Chinese upstart eyes Nvidia and AMD’s lunch with 24GB card

A Chinese outfit few have heard of is making a bold lunge into the high-end GPU market.

Chip giant’s fourth quarter could fizzle despite AI buzz

Tariff tantrums from the US have started to rattle TSMC’s booming run, with signs that the Christmas consumer rush might be more of a limp than a sprint.

Wants 300,000 extra units 

Nvidia is grovelling at the door of TSMC, begging it to crank out another 300,000 of its H20 AI chips, according to Reuters.

Taiwanese outfit bets big on CoWoS, SoIC, and CoW fab in Arizona

TSMC is plotting another big move in its American push, this time with plans to manufacture some of its most advanced chip packaging tech in the US to loosen its dependency on Taiwan.

"Regulation and red tape" hold back Arizona chip plans

TSMC’s multi-billion-dollar push into the US chip industry is nowhere near satisfying domestic demand, despite years of investment and political support.

TSMC rival finally gets a win in foundry fight

Samsung Electronics has signed a 22.8 trillion won (about $16.5 billion) chip foundry contract with what it calls a "global company" which the cocaine nose jobs of Wall Street are convinced is Tesla.

Epyc chips fuel AMD’s stunning datacenter comeback

AMD has pulled off a massive comeback in the server CPU market, snatching half the pie from Intel in just a few quarters.

AMD and Nvida forced to swallow higher prices

Getting cutting-edge chips out of TSMC’s US fabs is proving far pricier than sticking with its tried-and-tested Taiwan plants, but big tech doesn’t have much choice right now.

Chip giant warns of tariff risks despite surging demand

TSMC stunned the cocaine nose jobs of Wall Street on Thursday with a 61 per cent year-on-year jump in second-quarter profit, smashing records and beating expectations thanks to relentless demand for artificial intelligence silicon.

Rumoured to be 55 per cent

Analysts at KeyBanc reckon Intel’s 18A yields have inched up to 55 per cent which is a modest five per cent improvement quarter-on-quarter.