Nvidia is allegedly moving production of RTX 4090 GPUs to Hopper H100 GPUs
Potentially making the RTX 4090 even harder to find
TSMC chairman warns of "serious challenges" to semiconductor industry posed by China tensions
TSMC is caught between the US, Taiwan, and China
Taiwan says destroying TSMC in the event of a Chinese invasion is unnecessary
"Even if China got a hold of the golden hen, it won't be able to lay golden eggs"
In context: Once again, rising tensions between China and the US have put the spotlight on Taiwan and what would happen to TSMC, which manufactures more than half the world's semiconductors, in the event of an invasion. One proposal is to destroy the company's facilities, but the island's security chief said such a move is unnecessary.
Apple reluctantly agrees to TSMC's price increases
In context: TSMC is one of the largest processor manufacturers in the world, creating chips and wafers for many companies, including AMD, Nvidia, and Apple. As one of TSMC's biggest customers, Apple was not happy following an announcement that TSMC would increase prices in 2023.
AMD CEO plans to negotiate 2nm & 3nm chip supplies with TSMC soon
Something to look forward to: As the new Ryzen 7000 series processors reach store shelves, with RDNA 3 right behind it, AMD has fully adopted 5nm processors for their products. However, the company doesn't plan on staying at 5nm for long. Team Red intends to meet with TSMC to negotiate future 2nm and 3nm chip supplies.
TSMC: Shortage of inexpensive chips, ranging from $0.50 to $10, is bottlenecking the supply chain
Not enough $0.50 chips is impacting entire industries
There is TSMC and there's everybody else, can Samsung or Intel catch up?
The leading edge of semiconductor manufacturing
TSMC chairman says "nobody can control TSMC by force" as tensions between the US and China escalate
"If they need us, it's not a bad thing"
Commerce secretary warns of deep recession if the US loses access to Taiwan-made chips
A potential scenario if China ever invades Taiwan
TSMC increases revenue forecast in sign that demand is better than feared
Some welcome good news from the tech industry
Chip shortage may be coming to an end, TSMC is still king
Slowing demand sees wave of chip order cancellations
Nvidia might want to cut 5nm TSMC orders for RTX 4000 series as demand cools
Apple and AMD are also scaling back wafer orders as economy stutters
TSMC to cease building capacity for nodes older than 28nm
Company says it's time to leave 40nm and 65nm
TSMC announces a handful of 3nm process nodes, N2 coming in 2025
Five N3 nodes in three years
TSMC plays down economic concerns, predicts 30% sales increase this year
"...inflation has no direct impact on the semiconductor industry"
Economist says China must seize TSMC if the US tightens sanctions
Could overreliance on Taiwan's chip industry prove costly?
Intel CEO Pat Gelsinger visited Samsung to discuss potential collaboration
Wide-reaching potential
Apple's upcoming A16 chipset might stick to the 5nm TSMC process node
A new MacBook Air might keep using the current M1 chip, too
TSMC says 2nm chips will enter production in 2025
Meanwhile, 3nm will enter production this year
TSMC says consumer demand for smartphones, PCs and TVs is slowing
Rising production costs could be passed along to consumers
Apple has a game changer in its M1 UltraFusion Chip Interconnect
Apple is setting a new benchmark in chip design
TSMC had a record month in February and is on track for a record year
The world's largest chip foundry is on a roll
Unplanned power outage at Taiwanese plant interrupts semiconductor production across the region
2022 just keeps adding fuel to the fire
Arm, Intel, TSMC, AMD, Google and more industry leaders form the Universal Chiplet Interconnect Express (UCIe) standard
Envisioning a future where you could use components with different designs from various fabs and create an SoC out of it