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. …
foundry
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. …
Compute
TSMC: The Leading Indicator For An Entire Industry
Taiwan Semiconductor Manufacturing Co is the world’s largest and most advanced producer of semiconductors, and is therefore a “bellwether” for the semiconductor industry and, in turn therefore, a leading indicator of the entire IT sector that depends so heavily on semiconductors as its key driver. …
Compute
The Money Printing Press That Is Chip Maker TSMC
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. …
Compute
Intel Decides To Engineer Its Fab-Filled Future After All
Newly anointed Intel chief executive officer Pat Gelsinger held the coming out party for his strategy to get the world’s largest chip manufacturer and designer back on track, called “Intel Unleashed: Engineering The Future,” on Tuesday after the market closed. …
Compute
What Gelsinger Can Do To Unscrew Intel
A little more than a week ago, Intel announced that Pat Gelsinger, its former chief technology officer and former manager of the predecessor of its Data Center Group as well as the current chief executive officer at server virtualization juggernaut VMware, would be returning to the world’s biggest chip maker to be its CEO and to take on the task of rescuing the company from itself and its competition. …