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The Latest Breaking News from TSMC

Elon Musk reveals photos of Dojo D1 Supercomputer cluster — roughly equivalent to 8,000 Nvidia H100 GPUs for AI training

Elon Musk says that he'll have 90,000 Nvidia H100s, 40,000 AI4 chips, and the equivalent of 8,000 H100 GPUs in Dojo D1 processors by the end of 2024.

Tom’s Hardware

Taiwan's Semiconductor Success Story

Learn how Taiwan's semiconductor success is driven by innovation, strategic planning, and investment, not theft. Explore TSMC's dominance in chip manufactu...

Top News

Fund Manager Overseeing Top-3% Growth Funds Shares A Proven Strategy to Navigate the AI Boom

Ankur Crawford manages Fred Alger Management's top growth funds that invest heavily in tech stocks and have returned over 40% in 2023.

International Business Times UK

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Nvidia Likely To Announce Surprise Positive Earnings Next Month, Says Goldman Sachs After Meeting Top Company Exec

Nvidia continues to witness high demand for its AI GPUs and will start disclosing ROI metrics for end users from the next earnings call onwards.

International Business Times UK

Asia's biggest chipmaker is set to join the trillion-dollar club — TSMC will topple Meta soon as it benefits from AI boom

TSMC is the world's eighth most valuable company thanks to the AI boom.

TechRadar

TSMC establishes new Foundry 2.0 paradigm — could help address regulatory concerns of a monopoly

TSMC takes a page from Intel's IDM 2.0, proclaims itself a Foundry 2.0 company.

Tom’s Hardware

Nvidia Stock Surges As TSMC Reports Strong AI Chip Demand Despite 'Damaging' Statement From Donald Trump

Nvidia's stock price jumped nearly 3 percent on Thursday. This bounce back comes after the industry's worst day since 2020.

International Business Times UK

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Shanghai Composite Index Rose 0.17% on Friday

Shenzhen Component Index closed up 0.27%

Caixin Global

How Taiwan secured semiconductor supremacy – and why it won’t give it up

Trump has accused Taiwan of ‘taking’ the US chip sector, but Taipei has been at the forefront of the industry for decades, and its future could depend on it

The Guardian - AU

Nasdaq losses deepen amid market jitters over US policy on chipmakers

Analysts play down concerns and maintain confidence in AI boom after index’s worst day since December 2022

The Guardian - UK

TSMCs Q2'24 Results: Best Quarter Ever as HPC Revenue Share Exceeds 52% on AI Demand

Taiwan Semiconductor Manufacturing Co. this week said its revenue for the second quarter 2024 reached $20.82 billion, making it the company's best quarter (at least in dollars) to date. TSMC's high-performance computing (HPC) platform revenue share exceeded 52% for the first time in many years due to demand for AI…

AnandTech

Trump, Biden, and AI send chip shares on a wild ride

Semiconductor shares have recovered slightly after a grim Wednesday that made for the Nasdaq's worst day in two years.

Fortune

Dow Jones Reverses Downward As Stocks Close Broadly Lower (Live Coverage)

The Dow Jones reversed lower after hitting a new high on the stock market today. The Nasdaq dropped and added to Wednesday's losses.

Investors Business Daily

AMD's Zen 5 chips pack in 8.315 billion transistors per compute die, a 28% increase in density

AMD's Ryzen 9000 'Eldora' CCD has the same die size as Ryzen 7000 'Durango' CCD, but Ryzen AI 300 'Strix Point' is massively larger than Hawk Point.

Tom’s Hardware

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news in one place.

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Fortune

Donald Trump wants Taiwan to pay for U.S. protection

A lukewarm commitment to the island nation's security could threaten the supply of Nvidia's vaunted AI training chips that power Big Tech data centers.

Investors Business Daily

Dow Jones Rises After Jobless Claims Jump; Nvidia Chipmaker Rallies On Earnings

Stock Market Today: The Dow Jones rose Thursday on a jump in weekly jobless claims. Nvidia chipmaker TSMC rallied on earnings.

Investors Business Daily

Taiwan Semiconductor Tops Q2 Views Amid Robust AI Chip Demand

Taiwan Semiconductor Manufacturing beat estimates for the second quarter and guided above views for the current period.

International Business Times

Taiwan's TSMC Second-quarter Net Profit Jumps On Gen AI Demand

Taiwan chip giant TSMC said Thursday net profit jumped by more than a third in the second quarter of 2024, buoyed by global demand for generative artificial intelligence products.

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news in one place.

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The Guardian - UK

Ed Davey apologises to Alan Bates at the Post Office Horizon inquiry – as it happened

Lib Dem leader had declined meeting with campaigner in May 2010, saying "‘I do not believe it would serve any useful purpose’

International Business Times

Asian Markets Drop With Wall St As Biden Sparks Fresh Chip Fears

Asian markets sank with Wall Street on Thursday after a warning from the White House that it would target firms supplying China with key semiconductor technology, and Donald Trump's comments on crucial chip supplier Taiwan.

Fortune

Nvidia shares tumble over 6% amid geopolitical fears

The Biden administration is weighing tighter export controls to stymie China as Donald Trump sparked doubt about America’s commitment to Taiwan.

Investors Business Daily

Nvidia Stock, These Giants Lead Chip Sell-Off On China, Taiwan Worries

Nvidia and other big chip stocks fell on worries of heightened conflict with China and uncertain ties with Taiwan.

International Business Times

TSMC Shares Dip After Trump Declares Taiwan Should Pay US For Defense

TSMC is now recognized as the largest and most advanced chipmaker in the world. It manufactures essential chips for Apple and Nvidia.

Tom’s Hardware

Trump says Taiwan should pay US for defense — 'They did take about 100% of our chip business'

In a Bloomberg interview, former President Donald Trump said that the US should be paid to protect Taiwan from China, and highlighted the island's dominance in chipmaking.

AnandTech

Crucial P310 NVMe SSD Unveiled: Micron's Play in the M.2 2230 Market

Hand-held gaming consoles based on notebook platforms (such as the Valve SteamDeck, ASUS ROG Ally, and the MSI Claw) are one of the fastest growing segments in the PC gaming market. The form-factor of such systems has created a demand for M.2 2230 NVMe SSDs. Almost all vendors have a…

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