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Nvidia's exposure to Asian supply chains for components hits 90% of its production costs
By Luke James Published
Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029
By Anton Shilov Published
Premium TSMC adds support for face-to-face stacking, 6.5 µm and 4.5 µm pitches for the next generation of SoIC 3D stacking.

TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029
By Anton Shilov Published
Premium TSMC claims that CoWoS innovations will enable 48x more compute and 34x more memory bandwidth for 2029 AI processors.

Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy, AI boom propels country forward
By Luke James Published
Taiwan's stock market is now worth more than the United Kingdom's, in a shift driven almost entirely by the insatiable global appetite for AI chips.

TSMC unveils process technology roadmap through 2029 — A12, A13, N2U announced, A16 slips to 2027
By Anton Shilov Published
TSMC strengthens its bifurcated process technology development approach with A14, A13, and N2U aimed at client applications and A16, A12, and N2X for high-performance data center designs.

Intel vs AMD: Which CPUs Are Better in 2026?
By Jake Roach Last updated
We wade into the endless debate: Who makes the best CPU, AMD or Intel? Here's the blow-by-blow in ten categories.

TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend'
By Anton Shilov Published
TSMC unveils aggressive plans to ramp up 3nm-capable capacity further in the coming years amid strong demand from the AI sector.

TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call
By Anton Shilov Published
By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world's top foundry still calls its American peer a 'formidable' competitor.
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