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. …
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …
Not every manufacturing node comes out perfectly and not every one comes out on time, but in the past decade and a half, Taiwan Semiconductor Manufacturing Co, the world’s largest and most technologically advanced etcher of chips in the world, has done far better than any of its few remaining peers to push the chip manufacturing envelope while also maintaining consistent and profitable production of older nodes. …
The chip cold war between China and the United States continues to heat up like a processor with a heat sink that it is a little too small. …
And you thought toilet paper shortages were bad in the beginning of the coronavirus pandemic, or board and plywood prices are high and getting insane at the local hardware depot that you already spent too much money at. …
Big Blue got out of the chip foundry business when it sold off its IBM Microelectronics division to GlobalFoundries, itself a spinout of AMD, in 2014. …
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