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. …
TSMC
Compute
TSMC: The Second Most Profitable Company In The AI Revolution
The AI boom has been very, very good to Taiwan Semiconductor Manufacturing Co, which is positioned to do well if Nvidia continues with its hegemony over AI training and inference or if the rebel alliance forms behind AMD or if the hyperscalers and cloud builders dedicate a substantial portion of their capital budgets to etching and packaging homegrown compute engines. …
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
Gordian Knot: Broadcom And TSMC To Cut Intel Into Two?
People are impatient for Intel to get fixed, and have been for many years. …
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. …
Connect
Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
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’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs
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. …