Tag
tsmc
13 articles
Intel's 220% Rally Hits Valuation Wall at $150 Target
Data center strength and the Apple foundry deal mask an 81x forward multiple that makes a year-end $150 price target a long shot.
TSMC's Glass Interposer Play Shortens Path to Cheaper AI Packaging
Advanced Packaging Fab 7 begins production of CoPoS technology, potentially undercutting rivals and easing AI chip cost pressures by 2028
Arm's N4 Neoverse Pushes 128-Core Density: What This Means for Cloud CPU Economics
New semi-custom platform on TSMC N3P doubles socket performance versus N3, reshaping the CPU economics for hyperscalers building custom silicon
OpenAI's Jalapeño Chip Cuts Inference Costs 50%—If It Ships on Time
Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.
OpenAI's Custom Chip Cuts Inference Costs 50 Percent on First Try
Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale
TSMC's $265B Arizona Bet: AI Upside Outweighs Margin Pressure
TSMC's $100 billion Arizona expansion signals sustained AI chip demand through 2030, but near-term margin compression and capital intensity are pricing in too much risk.
Arm's $2B AI Chip Bet Hits a Hard Constraint: It Can't Make Them Yet
CFO Jason Child says demand for Arm's new data center chips could exceed $2 billion in fiscal 2027-2028, but TSMC capacity and memory availability are the real bottleneck
Samsung Raises Foundry Prices 15% as TSMC Capacity Squeeze Shifts Economics
Samsung's 4nm and 5nm wafer prices jumped 10-15% in July, marking the first time the loss-making foundry division could raise prices instead of compete on cost
Arm's Pivot From Licensing to Chips: The Numbers Behind a $300B Bet
CFO Jason Child says Arm expects more than $2 billion in customer demand for its AI chips across fiscal 2027 and 2028, as the company races to secure fabrication capacity.
SMIC Raises Chip Prices as AI Demand Strains Mature-Node Foundry Capacity
Taiwan industry reports peg this year's foundry price increases at 15-20 percent, with further hikes expected in 2027 as AI-driven wafer demand keeps utilization rates elevated.
Alchip July Revenue Doubles on Amazon Trainium3 ASIC Shipments
Taiwanese chip designer Alchip Technologies posted record NT$7.43 billion in July revenue, driven by mass production of custom AI chips built on TSMC's N3P process.
Micron, TSMC Options Show Aggressive AI Chip Demand
Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand
TSMC's 58 Percent Profit Surge Reinforces AI Chip Dominance, Fuels U.S. Tech Giants
Taiwan Semiconductor Manufacturing Co. delivered a robust first-quarter earnings beat, driven by insatiable demand for artificial intelligence hardware, signaling powerful tailwinds for key U.S. technology giants.