.S...
The NOT TSMC Market is growing. Remember, TSMC does not package other foundry dies so if the design isn't 100% TSMC packaging goes elsewhere, so this is not just a packaging capacity constraint.
June 1 (Reuters) - Nvidia has turned the spotlight on AI PCs after CEO Jensen Huang launched a new chip that would put artificial intelligence capabilities directly into laptops and desktop computers, amid mixed demand for such devices already in the market.
HP (HPQ.N), opens new tab last week...
A big difference this time around is that Lip-Bu Tan brought in PDF Solutions to help with yield. They are experts and outside eyes looking in is a valuable input for Intel. From what I have heard Lip-Bu has regular calls with the founder and CEO of PDF John Kibarian. I can assure you Lip-BU...
News Summary:
NVIDIA CUDA-X libraries and AI models are accelerating TSMC workloads across lithography, transistor and process simulation, advanced process control and fab operations optimization.
TSMC is using NVIDIA Metropolis and NVIDIA TAO Toolkit to advance automated defect inspection with...
