Taiwan Semiconductor Manufactur (TSM) news and analysis
Samsung (005930) will reportedly use TSMC (TSM) to make part of Nvidia's (NVDA) next memory chips
Nvidia asked all three of its HBM suppliers to switch to the same TSMC process. Samsung also has a backup plan if TSMC runs short.
Taiwan plans up to $4 billion Texas park for suppliers to Nvidia (NVDA) and TSMC (TSM)
Taiwan's economy minister says the first U.S. park would be in Texas, with loan guarantees and help on visas and land. The ministry hasn't confirmed the site.
TSMC (TSM) posted a record profit for the sixth straight quarter. Its CEO says any Terafab plant would have to be run by TSMC.
Revenue beat TSMC's own forecast, the 2026 outlook went up, and the CEO put a condition on any deal with Musk's Texas fab.
ASML says its planned supply won't fully meet 2027 and 2028 demand. Some customers want to order for 2030.
Record sales, a big jump in profit, and €4.1 billion spent buying back stock. Money tied to future deliveries nearly tripled.
Applied Materials (AMAT) CEO says AI will let the company double revenue without doubling headcount
Applied Materials CEO Gary Dickerson said the company expects to double revenue over the next few years without doubling headcount, as it unveiled its EPIC Center.
Microsoft (MSFT) plans to run its AI products mainly on its own Maia chips starting in 2027
Microsoft expects its new Maia 300 to beat leading GPU systems on output per megawatt. Its cloud chief says Nvidia and AMD remain big partners.
TSMC (TSM) posted a record quarter. Whether it beat its own forecast depends on the exchange rate.
Sales rose 18% in one quarter and topped the analyst consensus. Full results land October 15.
Musk says TSMC (TSM) won't run Terafab as Intel (INTC) reaffirms its role
A newsletter had floated TSMC owning and operating the factory. Musk's post left room for a sublease, and TSMC shares fell in early trading.
Applied Materials (AMAT) expands Intel (INTC) AI chip partnership at research center already joined by TSMC
It's Applied's third EPIC Center announcement in about a week. Intel's biggest foundry rival signed on in May.
TSMC (TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. Musk confirms Terafab talks.
A tax credit's construction-start deadline could decide whether the Texas fabs happen. Musk calls the Terafab talks just discussions.
Cerebras (CBRS) bets its giant AI chip can outrun Nvidia (NVDA) GPUs
It turns an entire silicon wafer into one chip. That buys speed, but Cerebras still depends on TSMC for every wafer.
Three dot-com warning signs are back for AI. I'm watching for a fourth.
Chip and memory prices are climbing, bond buyers want wider spreads on AI debt, and the Fed is raising rates. Those are three warning signs from 2000. Here's the one I'm still waiting for.
Qualcomm (QCOM) launches two 2nm Snapdragon chips, with on-device AI leading the pitch
Qualcomm unveiled two flagship Snapdragon chips at its Snapdragon Summit, the 8 Elite Gen 6 and a higher-tier Extreme Gen 6. Both are built on TSMC's 2nm process, and the headline feature is running AI models on the phone instead of the cloud.
China built gate-all-around transistors without EUV. A commercial 3nm node has no timetable
China's Institute of Microelectronics says it built working gate-all-around transistors as part of research toward a future 3nm-class process using DUV, not EUV. It is an early lab result, not a manufacturing process, and the institute gave no timetable for a commercial node.
Why chip prices are rising in 2026. What Nvidia (NVDA), TSMC (TSM) and AMD have each actually said.
Nvidia is reported to have told customers to expect more than 15% on AI servers, TSMC to have raised advanced-node wafer prices 5% to 10%, Samsung foundry quotes up to 15%, and AMD about 10%. Four separate reports, and four very different levels of evidence.
America is building chip factories. Samsung and Micron (MU) are struggling to find the workers.
A McKinsey and SEMI Foundation report projects a US chip worker shortfall of 127,000 to 157,000 by 2030. Only 3% of US graduates who take engineering jobs go into semiconductors. The short-term fix is Korean staff on temporary assignment.
Taiwan's chip industry has more than two openings per job seeker. The AI buildout needs people.
Taiwan's chip industry has more than two open jobs for every person looking for one. ASE needs at least 3,000 people this year, and one materials maker is calling old university classmates to staff a single new plant. Texas Instruments, GlobalFoundries, and ASE describe the same shortage.
TSMC (TSM) co-COO calls AI a "three-year-old superman." The company is cautious with what it lets AI see.
Y.J. Mii, co-chief operating officer of the world's largest chipmaker, told students in Taipei that AI is powerful but does not know right from wrong. He also said TSMC is more cautious with AI tools on sensitive R&D data, for fear of leaks.
Fujitsu (FJTSY) opens MONAKA server sales in November as global CPU rollout follows
Fujitsu opens sales of its MONAKA servers in Japan and Europe in November 2026, with shipments starting April 2027. The standalone processor is planned for cloud and data center operators in the quarter ending March 2027.
The US stock market is worth more than the world's next 13 largest combined
The US market is worth about $75 trillion today, China's $16.8 trillion and South Korea's about $4.5 trillion. World Bank data shows how each got there since 2005, when China's listed companies were worth less than Korea's.
A day before Nvidia (NVDA) earnings, OpenAI says its Jalapeño chip beats it on efficiency
OpenAI used a Hot Chips presentation to claim its custom Jalapeño chip beats Nvidia on inference efficiency, one day before Nvidia reports. The benchmarks are real, and so are the caveats.
Nasdaq rebounds before Nvidia (NVDA) earnings, with options pricing a $313 billion swing in the stock
The Nasdaq rose about 0.7% Tuesday, recovering Monday's chip-led drop, one day before Nvidia reports. Wall Street expects about $92 billion in revenue, double a year ago.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Michael Burry says Etched is 'serious competition' for Nvidia. The catch is what its chip can't run.
Michael Burry, who has bet against Nvidia (NVDA) all year, called AI chip startup Etched 'serious competition' on Tuesday. Etched's Sohu chip is 10 to 20 times faster at one job, but it can't run several of the model types teams deploy most, and it's raising at up to $21 billion before shipping at scale.