NVIDIA Stops China-Focused H200 "Hopper" GPU Production
techpowerup - NVIDIA has reportedly halted production of its China-focused H200 "Hopper" GPU at TSMC's facilities, according to multiple reports. The company has built up an inventory of 250,000 H200 GPUs, which will be available in the Chinese market for select applic…
Back to Top / Thursday, March 5, 2026, 12:21 pm / permalink 20208 / 10 stories in 33 hrs
Apple is quietly assembling a US chip supply chain, one layer at a time
techspot - TSMC's vast complex outside Phoenix is central to that effort. The 2,000-acre site is slated to host six fabrication plants along with supporting infrastructure. Apple is positioning itself as the anchor customer: the company plans to purchase more than 1…
Back to Top / Wednesday, February 25, 2026, 6:21 pm / permalink 19762 / 3 stories in 9 days
Apple will start manufacturing the Mac mini in the US later this year
Reece Bithrey / theshortcut - With a brand new 220,000 square foot plant
Back to Top / Tuesday, February 24, 2026, 10:21 am / permalink 19647 / 8 stories in 10 days
Taiwan says 'impossible' to move 40 percent chip capacity to US
techxplore - Taiwan's top tariffs negotiator said it would be "impossible" to shift 40% of its semiconductor production capacity to the United States as she rejected claims that the island's chip industry would relocate.
Back to Top / Monday, February 9, 2026, 10:22 am / permalink 18941 / 8 stories in 25 days
TSMC’s Japan Plans Are Now Looking Much More Aggressive, as the Chip Giant Will Produce 3nm Chips in the Region to Support Gigantic AI Demand
Muhammad Zuhair / wccftech - TSMC is now looking to expand its fab operations in Kumamoto, Japan, as the chip giant now plans to introduce 3nm production lines, a massive upgrade from the previous plans. TSMC's Japan & US Projects Will Be On Par In Terms of Process Technologies Being…
Back to Top / Thursday, February 5, 2026, 7:21 am / permalink 18786 / 6 stories in 29 days
Microsoft unveils new proprietary AI chip Maia 200
Berry Zwets / techzine - Microsoft introduces Maia 200, an AI chip that the company claims is significantly faster than competing products. The accelerator is specifically designed to run large AI models and offers 30 percent better performance per dollar. The chip is manufacture…
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Back to Top / Monday, January 26, 2026, 11:20 am / permalink 18405 / 19 stories in 5 wks
TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings
BeauHD / slashdot - An anonymous reader quotes a report from Ars Technica: On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei t…
Back to Top / Friday, January 16, 2026, 5:20 pm / permalink 18084 / 2 stories in 7 wks
Jeff Pu Leaks Full iPhone Fold Tech Specs
Usman Qureshi / iphoneincanada - Analyst Jeff Pu has leaked the technical specs for the 2026 iPhone Fold, featuring a 7.8-inch display, A20 Pro chip, 12GB of RAM, and the return of Touch ID.The post Jeff Pu Leaks Full iPhone Fold Tech Specs first appeared on iPhone in Canada.
Back to Top / Friday, January 16, 2026, 4:20 pm / permalink 18077 / 2 stories in 7 wks
ASML hits record high on AI boost — and analysts see plenty of room to run
cnbc - Dutch semiconductor equipment maker ASML became just the third European company to his a valuation of over $500 billion on Thursday.
Back to Top / Friday, January 16, 2026, 11:53 am / permalink 18052 / 3 stories in 7 wks
TSMC (TSM) Stock: Surges on Landmark U.S.–Taiwan Trade Deal and Massive U.S. Expansion Plans
Yasmin Werner / parameter - TLDR TSMC jumps 4.44% as U.S.–Taiwan trade deal reshapes global chip strategy New trade pact cuts tariffs to 15% and boosts TSMC’s U.S. fab ambitions $500B investment framework positions TSMC for massive U.S. expansion Semiconductor trade deal reduces unc…
Back to Top / Thursday, January 15, 2026, 8:20 pm / permalink 17976 / 10 stories in 7 wks
TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped
Harkaram Grewal / implicator - TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
Back to Top / Thursday, January 15, 2026, 5:21 pm / permalink 17957 / 6 stories in 7 wks
Taiwan Pledges $250 Billion in U.S. Spending in Exchange for Lower Tariffs
Amrith Ramkumar / wsj - Under the agreement, Taiwan Semiconductor Manufacturing will add new factories to its cluster in Arizona as part of a $250 billion investment in the U.S., the Commerce Department said.
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Back to Top / Thursday, January 15, 2026, 3:20 pm / permalink 17937 / 14 stories in 7 wks
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
msmash / slashdot - Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17909 / 5 stories in 7 wks
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
cnbc - TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
Back to Top / Thursday, January 15, 2026, 1:20 am / permalink 17888 / 12 stories in 7 wks
Nvidia plans H200 production ramp at TSMC while China debates whether to let the chips in
Matthias Bastian / the-decoder - Nvidia CEO Jensen Huang is sitting pretty: Chinese tech companies want to buy more than two million H200 chips. The company is now in talks with TSMC to ramp up production.The article Nvidia plans H200 production ramp at TSMC while China debates whether t…
Back to Top / Wednesday, December 31, 2025, 5:20 am / permalink 17382 / 16 stories in 2 months
NVIDIA Tested Intel's 18A Node but Did Not Commit to Intel Foundry
techpowerup - According to a report from Reuters, NVIDIA has explored using Intel Foundry's 18A node but has not proceeded to mass production. Reuters states, "NVIDIA recently tested out whether it would manufacture its chips using Intel's production process known as 1…
Back to Top / Wednesday, December 24, 2025, 8:21 am / permalink 17264 / 7 stories in 2 months
Intel fully backs its controversial new hire that TSMC alleges took company secrets with him — CEO Lip-Bu Tan highlights Team Blue's strict ethics policy in internal memo amid high-stakes lawsuit
tomshardware - A new legal battle is taking shape in the semiconductor industry, with TSMC suing its former employee, Wei-Jen Lo, after he joined Intel following his retirement at the Taiwanese firm. Intel CEO Lip-Bu Tan argues that TSMC's claims of trade-secret theft a…
Back to Top / Thursday, November 27, 2025, 5:20 am / permalink 16343 / 6 stories in 3 months
Apple's A20 chips could launch a new era of thinner, cooler iPhones
appleinsider - Apple's next iPhone processors may bring a major leap in power and efficiency, setting up the company's 2-nanometer era ahead of its rivals.A20 is expected to use a 2nm processApple is preparing two next-generation chips, the A20 and A20 Pro, for the iPho…
Back to Top / Thursday, October 23, 2025, 1:20 pm / permalink 15354 / 2 stories in 4 months