TSMC
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The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'
ASML, a key supplier of semiconductor manufacturing equipment, has increased its annual guidance due to strong demand from both DRAM and advanced logic chipmakers. This surge is primarily driven by the AI boom, leading to significant investments in fab expansion and capacity increases for various chip nodes, including those for AI accelerators.
Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be…
TSMC, the world's largest chipmaker, announced plans to invest an additional $100 billion in the United States to expand its chip production capacity. This new investment follows a previous $100 billion commitment and a $65 billion pledge, bringing the total to over $265 billion. CEO C. C. Wei cited strong multiyear demand from leading US customers, particularly driven by the AI boom, as the reason for these significant investments.
Report suggests the US gov may have 'urged' Apple into Intel chipmaking deal to avoid tariffs, at almost the same time it took a $9 billion stake in blue team stock
A report suggests the US government, under Donald Trump, urged Apple to use Intel's manufacturing plants for its chips to avoid tariffs. This occurred around the same time the government took a significant stake in Intel. Apple reportedly committed to investing $100 billion in US manufacturing and secured an exemption from semiconductor tariffs.
Intel quietly bumps the price up of the best CPUs it's made in years to 'reflect current market dynamics'
Intel has quietly increased the recommended retail prices for its Core Ultra 200S Plus processors, including the Core Ultra 7 270K Plus and Core 5 250K Plus. The company cited 'current market dynamics,' rising supply chain costs, and strong demand as reasons for the price adjustments, which range from $20 to $40.
I can barely afford AMD and Nvidia's current 4 nm chips, so I'm not sure what to make of IBM's new sub-1…
IBM has announced the world's first sub-1 nanometer chip technology, featuring a revolutionary transistor architecture at the 0.7 nm node. This development promises nearly 100 billion transistors on a fingernail-sized chip, utilizing a novel 'nanostack' design. While exciting for pushing chip production forward, the high cost of current advanced chips from AMD, Nvidia, and Intel raises concerns about the affordability of IBM's new technology.
PS6 Could Use AI Features Like Frame Generation to Offer The “Feel” Of 4K120 FPS – Rumor
Rumors suggest the PlayStation 6 may utilize AI-driven frame generation to achieve the visual experience of 4K 120 FPS while keeping costs down. Leaks indicate features like AI, ray tracing, and PlayStation Spectral Super Resolution will be key. Despite concerns over RAM prices, industry insiders believe Sony will stick to a 2027 launch, with AMD already testing PS6 chips.
PS6 is Unlikely to Face Delays Since R&D, Manufacturing Deals Are “Basically Done” – Rumor
Industry insider KeplerL2 suggests that Sony's PlayStation 6 is unlikely to face delays beyond its rumored 2027 launch, despite ongoing memory shortages. Deals with TSMC for APU fabrication and potential GDDR7 contracts are reportedly in place, making a delay financially disadvantageous for Sony. Discussions also touched upon next-generation console performance, with analysis suggesting a focus on frame rates rather than just image quality.
Sony's PS6 is still coming out in 2027 suggests hardware insider
Despite ongoing memory shortages, insider KeplerL2 suggests Sony's PlayStation 6 will still launch in 2027 as planned, refuting reports of a potential delay to 2028 or 2029. This aligns with previous insights from Moore's Law Is Dead, indicating that manufacturing contracts are in place and would be costly to terminate. The article also notes the recent price increase of the PlayStation 5 and speculates on the higher cost of its successor.
Morning Tech Bits
AMD is reportedly in discussions with Samsung regarding the manufacturing of some of its future chips. This move is seen as a way to mitigate potential supply constraints from TSMC for cutting-edge wafers. The US has expressed concerns about China potentially accessing top-tier semiconductor technology.
The US is worried China could have a top-spec chipmaking machine despite export restrictions, but the machine maker ASML…
The US is reportedly concerned that ASML, the sole manufacturer of advanced chipmaking machines, may have supplied its top-tier EUV machines to China, despite export restrictions. ASML denies these claims, stating no EUV machines are in China, while US officials claim to have evidence to the contrary. The potential presence of such technology in China could significantly advance its chipmaking capabilities, narrowing the gap with Western companies.
AMD is said to be holding talks with Samsung about making some of its future chips to offset TSMC's constrained…
AMD is reportedly in discussions with Samsung to manufacture some of its future chips, potentially starting in 2028. This move is reportedly driven by capacity constraints at TSMC, AMD's primary chip manufacturer. The talks could involve various chip types, including future CPUs and APUs, with Samsung's process nodes being considered as an alternative to TSMC's.
Elon Musk speaks to ASML CEO and employees ahead of SpaceX IPO
Elon Musk, CEO of SpaceX, recently praised ASML, a key supplier of semiconductor manufacturing equipment, calling it "arguably the greatest company in Europe." This comes as SpaceX prepares for a record-setting $80 billion IPO and seeks to secure more chips for its operations. Musk's comments were made privately at ASML's annual technology conference.
The BBC quizzed chip maker TSMC on the possibility of increased prices and you're really not going to like the…
TSMC's Chief Financial Officer, Wendell Huang, indicated that the company is likely to increase prices for its semiconductor manufacturing services. While not sudden four or five-fold increases, he suggested that price adjustments reflecting the company's value, including technological leadership and manufacturing capacity, are probable due to rising costs and high demand. This news comes as PC component prices are already a concern for consumers and the industry.
Evening Tech Bits
TSMC, the world's largest chipmaker, has not ruled out price increases due to rising costs. The article also notes the anniversary of the floppy disk patent being granted in 1972.
Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with…
Google has reportedly ordered at least three million Tensor Processing Units (TPUs) from Intel, with deliveries expected in 2028. This move comes as semiconductor leader TSMC struggles to meet demand due to the AI boom. Intel is also reportedly being tested by Nvidia for its next GPU architecture, potentially strengthening Intel's position in the gaming market.
New report claims Intel is 'struggling' to supply laptop CPUs based on its latest 18A node after speaking to…
A new report indicates Intel is facing difficulties supplying laptop CPUs manufactured on its 18A silicon node, impacting models like Panther Lake and the budget-friendly Wild Cat Lake. Industry contacts suggest a combination of factors, including TSMC's tight capacity and potential prioritization of server chips like Clearwater Forest, are contributing to the shortage.
AI Yi-Yi!
OpenAI and Anthropic have signed a letter to prevent the development of biological weapons using AI technology. Meanwhile, TSMC has warned that chip supply will not meet the high demand driven by AI for several years.
Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips
Intel plans to invest $3.3 billion in partnership with 3D Glass Solutions, Inc. to build a semiconductor substrate manufacturing facility in Odisha, India. The plant, expected to take six years to complete, will produce high-density interconnect and advanced packaging glass core substrates. This initiative is part of India's 'Make in India' program aimed at boosting domestic manufacturing.
This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin…
A Sankey diagram from Veridion illustrates the complex supply chain for Nvidia's H200 AI megachip, highlighting components also relevant to common graphics cards from manufacturers like TSMC, Samsung, SK hynix, and Micron. The article discusses how disruptions or price increases from key suppliers can significantly impact the cost and availability of PC gaming hardware.
Nvidia CEO Jensen Huang says the company plans to invest around $150,000,000,000 in Taiwan each year, describing the…
Nvidia CEO Jensen Huang announced plans to invest approximately $150 billion annually in Taiwan, calling the country the 'epicentre of the AI revolution.' The company also intends to build a new headquarters in Taiwan, a project estimated to cost $5 trillion and create 4,000 jobs. These investments follow AMD's similar commitment to invest at least $10 billion in Taiwan for AI infrastructure.
