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The Latest Breaking News from TSMC

Can AI boom drive Nvidia to a $4tn valuation despite investor doubt?

Powerful new chips are on the way but there are questions over whether tech firm’s growth can be sustained

The Guardian - UK

TSMC's overseas expansion will only contribute 10% of the foundry's production capacity: Report

TSMC's fabs in Germany, Japan, and the U.S. will contribute 10% of the company's capacity, so 90% of TSMC's output will remain in Taiwan.

Tom’s Hardware

Thunderbird packs up to 6,144 CPU cores into a single AI accelerator and scales up to 360,000 cores — InspireSemi's RISC-V 'supercomputer-cluster-on-a-chip' touts higher performance than Nvidia GPUs

InspireSemi's Thunderbird processor with 1,536 64-bit RISC-V cores promises CPU versatility and GPU-level parallelism.

Tom’s Hardware

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Supercomputer-on-a-chip goes live: single PCIe card packs more than 6,000 RISC-V cores, with the ability to scale to more than 360,000 cores — but startup still remains elusive on pricing

InspireSemi's Thunderbird I supercomputer-on-a-chip goes live, along with a PCIe card that packs 6,000 RISC-V cores.

TechRadar

Taiwanese research firm says TSMC will maintain foundry lead until at least 2032 — US expected to account for 28% of leading edge manufacturing

Taiwan will remain the world's largest manufacturer of logic semiconductors for at least another eight years, according to the director of the Taiwan-based Industrial Technology Research Institute.

Tom’s Hardware

Intel, TSMC Gear Up, Putting This Unique Firm In Enviable Position

ASML stock etches a fresh buy point as it unveils a new innovation lab, and chip partners like Intel and TSMC expand production.

Investors Business Daily

Nvidia's Meteoric Rise Drove Shares of These Three Suppliers Over 30% Year-to-date

A high demand for semiconductor products that power AI-based services is leading Nvidia to diversify its chip foundry partners, benefitting leading chipmakers worldwide.

International Business Times UK

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Intel's Lunar Lake mobile CPUs reportedly delayed until the end of the year, missing the big back-to-school period

Back-to-school laptop shopping is a prime trading period for mobile CPUs, but Lunar Lake might be missing the boat.

PC Gamer

The Samsung Galaxy S25 may be all Snapdragon again — not all Exynos

An unconfirmed rumor from March 2024 suggested that Samsung could go all-Exynos for the Galaxy S25, but a new report says the opposite.

Android Central

TSMC explores using 510x515 mm rectangular silicon wafers — tripling the usable area of current 300mm diameter tech

Nikkei says TSMC is researching rectangular substrates for advanced chip packaging.

Tom’s Hardware

TSMC N3 production and packaging prices to increase by up to 20%, say reports

In time for ramp of Nvidia's and Intel's next-gen products, TSMC is set to increase quotes, according to analysts and media.

Tom’s Hardware

Google Pixel 10 could ditch Samsung chips for Tensor G5 — what that means for you

Google Pixel 10 could get itsa Tensor G5 chipset from TSMC, and sever its relationship with Samsung's Exynos chips for good.

Tom’s Guide

Patent hoarder sues Micron for up to $480 million for infringement — South Korean firm Mimir IP acquired the patents from SK hynix in May

Mimir IP acquired around 1,500 patents from SK hynix just last month, and has now sued Micron and its partners for patent infringement in a seeming proxy battle. Such tactics are becoming increasingly common in the semiconductor industry.

Tom’s Hardware

TSMC suspends CoWoS fab construction because of archeological findings

When the past slows down the future: TSMC puts building of its AP7 packaging facility on hold due to discovery of ruins of something.

Tom’s Hardware

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Samsung Texas fab delayed for 2nm upgrade to face-off with TSMC and Intel, according to Korean media

Industry sources say that one of the reasons for the delay of Samsung's Texas fab is that it is considering upgrading it from 4nm to 2nm.

AnandTech

Silicon Motion Demos Low-Power PCie 5.0 SSD Controller: SM2508

Rounding out our Computex 2024 SSD controller news, let's talk about the final major controller vendor at the show: Silicon Motion. Silicon Motion has been somewhat late to the PCIe Gen5 SSD party, as its rival Phison has been offering their high-end PS5026-E26 controller for almost 18 months now. But…

Tom’s Hardware

Russian chipmaker unveils Raspberry Pi competitor — despite US sanction woes, Elbrus packs its homegrown chip into the smallest form factor yet

The Elbrus-2S3 processor is being used to power a Raspberry Pi 5 competitor from Russian state agency Rostec. The problem? The Elbrus-2S3 hasn't been produced since 2022 when Taiwan sanctioned Russia.

Tom’s Hardware

Samsung's new roadmap unveils its 2nm process nodes and outlines backside power delivery plans

Samsung Foundry outlines roadmap for the next three years: 2nm, backside power delivery and more.

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Tom’s Hardware

MediaTek reportedly preps Arm processors for Windows laptops — will arrive as Qualcomm's exclusivity deal expires

Three sources have indicated that MediaTek is working on a Windows-on-Arm SoC to compete with Qualcomm.

PC Gamer

The battle for the heart of next-gen handheld gaming PCs: AMD's Strix Point versus Intel's Lunar Lake

Frame rates or battery life, take your choice...

Windows Central

MediaTek will end Qualcomm's exclusive reign over Arm-based Windows PCs in 2025

Chip designer MediaTek will reportedly make Arm-based chips for Windows PCs as soon as next year. Qualcomm is the only company that makes Arm chips for PCs at the moment, but that could change after a reported exclusivity agreement ends this year.

Fortune

As the chip race heats up, a new multipolar world is taking shape

Chip manufacturing will become like oil: There will be a small number of producers for something that everybody needs.

PC Gamer

TSMC's chairman hints at potential higher prices for Nvidia—'I think those products are really valuable...but I am thinking about showing our value as well'

The AI profits are flowing, and TSMC's new chairman may be looking to divert a little more in its direction.

AnandTech

Cheaper PCIe 5.0 x4 SSDs Incoming: Silicon Power Demos Phison E31T-Based SSD

Although consumer SSDs based on Phison's PS5026-E26 controller have been on the market for almost a year and a half now, the class-leading drives still carry a distinct price premium, and to some degree that's because it's still one of the only options for a PCIe 5.0 SSD. But it…

Tom’s Hardware

Nvidia shipped 3.76M data center GPUs in 2023 — dominates business with 98% revenue share

Nvidia grew its data center GPU sales by over a million units in 2023.

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