Latest about TSMC
Photonics and high-speed data movement is the next big AI bottleneck
Premium Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.
Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply
Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer
Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place
Premium The ongoing trade war puts Taiwan and TSMC in a difficult position. As negotiations continue, the country risks giving up its most precious commodity, the might of TSMC.
Nvidia CEO denies US wants to shift 40% of Taiwan's chipmaking capacity to America
Silicon shield will remain with Taiwan.
ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom
Premium ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.
U.S. slashes Taiwan tariffs in new semiconductor trade deal
This deal will pour over half a trillion dollars into the U.S. semiconductor industry.
'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.
Elon Musk wants to build a dirty 2nm chipmaking fab that you can smoke and eat cheeseburgers in
Elon Musk says that modern cleanrooms are built wrong, and if Tesla builds its own fab, he will be able to eat and smoke in that facility.
