Compute
How Long Before Half Of TSMC’s Sales Are Driven By AI?
Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …
foundry
Compute
Why TSMC Did A $100 Billion Deal With Trump On US Chip Manufacturing
All presidents of these United States have the bully pulpit from which to lecture the American people and, for the past century, the rest of the world about how the global economy and culture should work. …
Compute
TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
AI
No Slowdown At TSMC, Thanks To The AI Gold Rush
With a near monopoly on advanced chip manufacturing and packaging, it is no wonder that during the AI boom that the world’s largest foundry is not only making money. …
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. …
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 Highly Profitable Chip Making Monopoly Called TSMC
When Taiwan Semiconductor Manufacturing speaks, the datacenter sector of the IT industry listens because, with few exceptions, this foundry etches the compute, networking, and storage engines that power the datacenter. …