At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president, stated that wafer-level packaging technologies like CoWoS currently offer superior interconnection density for the l…
Goldman Sachs raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) by 35% to NT$2,330, citing surging AI chip demand. The bank expects TSMC to achieve 30% revenue growth in 2026 a…
Tensordyne announced Napier, a 3nm AI processor and rack-scale inference platform using logarithmic math to reduce multiplier area and improve inference economics. The company claims its TDN72 rack ca…
Top 10 foundries saw 3.7% QoQ revenue growth in Q1 2026, driven by AI and consumer electronics, according to TrendForce. TSMC's market share grows on advanced AI chips, while SMIC gains from consumer …
Politicians in Korea's southwest region hint that Samsung Electronics and SK hynix may invest in semiconductor packaging there, driven by the AI memory boom, but both companies deny knowledge of such …
Asian tech stocks surged on Monday after the United States and Iran announced a peace agreement, with AI and semiconductor companies posting the largest gains. SoftBank rose 10%, SK Hynix climbed 6.42…
AI chip startup Tensordyne has taped out its data center inference chip, claiming an order-of-magnitude improvement in power efficiency over Nvidia GPUs. The company's 72-chip Napier server, built on …
Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation tensor processing unit, codenamed "Icefish," with TSMC producing the main compute die and Samsung maki…
Jefferies strategist Christopher Wood warned that the AI-driven stock rally faces elevated near-term correction risk from rising bond yields, concentrated investor positioning, and a wave of mega IPOs…
Taiwan Semiconductor Manufacturing Company (TSMC) reported May 2026 revenue of NT$416.98 billion, up 30.1% year-over-year, and first-quarter profit of $18.2 billion, up 58%. CEO C.C. Wei raised the fu…
TSMC reported a 30% revenue surge in May, driven by relentless AI demand, and analysts argue the stock remains undervalued despite the growth.…
US imports of data center equipment surged 109% between 2020 and 2025 to $653.1 billion, driven by AI demand, reshaping global trade and boosting Asian exporters like Taiwan, Mexico, and Vietnam. Taiw…
Google is in advanced talks with Samsung Electronics to manufacture a component of its tenth-generation Tensor Processing Unit, codenamed Icefish, under a split-manufacturing plan that would also invo…
Google is in talks with Samsung Electronics to manufacture a component of its next-generation artificial intelligence processor, codenamed "Icefish," according to a report from The Information. The te…
Alphabet's Google is in talks with Samsung Electronics to manufacture a component of its next-generation AI tensor processing unit, codenamed Icefish, according to a report by The Information cited by…
Elon Musk will deliver a virtual keynote at ASML's Technology Conference on June 12, 2026, to pitch his $55 billion Terafab semiconductor megafactory project. The appearance comes as SpaceX prepares f…
A former Meta engineer has launched a five-part series called "Unpacking AI" to explain artificial intelligence from the ground up, starting with the hardware that powers it. The first installment cov…
Nvidia CEO Jensen Huang announced at Computex 2026 that the company has increased its annual spending in Taiwan from $10-15 billion to $150 billion, reinforcing the island's role as the world's most s…
Taiwan Semiconductor Manufacturing Co. is reinforcing its "silicon shield" strategy with a $250 billion US investment deal set for January 2026, while keeping its most advanced 2nm chip production in …
Qualcomm launched the Snapdragon X2 Elite and X2 Elite Extreme processors for Windows laptops in April 2026, featuring an 18-core CPU on TSMC's 3nm process reaching 5.0 GHz and an 80 TOPS NPU — a 78% …