If the GenAI expansion runs out of gas, Taiwan Semiconductor Manufacturing Co, the world’s most important foundry for advanced chippery, will be the first to know. …
The world’s largest and one might argue most important chip foundry is telling Wall Street that its AI-related sales are running ahead of schedule. …
Here at The Next Platform, the quarterly earnings season starts with Taiwan Semiconductor Manufacturing Co. …
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. …
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. …
People are impatient for Intel to get fixed, and have been for many years. …
It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …
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. …
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
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. …
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