OpenAI's recent chip deals heap more pressure on TSMC

In recent weeks, OpenAI has signed blockbuster deals with AMD and Broadcom to build vast numbers of AI chips. Much of the focus has been on the financial implications, since OpenAI will need hundreds [...]

TSMC is investing an additional $100 billion into semiconductor manufacturing in the US

Taiwan Semiconductor Manufacturing Company (TSMC), the world's top semiconductor manufacturer, has pledged to invest another $100 billion over the next four years to boost advanced semiconductor [...]

TSMC shows off 1.4nm chip tech that will appear in future iPhones and other devices

In case you're wondering how Moore's Law is doing, Taiwan Semiconductor Manufacturing Corp. (TSMC) just unveiled its latest 1.4-nanometer (nm) A14 process that will enter production in 2028. [...]

Trump administration official says some CHIPS Act companies won't need to give up equity

Last week, the Trump administration said it might take a stake in Intel in exchange for the $10.86 billion in federal grants the company is receiving from the Chips and Science (CHIPS) Act. However, n [...]

TSMC posted record $40 billion revenue. Its stock fell 4%. Investors are no longer buying the AI spending story on faith.

TSMC posted record second-quarter revenue of over $40 billion, up 36% year on year, with net income rising 77%. The result should have been a triumph. Instead, shares fell 4%, dragging the Nasdaq 100 [...]

TSMC does not rule out price rises as inflation pushes up chip manufacturing costs

Taiwan Semiconductor Manufacturing Company, the world’s largest chipmaker, told the BBC that inflation is pushing up its costs and did not rule out raising prices. CFO Wendell Huang said the company [...]

Intel might hand over its manufacturing division to TSMC, Nvidia and others

Taiwan Semiconductor Manufacturing Company (TSMC) is discussing a potential joint venture with leading US technology companies to take over Intel's contract manufacturing division, with involveme [...]

Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips

Google has ordered more than three million AI chips from Intel for 2028. Nvidia is testing Intel's manufacturing tech for its upcoming Feynman architecture. Both moves come as TSMC can't kee [...]

NVIDIA shows off its first Blackwell wafer manufactured in the US

NVIDIA has taken a big step towards strengthening its domestic chip manufacturing, revealing the first Blackwell wafer made in the US. The hardware company assembled the wafer, which is the base mater [...]