TSMC

SCMP
Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said. Huang’s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply...
The Verge
Microsoft's latest AI chip goes head-to-head with Amazon and Google | The Verge
Built on TSMC's 3nm process, Microsoft says its Maia 200 AI accelerator “delivers 3 times the FP4 performance of the third generation Amazon Trainium,...
ARPU
Intel's Supply-Constrained Turnaround
Programming note: The next issue lands 30 January, where we'll take a look at the state of the AI economy.Hand-to-Mouth at the FoundryThe central wager at Intel is that the world really needs a high-end alternative to TSMC, and that being a U.S.-based company
SCMP
TSMC buys up land in Arizona as Taiwan pledges US$500 billion US tech investment
Taiwan has committed to driving hundreds of billions of dollars of extra investment into America’s chip industry as part of a US trade deal announced on Thursday, with the island’s biggest semiconductor producer already moving to buy more land in the US state of Arizona. Taiwan Semiconductor Manufacturing Company (TSMC) – the world’s largest contract chipmaker – confirmed on Thursday that it had bought a second tract of land in Arizona. The 365-hectare (901-acre) plot nearly doubles the...
Reuters
TSMC Q4 profit poised to soar 27% as AI demand drives growth - Reuters
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. SmartEstimates place greater weight on forecasts...