TSMC
TSMC business and news from across the web.
AMD is investing $10 billion+ into Taiwan tech to 'accelerate next-gen AI infrastructure', with some fancy new…AMD announced an investment of over $10 billion into Taiwan's semiconductor and AI ecosystem to expand strategic partnerships and scale advanced packaging facilities for AI infrastructure. The company also highlighted production milestones for its Venice Epyc CPUs on TSMC's 2nm technology and plans for its Helios rack-scale platform.
AMD announces production ramp of first 2 nm CPUs as Intel teases 10A and 7A chip roadmapAMD has announced that its first 2 nm server CPUs, codenamed Venice, are now in production with TSMC, skipping the 3 nm node for future PC processors. Intel has also teased potential future 10 nm and 7 nm nodes, indicating continued progress in semiconductor manufacturing despite the traditional cadence of Moore's Law slowing.
TSMC employees can now buy company-branded shoes modelled by CEO C.C. Wei, or a chip-themed rice cooker with a…TSMC employees can now purchase company-branded merchandise, including shoes modelled by CEO C.C. Wei and a chip-themed rice cooker. These items are part of a "self-funded gifts" program, with proceeds from sales going to the TSMC Charity Foundation. The company has reiterated that the merchandise is for personal use and prohibited from resale.
Intel chief: 'In the past, we made a lot of mistakes... from day one I came on board as CEO, I have all the…Intel CEO Lip-Bu Tan discussed the company's recent turnaround and his hands-on management style in an interview with Mad Money. He highlighted improvements in engineering, roadmap simplification, and yield rates for Intel's manufacturing processes, aiming to match competitors like TSMC by 2028-2029.
Intel is reportedly forcing PC builders to buy its latest, most expensive 18A CPUs and I'm wondering what that…Intel is reportedly prioritizing its server CPUs and newer 18A silicon, leading to reduced supply of older Intel 7 node chips and even TSMC-manufactured CPUs for its PC partners. This strategy aims to meet surging AI demand and push PC builders towards the more expensive 18A process, potentially impacting the availability and pricing of high-performance desktop and laptop CPUs.- Morning Tech BitsTSMC is accelerating its development of advanced semiconductor manufacturing nodes, including plans for 1nm production, reportedly outpacing Samsung. NVIDIA's fastest professional GPU is also mentioned as nearing a $10,000 price point.
Here's how the Iran war is hitting key supplies for components, according to supply chain expertsThe conflict in Iran is significantly impacting global supply chains, particularly for materials essential to semiconductor and component manufacturing. Key substances like helium, sulphuric acid, PPE resin, aluminium, and solvents for photoresists are facing shortages due to disrupted trade routes and damaged production facilities. Experts warn of sustained price increases and potential multi-year disruptions, with AI infrastructure likely prioritized over consumer electronics.
Intel's Big Battlemage Arc Pro B70 GPU benchmarked in games, ends up bang-on Nvidia RTX 5060 Ti 16 GB performanceBenchmarks indicate Intel's Arc Pro B70 GPU offers performance comparable to the Nvidia RTX 5060 Ti in traditional rasterization, but falls behind when ray tracing is enabled. Despite its larger die size and 32 GB of VRAM, the GPU is not being released for gaming due to cost-effectiveness concerns compared to Nvidia's offerings.- Sony wants TSMC's help to make image sensorsSony is collaborating with TSMC to establish a new facility focused on manufacturing image sensors. This partnership aims to leverage TSMC's chip production expertise for Sony's sensor technology.
- Taiwan Semi (TSM) exits ARM position after dumping $231 million of sharesTSMC has confirmed its exit from its ARM holdings, having sold $231 million worth of shares. The company announced this decision alongside its latest earnings report.
Rumours suggest Nvidia's next-next gen Fenyman AI GPUs will use Intel Foundry tech for some of the componentsRumors suggest that Nvidia's upcoming Fenyman AI GPUs will incorporate components manufactured by Intel Foundry, potentially using their 18A or 14A process for I/O dies. While the main GPU dies will still be produced by TSMC, Intel is also reportedly involved in advanced packaging. This potential collaboration deepens the partnership between Nvidia and Intel, with Fenyman GPUs tentatively slated for a 2028 release.
TSMC reportedly plots ultra-advanced sub-1 nm chips with 'trial' production starting in 2029TSMC is reportedly planning to begin trial production of sub-1 nanometer semiconductor chips in 2029, with commercial availability expected in 2030 or later. This advanced manufacturing process follows their N2 node, expected later this year, and the A14 node planned for 2028. The development is significant for future PC and AI hardware, though the AI boom has impacted chip pricing.
Data, not guessing: Looking at Nvidia's past GPUs to predict the specs for its future RTX 60-series graphics cardsThis article analyzes Nvidia's past GPU development trends to predict the specifications for future RTX 60-series graphics cards. It examines factors like process nodes, die density, CUDA cores, cache, and AI capabilities, suggesting potential increases in transistor counts and performance while considering cost and competition.
Nvidia's 'new' budget gaming GPU has 12GB VRAM, arrives in June, according to leakA leak suggests Nvidia is planning to relaunch the GeForce RTX 3060 graphics card in June, potentially manufactured by Samsung to keep costs down. This move aims to address the budget graphics card market, offering 12GB of VRAM which is more than current-generation RTX 5060 and RTX 5050 models. The leak also indicates a delay or cancellation for a new 9GB RTX 5050 variant.- Taiwan Semi (TSM) Q1 2026 earnings results beat net income and revenue expectationsTSMC announced its Q1 2026 earnings results, exceeding net income and revenue expectations. Despite the positive financial performance, the company's stock experienced a decline.
TSMC's latest bank report is exactly as you'd expect it to be: mo' wafers, mo' moneyTSMC has reported record-breaking net revenue of $35.90 billion for the first quarter, surpassing its own projections. The company attributes this success to extremely robust demand for AI-related chips, with 3-nanometre wafers accounting for 25% of total wafer revenue. Despite ongoing global demand, TSMC's manufacturing capacity is reportedly booked until 2028, suggesting continued high consumer pricing.
MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026MediaTek is cautiously optimistic that discrete memory pricing will improve in the second half of 2026, despite current challenges driven by AI demand. The semiconductor company, which saw significant revenue growth in 2025, acknowledges pricing difficulties but expects a slowdown in consumer price increases later in the year. While capacity agreements are in place, future supply constraints from manufacturers like TSMC remain a concern.- Morning Tech BitsTSMC is reportedly converting its available 4nm production capacity to 3nm lines to meet demand. Separately, a new Google-funded data center is planned to be powered by a large gas plant.
- Morning Tech BitsTSMC is reportedly fully booked with orders until 2028, with even its upcoming Arizona fabrication plant already sold out before construction. The article also briefly mentions the announcement of a Windows 11 Insider Preview Build.
TSMC is reportedly sold out until 2028 and even its next-gen Arizona fab is fully booked before it has even been builtTSMC is reportedly completely booked until 2028, including capacity for its next-generation N2 node, with demand coming from major tech companies like Nvidia, Apple, AMD, Intel, Google, and Amazon. This scarcity, even for future facilities, may open opportunities for competitors like Samsung and Intel. The situation suggests that consumers should not expect cheaper PCs or GPUs in the near future due to limited cutting-edge silicon production.