TSMC
TSMC business and news from across the web.
Latest coverage
Two memory manufacturers join Samsung in the $1 trillion market cap club, global DRAM revenue is nearing $100,000,000,000, and I'm here with my head in my hands
Global DRAM revenue is approaching $100 billion, with Samsung, SK hynix, and Micron all achieving market capitalizations of $1 trillion. While Samsung maintains the largest market share, ChangXin Memory Technologies is showing significant growth. Despite strong performance for manufacturers, rising prices are a concern for consumers and PC gamers.
TSMC employees reportedly following Samsung workers in threatening to strike over bonus cuts despite record profits
Employees at TSMC, the world's largest chip manufacturer, are reportedly threatening to strike over proposed bonus cuts, despite the company reporting record profits fueled by the AI boom. This follows a similar dispute at Samsung in South Korea. TSMC's chairman, CC Wei, is scheduled to meet with employees to discuss the bonus structure.
If this breakdown of the full cost of producing your favourite graphics card is accurate, then prices for certain GPUs are going to make 64 GB DDR5 kits look cheap
A breakdown of graphics card production costs suggests that prices for certain GPUs, particularly high-end models, are set to increase significantly. Factors like DRAM shortages, increased wafer prices from TSMC, and rising shipping costs are contributing to these hikes, with some cards already exceeding MSRP and more price surges expected.
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 roadmap
AMD 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 Bits
TSMC 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 experts
The 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 performance
Benchmarks 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 sensors
Sony 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 shares
TSMC 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 components
Rumors 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 2029
TSMC 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 cards
This 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 leak
A 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 expectations
TSMC 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' money
TSMC 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 2026
MediaTek 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.
