AI
TSMC Seeks To Make Itself More Indispensable Than It Already Is
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
3 nanometer
Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Compute
Intel: I Was Lostry, But Now I Am Foundry
Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …
Compute
TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
Compute
The Chips Are Down For TSMC, But Not For Long
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …
Compute
The Chip Has Hit The Fan
If you are a designer of chips based on the most advanced processes available from Taiwan Semiconductor Manufacturing Company, and your roadmap is based on the company’s continuing progress and prowess in pushing Moore’s Law to the limit, then not only is the future in your roadmaps being pushed out, but you are going to have to pay more for whatever chips you are making now and, we suspect, the chips you are depending on for your business in the future. …