
Nvidia invests $5 billion in Intel, making it a number two shareholder
Deal will bring RTX GPU chiplets to Intel x86 SoCs
Nvidia and Intel have announced a "collaboration" to develop multiple generations of datacenter and PC consumer products. Tucked in the PR announcement is that Nvidia is investing $5 billion in Intel's common stock at a price of $23.28. Both CEOs will conduct a webcast press conference at 10 a.m. Pacific time (1 p.m. Eastern time).

TSMC smashes another record after interest rate cut
Chipmaker drags Taiwan market to fresh high
Taiwan’s TSMC has surged again, with its US ADR rising 0.3 per cent on Wednesday to close at $262.79, marking four straight days of record highs.

Nvidia eyes TSMC A16
AI boom drives 2nm surge
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Nvidia is already looking past 2nm processing and is preparing to jump onto TSMC’s A16 process, due for mass production in the second half of 2026.

TSMC hits record-breaking August revenue
AI boom keep the tills ringing
TSMC has just clocked up its busiest August in history, pulling in 3357.72 billion yuan (€96.1 billion), a 3.9 per cent rise month-on-month and 33.8 per cent up year-on-year.

AI chip boom leaves TSMC scrambling to meet demand
Taiwanese foundry forced to plan packaging a year in advance
TSMC is finding itself on the back foot as demand for its advanced packaging tech has exploded thanks to the AI chip gold rush, with firms like Nvidia breathing down its neck.

TSMC muscles into silicon photonics, leaving Intel gasping
A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.
TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.

SK Hynix beats Samsung and TSMC to High-NA EUV
Korean outfit first to slot ASML’s kit into its fabs
SK Hynix has stolen a march on both Samsung and TSMC by becoming the first chipmaker to integrate ASML’s new High-NA EUV machinery into its fabs.

Intel splurges $16 billion on R&D without much to show
18a dream node keeps swallowing cash as rivals surge ahead
Troubled Chipzilla is still burning cash at an alarming rate, sinking more than $16 billion into research and development last year, yet it has little to brag about.

US pulls plug on TSMC's China waiver
We tell other countries what to do
The United States has yanked TSMC's authorisation to freely ship essential kit to its mainland plants, a move that could wreck the foundry’s China operations.

TSMC hikes chip prices as margins wobble
Big Tech to pay more as Taiwan foundry feels the squeeze
TSMC is about to squeeze more cash out of its clients by jacking up prices on its swankiest silicon. The Taiwanese foundry giant is planning a five to ten per cent hike on advanced nodes like 5nm, 4nm, 3nm and 2nm, to prop up its declining profit margins.