Fear and resignation after ‘world’s most powerful company’ pays Trump a $100 billion ‘protection fee’
It was a surprise ceremony at the White House presided over by President Donald Trump to unveil a $100 billion investment from what he called the world’s most powerful company, Taiwan Semiconductor ...
PhoneArena1d
Samsung Foundry drops further behind TSMC after disasterous Q4
But we digress. The gap in market share between TSMC and Samsung Foundry increased sequentially from 55.6% in Q3 to 59% in Q4 ...
Intel Foundry Shake-Up: TSMC Proposes Shared Takeover with Chip Giants
The Taiwanese chipmaker intends to run operations of Intel’s fab division but does not want to own more than 50% of it and is ...
Return of the gigahertz wars: New Chinese transistor uses bismuth instead of silicon to potentially sock it to Intel and TSMC with 40% more speed
By way of example, TSMC's N3E node as used in the latest Apple chips has gate pitch of at minimum 45 nm and a metal pitch of ...
The Diplomat2d
The Case for a Taiwan-US Semiconductor Agreement
U.S. “silicon statecraft” is overly reliant on a single firm, TSMC. An intergovernmental approach would provide a lasting ...
Interesting Engineering3d
China’s new silicon-free chip beats Intel with 40% more speed and 10% less energy
Peking University researchers have developed a 2D transistor that operates 40% faster and uses 10% less energy than leading silicon chips.
Huawei can produce 750k AI chips amid US trade restrictions
Huawei has resources to produce about 750,000 advanced AI chips amid US trade restrictions, a report says. More details here.
Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies
Nonetheless, Huawei continues to acquire millions of Ascend 910B and Ascend 910C for its internal AI projects and external ...
ASML will open Beijing facility despite US sanctions on China
Chipmaking tool biz ASML plans to open a new facility in China this year amid rising trade tensions between Washington and ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In ...