TSMC
19 articles mention TSMC
Washington Claims ASML's Most Important Machine is in China
Washington Claims ASML's Most Important Machine is in China According to Bloomberg, U.S. Commerce Secretary Howard Lutnick told senior ASML managers...
20.06.2026Amazon Wants to Directly Challenge Nvidia by Selling Its Own AI Chips
Amazon Wants to Directly Challenge Nvidia by Selling Its Own AI Chips According to AI chief Peter DeSantis, AWS is in talks with Bloomberg about...
15.06.2026The AI Supercycle Runs on Three Clocks Simultaneously
The AI Supercycle Runs on Three Clocks Simultaneously Gennaro Cuofano has revised his “AI Supercycle” thesis developed in 2022 and provides a map...
10.06.2026Google and Nvidia Keep Intel as a Backup
Google and Nvidia Keep Intel as a Backup TSMC's capacity problems are becoming a stroke of luck for Intel. Because the Taiwanese contract...
06.06.2026Huawei's Chip Queen Declares Moore's Law Dead
Huawei's Chip Queen Declares Moore's Law Dead He Tingbo has been leading Huawei's internal chip unit since 2003, with an annual budget of around $400...
29.05.2026Europe's Chip Strategy: Demand Instead of Just Supply Chain
Europe's Chip Strategy: Demand Instead of Just Supply Chain The EU Commission is changing course: the new Chips Act 2.0 focuses on demand rather than...
27.05.2026Huawei Announces Chip Breakthrough: Gap with TSMC Is Shrinking
Huawei Announces Chip Breakthrough: Gap with TSMC Is Shrinking Huawei aims to produce 1.4-nanometer chips without ASML machines by 2031—using its own...
26.05.2026Huawei Builds Chips Like East German Trabants: With Ingenuity Instead of High-Tech
Huawei Builds Chips Like East German Trabants: With Ingenuity Instead of High-Tech Huawei aims to produce its own 1.4-nanometer chips by 2031—without...
21.05.2026AI Is Sucking Up the Chip Market
AI Is Sucking Up the Chip Market Artificial intelligence is pulling in production capacity from chip manufacturers like a giant vacuum cleaner. What...
18.05.2026Apple is sabotaging Apple's own supply chain: AI doesn't ask where the next screw comes from
Apple is sabotaging Apple's own supply chain: AI doesn't ask where the next screw comes from Last week, a developer tried to configure a Mac Studio...
09.05.2026Apple's Chip Decade is Over: TSMC Now Belongs to the Hyperscalers
Apple's Chip Decade is Over: TSMC Now Belongs to the Hyperscalers For fifteen years, Apple set the pace for the semiconductor industry. Every...
27.04.2026Google now controls 25% of global AI computing capacity
Google now controls 25% of global AI computing capacity Google has quietly become the dominant infrastructure provider of the AI era: according to...
23.04.2026Google's TPU Split Shows: The AI Industry is Becoming a Specialization Industry
Google's TPU Split Shows: The AI Industry is Becoming a Specialization Industry At Cloud Next 2026, Google split its eighth TPU generation into two...
20.04.2026Jensen Huang's Real Problem Is China
Jensen Huang's Real Problem Is China Nvidia's Jensen Huang sums up his worldview in one sentence: “The input is electrons, the output is tokens. In...
09.03.2026The Economic Crisis of the Iran War Could Escalate
The Economic Crisis of the Iran War Could Escalate An energy expert warns that oil prices could enter 'Scary Land' by April if Donald Trump does not...
07.03.2026Memory Crisis: Apple's 512GB Mac Studio Disappears from Shelves
Memory Crisis: Apple's 512GB Mac Studio Disappears from Shelves Apple has quietly removed the 512GB RAM option for the Mac Studio with M3 Ultra—the...
06.03.2026Flexible Compromises: Prices Down/Up
Flexible Compromises: Prices Down/Up Apple is launching the MacBook Neo for $599, its most affordable notebook ever, in parallel with the new iPhone...
03.02.2026AI Boom Puts Pressure on Apple's Chip Supply
AI Boom Puts Pressure on Apple's Chip Supply Apple is losing its position as chip manufacturer TSMC's largest customer to Nvidia, leading to...
01.01.2026Instagram Focuses on Authentication Instead of Labeling
Instagram Focuses on Authentication Instead of Labeling Adam Mosseri explains Instagram's new strategy for handling AI-generated content: instead of...