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Tsmc

All articles tagged with #tsmc

Tiny silicon, colossal power: how chips shape our world
technology5 days ago

Tiny silicon, colossal power: how chips shape our world

Nature’s book review of The Chip Age argues that the semiconductor is the real backbone of modern life, tracing the history from early integrated circuits to today’s global supply chains. It highlights pioneers like Kilby and Noyce, explains ARM’s licensing-origin from Acorn, and shows how policy, subsidies, and trade battles helped build today’s chip-dominant world—led by Taiwan’s TSMC—while raising environmental, labor and geopolitical concerns that complicate the race for supremacy.

Leaker Pushes Back on PS6 Delay Fears, Hinting at a 2027–2029 Window
technology19 days ago

Leaker Pushes Back on PS6 Delay Fears, Hinting at a 2027–2029 Window

Despite a flurry of reports about a PS6 delay, an AMD hardware leaker publicly dismisses the idea, aligning with analysts who suggest a 2028–2029 release but acknowledging a plausible late-2027 window if production contracts (like TSMC’s 3nm capacity for 2027) are met. The piece notes Sony’s strategic timing and potential for 4K/120 FPS with advanced ray tracing, while memory pricing and market conditions could still affect timing, leaving delay fears largely unfounded for now.

Apple Targets 1.4nm A22 Pro Chips for 2028 iPhones
technology24 days ago

Apple Targets 1.4nm A22 Pro Chips for 2028 iPhones

Bloomberg reports Apple will switch its high-end iPhones to 1.4-nanometer A22 Pro chips by 2028, with TSMC manufacturing the majority and Intel possibly handling some units. Following the iPhone 17’s 3nm generation and the iPhone 18 Pro lineup at 2nm in 2026–27, the 1.4nm transition could offer notable power savings or performance gains. Production costs and capacity are tightening due to AI chip demand, prompting Apple to diversify its supply chain, including potential Arm-based chips from Intel for other devices as it pursues a 14A-era 1.4nm capability by 2028.

Apple’s A22 Pro Aims for 1.4nm in 2028, Rumor Claims
technology24 days ago

Apple’s A22 Pro Aims for 1.4nm in 2028, Rumor Claims

Rumor says Apple’s A22 Pro will be Apple’s first 1.4nm chip, likely launching in 2028 after the 20th‑anniversary iPhone, with TSMC building 1.4nm fabs. The A21 Pro would stay on 2nm (potentially N2P). 1.4nm could offer ~10–15% higher performance or up to 30% lower power due to denser GAA transistors. No firm confirmation on a standard A22 1.4nm rollout; TSMC’s multi‑billion fab investments and a wafer cost around $45k are noted, keeping the timeline speculative.

SpaceX's IPO Signals a New AI-Chip Empire Behind the Rockets
business1 month ago

SpaceX's IPO Signals a New AI-Chip Empire Behind the Rockets

SpaceX is set to price SPCX on June 12 with an implied valuation around $1.77 trillion, and its S-1 highlights Terafab, a long‑term plan to manufacture vast AI compute that could power data centers in space. The initiative centers SpaceX’s Colossus 1 system, which uses about 220,000 Nvidia GPUs, tying Nvidia, TSMC and Intel to SpaceX’s AI ambitions and the broader AI‑chip boom.

TSMC Emerges as the Smarter Semiconductor Play After Marvell’s Pullback
business1 month ago

TSMC Emerges as the Smarter Semiconductor Play After Marvell’s Pullback

The article argues Marvell’s rally has fizzled due to rich valuation and customer concentration, while Taiwan Semiconductor Manufacturing (TSMC) offers a stronger moat, better margins, and steady earnings growth. With US subsidies narrowing Taiwan risk and Marvell facing declining fundamentals, the piece treats TSMC as the more attractive, longer‑term pick and highlights a potential unwind in the Marvell trade as a buying opportunity.

Cerebras Falls 22% From IPO; Can Its Wafer-Scale AI Chips Deliver Returns?
investing1 month ago

Cerebras Falls 22% From IPO; Can Its Wafer-Scale AI Chips Deliver Returns?

Cerebras stock has slid about 22% since its May IPO pop, despite touting wafer-scale AI chip technology meant to speed inference. Backed by large OpenAI and AWS deals that create a substantial revenue backlog (roughly $24.6 billion in remaining obligations), the upside is tied to the company’s ability to scale production and operations with limited supplier capacity. Risks include execution challenges, dependence on Taiwan-based TSMC, and customer concentration, all set against a lofty valuation (~$55 billion market cap and ~108x 2025 sales). The Motley Fool notes this doesn’t look like a compelling buy at current prices and isn’t among their top stock picks.

Bonus Backlash at TSMC Sparks Samsung-Style Strike Talk Amid Record Profits
business1 month ago

Bonus Backlash at TSMC Sparks Samsung-Style Strike Talk Amid Record Profits

TSMC faces employee fury over rumors of bonus cuts, with social-media chatter and discussions of Samsung-style strikes echoing through Taiwan’s chip-wage culture, even as the company posted a 58% year-over-year profit jump in Q1 2026 and continues massive CapEx for advanced fabs; workers question wage perks while management weighs belt-tightening in a high-stakes AI chip buildout.

Huawei Bets on 1.4nm Chips to Narrow Gap With TSMC
technology1 month ago

Huawei Bets on 1.4nm Chips to Narrow Gap With TSMC

Huawei says it has a new pathway, dubbed LogicFolding, to shrink its gap with leader TSMC by aiming to mass-produce 1.4‑nanometer chips by 2031, a move that could challenge the need for ASML’s advanced EUV equipment since TSMC has said it will mass-produce 1.4nm by 2028. If Huawei can scale this, it would mark a significant step in China’s push for semiconductor self-sufficiency and shorten the industry lead held by TSMC, though the plan hinges on large‑scale manufacturing capabilities and technological breakthroughs.

AI Push Sets Nasdaq Sights on 30,000 as Nvidia and TSMC Lead the Charge
markets2 months ago

AI Push Sets Nasdaq Sights on 30,000 as Nvidia and TSMC Lead the Charge

The Nasdaq’s outperformance is attributed to AI-fueled earnings growth, with analysts forecasting sustained AI investment keeping tech profits rising and suggesting the index could reach about 30,000 next year; Nvidia and Taiwan Semiconductor Manufacturing are highlighted as the two semiconductor bellwethers driving the AI revolution, with dominant positions, pricing power, and strong earnings upside, making them top picks for a continued bull run.

AI Demand Fuels TSMC's Fourth Straight Record Quarter
business2 months ago

AI Demand Fuels TSMC's Fourth Straight Record Quarter

TSMC posted a 58% YoY profit jump to NT$572.48B on revenue of NT$1.134T in Q1, beating estimates as AI-chip demand remained strong. Advanced chips (7nm and smaller) accounted for about 74% of wafer revenue, with 3nm shipments at 25%; the HPC/AI division made up 61% of sales. The company raised capex to the high end of $52-56B for the year and plans a new advanced-chip fab in Tainan, with Nvidia now its largest customer; management said energy-disruption risks pose no near-term threat.