Tag · 15 stories
Every story tagged TSMC on AI Chat Daily.
The Computer and Communications Industry Association estimates $90B in annual GDP losses if the tariffs hit chips and downstream products.
SK Hynix's HBM windfall is triggering an exodus from Samsung's foundry, where bonuses landed at roughly $135,000 per employee.
The social giant is spending up to $145B this year on AI compute and wants its own silicon to blunt GPU costs.
The Harvard-dropout founders raised $500M in December and have TSMC-manufactured silicon in customer hands.
The 0.7nm node packs nearly 100 billion transistors on a fingernail-sized chip, with 50% more performance than 2nm silicon.
CEO C.C. Wei warns of bottlenecks as TSMC pours $165B into Arizona and plans three more US plants to chase a $1T market by 2027.
TSMC, Foxconn, Wistron, Pegatron and Inventec apply Nvidia software to the lines building 1 million MGX rack components.
Tingbo He says Tau's Scaling Law will deliver 1.4-nanometer equivalent performance by 2031, three years behind TSMC.
Huang doubles down on Taiwan as the AI epicenter while Trump's chip tariffs and export controls fail to shift production stateside.
The investment targets advanced packaging and manufacturing for Helios, AMD's AI server system shipping in H2 2026.
The world's largest contract chipmaker says AI workloads are the primary engine pushing semiconductor revenue past the trillion-dollar mark this decade.
Wall Street is pricing a turnaround that hasn't shown up in chip yields yet, with TSMC still ahead and execution thin on specifics.
The chipmaker is locking in 1 gigawatt of offshore wind as its share of Taiwan's electricity heads toward 25% by 2030.
Shares jumped more than 10% on Wednesday after talks with Apple over US chip manufacturing surfaced, making Samsung Asia's second trillion-dollar company.
The Taiwanese foundry commits to a 230,000-wafer-per-year CoWoS line, locking in Nvidia's next three generations.
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