TSMC's 3nm Business to Surge in 2024 Thanks to Apple, AMD, and Intel:
extremetech.com/computing/tsmcs-3nm-business-to-surge-in-2024-thanks-to-apple-amd-and-intel
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| Last Updated | Apr 06 |
| Total Articles | 9 |
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TSMC sees strong demand for 3nm chips with orders from Apple, Intel, and AMD: report
technode.com/2024/03/27/tsmc-sees-strong-demand-for-3nm-chips-with-orders-from-apple-intel-and-amd-report/
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips: AMD, Apple, Intel throw weight – and cash – behind process technology
theregister.com/2024/03/27/tsmc_3nm_revenue_growth/
TSMC 3nm To Dominate Apple, Intel & AMD Products, Leading To Significant Revenue Increase
wccftech.com/tsmc-3nm-to-dominate-apple-intel-amd-products-leading-to-significant-revenue-increase/
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TSMC sees strong demand for 3nm chips with orders from Apple, Intel, and AMD: report
technode.com/2024/03/27/tsmc-sees-strong-demand-for-3nm-chips-with-orders-from-apple-intel-and-amd-report/
TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips: AMD, Apple, Intel throw weight – and cash – behind process technology
theregister.com/2024/03/27/tsmc_3nm_revenue_growth/
TSMC 3nm To Dominate Apple, Intel & AMD Products, Leading To Significant Revenue Increase
wccftech.com/tsmc-3nm-to-dominate-apple-intel-amd-products-leading-to-significant-revenue-increase/
TSMC's 3nm node will reportedly account for over 20% of its revenue in 2024, as Apple, AMD, and Intel adopt the technology
tomshardware.com/tech-industry/tsmcs-3nm-node-will-reportedly-account-for-over-20-of-its-revenue-in-2024-as-apple-amd-and-intel-adopt-the-technology
CPU prices could rise as Apple takes 50% of next gen manufacturing: With TSMC's 3nm process set to be the preferred choice for future GPUs and processors, Nvidia ...
pcgamesn.com/gpu-price-rise-apple-tsmc-3nm
TSMC unveils 1.6nm process technology with backside power delivery, rivals Intel's competing design
tomshardware.com/tech-industry/tsmc-unveils-16nm-process-technology-with-backside-power-delivery-rivals-intels-competing-design
TSMC to go 3D with wafer-sized processors — CoW-SoW technology allows 3D stacking for the world's largest chips
tomshardware.com/tech-industry/tsmc-to-go-3d-with-wafer-sized-processors-cow-sow-system-on-wafer-technology-allows-3d-stacking-for-the-worlds-largest-chips
TSMC aims to produce ultra-advanced 1.6-nm chips by 2026 : TAIPEI -- Taiwan Semiconductor Manufacturing Co. says it will start production of ultra-advanced ...
asia.nikkei.com/Business/Tech/Semiconductors/TSMC-aims-to-produce-ultra-advanced-1.6-nm-chips-by-2026
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Quick Glance: TSMC to Produce Ultra-Advanced 1.6-nm Chips by 2026
- Taiwan Semiconductor Manufacturing Co. announced at the North America Technology Symposium in California that it will start production of ultra-advanced 1.6-nanometer chips by 2026 to secure its leadership over the next decade.
- TSMC unveiled its A16 technology at the symposium, emphasizing that the introduction of 1.6-nm chipmaking technology can greatly improve logic chip density and performance.
TSMC readies lower-cost 4nm manufacturing tech: Up to 8.5% cheaper: TSMC rearchitects N4P process technology to make it cheaper.
tomshardware.com/tech-industry/tsmc-readies-lower-cost-4nm-manufacturing-tech-up-to-85-cheaper
Advanced Micro Devices: Expectations Running Hot Ahead Of Q1: At the current price, Advanced Micro Devices’ expectations are far higher than what it can ...
seekingalpha.com/article/4686602-advanced-micro-devices-stock-expectations-running-hot-ahead-of-q1
Paid articlePaid AMD rumored to use 'slow' 18Gbps GDDR6 in RDNA 4 — leaker says Team Red's next generation GPUs won't use GDDR7
tomshardware.com/pc-components/gpus/amd-rumored-to-use-slow-18gbps-gddr6-in-rdna-4-leaker-says-team-reds-next-generation-gpus-wont-use-gddr7
The Chips Act has been surprisingly successful so far: More than halfway through its incentives spending, the US will have far greater scope to manage shocks
ft.com/content/26756186-99e5-448f-a451-f5e307b13723
Taiwan rattled by dozens of quakes, but no major damage: Taiwan's quake-hit eastern county of Hualien was rattled by more than 200 aftershocks late on Monday and ...
reuters.com/world/asia-pacific/taiwan-rattled-by-dozens-quakes-no-major-damage-2024-04-23/
AMD Strix Point engineering sample underwhelms in early Geekbench 6 results: A new AMD Zen-5 mobile Strix Point engineering sample has been listed on the ...
tomshardware.com/pc-components/cpus/amd-strix-point-engineering-sample-underwhelms-in-early-geekbench-6-results
TSMC evacuated cleanroom staff during earthquake aftershocks up to magnitude 6.3 on Tuesday
tomshardware.com/tech-industry/tsmc-evacuated-cleanroom-staff-during-earthquake-aftershocks-up-to-magnitude-63-on-tuesday
Intel and ExxonMobil working on advanced liquid cooling — laying groundwork for 2000W TDP Xeon chips
tomshardware.com/pc-components/liquid-cooling/intel-and-exxonmobil-working-on-advanced-liquid-cooling-laying-groundwork-for-2000w-tdp-xeon-chips
TSMC to charge premium for making chips outside of Taiwan, including its new US fabs, CEO says
tomshardware.com/tech-industry/tsmc-to-charge-premium-for-making-chips-outside-of-taiwan-including-its-new-us-fabs-ceo-says
Quick Glance: TSMC Forecasts Q2 Growth Due to 'Insatiable' AI Demand
- TSMC, the world's largest chipmaker, forecasts a potential up to 30% increase in sales in the second quarter, driven by strong demand for semiconductors used in artificial intelligence (AI).
- The CEO of TSMC emphasized the insatiable demand for energy-efficient computing power for AI applications, stating that almost all AI innovators are collaborating with the company.
- Benefiting from the AI wave, TSMC expects revenue from AI servers to surpass 20% by 2028. The company anticipates that strong demand for its 3nm and 5nm technologies will support business in the second quarter of 2024.
- Forecasts for 2024 indicate TSMC's positive outlook, with expectations of revenue rising in the low- to mid-20% range. Despite sluggish smartphone demand, the company remains optimistic about the future due to the ongoing demand for advanced chip technologies.
Sapphire launches budget Mini ITX AM5 motherboard in China — PCIe Gen 4 lowers costs
tomshardware.com/pc-components/motherboards/sapphire-launches-budget-mini-itx-am5-motherboard-in-china-pcie-gen-4-lowers-costs
Intel completes assembly of first commercial High-NA EUV chipmaking tool — addresses cost concerns, preps for 1.4nm process development in 2025
tomshardware.com/pc-components/cpus/intel-completes-assembly-of-first-commercial-high-na-euv-chipmaking-tool-as-it-preps-for-14a-process
Gigabyte confirms Ryzen 9000 branding for Zen 5 processors, preps beta BIOS updates for 500-series motherboards
tomshardware.com/pc-components/motherboards/gigabyte-confirms-ryzen-9000-branding-for-zen-5-processors-preps-beta-bios-updates-for-500-series-motherboards
Apollo, KKR and Stonepeak may fund Intel's Ireland facility, Bloomberg reports: Apollo Global Management , KKR & Co and Stonepeak may invest billions of dollars ...
reuters.com/technology/apollo-kkr-stonepeak-invest-jv-fund-intels-ireland-facility-bloomberg-reports-2024-04-26/
Alphabet, Microsoft, Intel, Snap, Meta, Exxon, Chevron, and More Stock Market Movers
on.barrons.com/4bcBkfH
TSMC Will Charge Its Customers More for US-Made Chips: US-made chips will be more expensive than those made in Taiwan, and customers will have to pay extra for ...
extremetech.com/computing/tsmc-will-charge-its-customers-more-for-us-made-chips
Leak reveals 500W fire-breathing 128-core Granite Rapids Xeon 6 CPU: A leak has revealed that Intel is planning two new Xeon 6 CPUs boasting a whopping 500W TDP ...
tomshardware.com/pc-components/cpus/leak-reveals-500w-fire-breathing-128-core-granite-rapids-xeon-6-cpu
Intel Battlemage “Xe2” GPUs Might Be Limited To DisplayPort 2.0 UHBR13.5 Support: Intel added several new patches for its next-gen Battlemage Xe2 GPUs which ...
wccftech.com/intel-battlemage-xe2-gpus-might-be-limited-to-displayport-2-0-uhbr13-5-support/
Intel's revenues are up year-over-year, but foundry unit loses $2.5 billion: Almost all of Intel's business units were profitable in Q1, except manufacturing ...
tomshardware.com/pc-components/cpus/intels-revenues-are-up-year-over-year-but-foundry-unit-loses-dollar25-billion
Gigabyte, MSI are tackling Core i9 crashing issues with BIOS updates and user guides
tomshardware.com/pc-components/cpus/gigabyte-msi-are-tackling-core-i9-crashing-issues-with-bios-updates-and-user-guides
U.S. chip bans not meant to hobble China's growth, Blinken says: U.S. export controls on sending advanced computing chips to China are not meant to hold back ...
reuters.com/technology/us-chip-bans-not-meant-hobble-chinas-growth-blinken-says-2024-04-26/
SMH: More AI-Related Catalysts Ahead, Buy The Dip: VanEck Semiconductor ETF is a risky but potentially lucrative investment in semiconductor companies essential ...
seekingalpha.com/article/4686613-smh-more-ai-related-catalysts-ahead-buy-the-dip
Paid articlePaid Intel forecasts second-quarter revenue below estimates: Intel forecast second-quarter revenue below market estimates on Thursday, as it faces weak demand for its ...
reuters.com/technology/intel-forecasts-second-quarter-revenue-below-estimates-2024-04-25/
TSMC's labor practices draw serious concern in Arizona — the company's new chip plant allegedly plagued by worker abuses
tomshardware.com/tech-industry/tsmcs-labor-practices-draw-serious-concern-in-arizona-the-companys-new-chip-plant-allegedly-struck-by-worker-abuses
Chip stocks face correction as TSMC cuts industry outlook: TOKYO -- Semiconductor stocks worldwide are retreating from their recent surge as investors ...
asia.nikkei.com/Business/Tech/Semiconductors/Chip-stocks-face-correction-as-TSMC-cuts-industry-outlook
Paid articlePaid MSI RX 7000-series graphics cards mysteriously disappear — AMD commitment questioned as supply dissolves worldwide
tomshardware.com/pc-components/gpus/msi-rx-7000-series-graphics-cards-mysteriously-disappear-amd-commitment-questioned-as-supply-dissolves-worldwide
Intel Gives Weak Forecast in Sign That Turnaround Is Slow Going: Intel Corp., the biggest maker of personal computer processors, tumbled in late trading after ...
bloomberg.com/news/articles/2024-04-25/intel-gives-weak-forecast-in-sign-that-turnaround-is-slow-going
TSMC Jumps Into Silicon Photonics, Lays Out Roadmap For 12.8 Tbps COUPE On-Package Interconnect
anandtech.com/show/21373/tsmc-adds-silicon-photonics-coupe-roadmap-128tbps-on-package
Biden is giving $6 billion to Micron for a semiconductor project in upstate New York
npr.org/2024/04/25/1246888804/biden-chips-syracuse-micron
Intel & The Pentagon Deepen Ties To Develop World’s Most Advanced Chips : Intel and the Pentagon have deepened their partnership to develop the latest chips in ...
wccftech.com/intel-the-pentagon-deepen-ties-to-develop-worlds-most-advanced-chips/
AMD Strix Point Halo “55W” Ryzen APU Spotted, Strix Point “28W” Benchmark Leaks …
wccftech.com/amd-strix-point-halo-55w-ryzen-apu-spotted-strix-point-28w-benchmark-leaks-out/
Orsted says Taiwan wind project to power TSMC on track for 2025 finish: Denmark's Orsted , the world's biggest offshore wind farm developer, said on Wednesday a ...
reuters.com/business/energy/orsted-says-taiwan-wind-project-power-tsmc-track-2025-finish-2024-04-24/
News from Computex 2024: Nvidia as a spoilsport for AMD: AMD is actually opening Computex this year, but Nvidia is now pushing ahead with a parallel event ...
pcgameshardware.de/Computex-Event-63360/News/Computex-2024-Nvidia-Keynote-Spielverderber-AMD-1446143/
Nvidia Blackwell and GeForce RTX 50-Series GPUs: Rumors, specifications, release dates, pricing, and everything we know
tomshardware.com/pc-components/gpus/nvidia-blackwell-rtx-50-series-gpus-everything-we-know
AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch
barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c
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Is the Arm version of Windows ready for its close-up?: Checking back in with Windows 11 on Arm on the eve of the Snapdragon X Elite.
arstechnica.com/gadgets/2024/04/is-the-arm-version-of-windows-ready-for-its-close-up/
ASML sets density record with latest chipmaking tools — High-NA EUV equipment prints first patterns
tomshardware.com/tech-industry/asml-sets-density-record-with-latest-chipmaking-tools-high-na-euv-equipment-prints-first-patterns
45 Drives adds Linux-powered mini PCs, workstations to growing compute lineup: Plus the system builder says an Arm-based system is already in the works
theregister.com/2024/04/26/45_drives_pcs/
TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel
reuters.com/technology/tsmc-says-a16-chipmaking-technology-will-start-production-late-2026-2024-04-24/
Alleged Zen 5 'Strix Halo' Mobile APU has more GPU cores than RX 7600 XT or PS5 — features monster RDNA 3.5 GPU with 40 compute units
tomshardware.com/pc-components/cpus/alleged-zen-5-strix-halo-mobile-apu-has-more-gpu-cores-than-rx-7600-xt-or-ps5-features-monster-rdna-35-gpu-with-40-compute-units
AMD, Micron, Cisco, Arm, and Other Tech Stocks in Focus Today: TSMC's earnings put chip stocks in focus, with Micron, AMD, and Arm stocks all moving higher early ...
on.barrons.com/3U67Edr
Intel's neuromorphic 'owl brain' swoops into Sandia labs: Hala Point system crams more than a thousand neurochips into a 6U chassis to tackle real-time AI
theregister.com/2024/04/17/intel_hala_point_neuromorphic_owl/
Micron set to get over $6 bn in chips' grants in announcement next week: After the preliminary agreement is announced, Micron would enter months of due diligence ...
business-standard.com/world-news/micron-set-to-get-over-6-bn-in-chips-grants-in-announcement-next-week-124041800068_1.html
Samsung Imposes 6-Day Workweeks for Execs to Combat 'Crisis': Samsung is reportedly requiring its executives to work six days a week 'to inject a sense of ...
pcmag.com/news/samsung-imposes-6-day-workweeks-for-execs-to-combat-crisis
Quick Glance: Samsung Executives: New Work Schedule and Economic Challenges
- Samsung Group is introducing a six-day workweek for executives in response to economic challenges and disappointing results in 2023.
- The sudden change aims to create a sense of urgency and promote efforts to overcome the situation. The new work schedule takes effect immediately in most of Samsung's technology divisions.
- The work culture in South Korea is renowned for its intensity. In 2022, the average worker spent 1,901 hours at work.
- Recent data shows that Samsung has regained the top position in global smartphone shipments. First-quarter 2024 results are expected on April 30.
Intel’s Embrace of High-NA EUV Lithography and TSMC’s Reluctance Threatens to Flip the Prevailing Indust…
wccftech.com/intel-embrace-of-high-na-euv-lithography-and-tsmc-reluctance-threatens-to-flip-the-prevailing-paradigm/
High-EUV system set up in 5 months - Intel dispels cost concerns: High-NA-EUVL lithography systems are expected to give Intel a decisive advantage in the ...
elektronikpraxis.de/intel-hat-die-neue-anlage-in-5-monaten-aufgebaut-und-zerstreut-kostenbedenken-von-high-na-euvl-a-f34c04ae3bfe46ff17aa5d9b8779b126/
TSMC's shares slide nearly 7% in Taipei on global chip outlook concerns: TSMC's Taipei-listed shares tumbled 6.7% on Friday following the company's first-quarter ...
reuters.com/technology/tsmcs-taipei-listed-shares-drop-4-after-q1-results-2024-04-19/
Nvidia blames Intel for GPU VRAM errors, tells GeForce gamers experiencing 13th or 14th Gen CPU instability to contact Intel support
tomshardware.com/pc-components/cpus/nvidia-blames-intel-for-gpu-vram-errors-tells-geforce-gamers-experiencing-13th-or-14th-gen-cpu-instability-to-contact-intel-support
Top AI expert sees double-digit price opportunity: That's why joining Nvidia is still worth it
boerse-online.de/nachrichten/aktien/top-ki-experte-sieht-zweistellige-kurschance-darum-lohnt-sich-der-einstieg-bei-nvidia-noch-immer-20355771.html
Biden Is Giving Samsung $6.4 Billion to Build US Chip Factories: After awarding billions to Intel and TSMC, the White House is also subsidizing Samsung's Texas ...
uk.pcmag.com/processors/151857/biden-is-giving-samsung-64-billion-to-build-us-chip-factories
TSMC powers parts of Taipei with backup generators — Taiwan requests help as blackouts begin
tomshardware.com/tech-industry/tsmc-powers-parts-of-taipei-with-backup-generators-taiwan-requests-help-as-blackouts-begin
Unstable core CPUs: Intel's factory settings reduce performance by up to 11 percent [Report]
pcgameshardware.de/CPU-CPU-154106/News/Instabile-Core-CPUs-mit-Werkseinstellungen-1445913/
ASUS ROG Ally Gets AMD Fluid Motion Frames Technology For Faster Handheld Gaming FPS
wccftech.com/asus-rog-ally-amd-fluid-motion-frames-technology-faster-handheld-gaming-fps/
Microsoft 365 Insider: OneNote gets AI handwriting straightening tool: For all Microsoft 365 insiders, the company has a new AI feature ready for use within ...
stadt-bremerhaven.de/microsoft-365-insider-onenote-erhaelt-ki-begradigungstool-fuer-handgeschriebenes/
Intel's effort to build a foundry biz is costing far more – and taking longer – than expected
theregister.com/2024/04/16/intel_foundry_vision/
TSMC Shares Fall After Downgrading 2024 Global Chip Outlook: Shares of Taiwan Semiconductor Manufacturing fell sharply as investors’ worries about the chip ...
wsj.com/tech/tsmc-shares-fall-after-downgrading-2024-global-chip-outlook-f98a3577
Report: AMD Is Developing AM5-Based Epyc Server CPUs: The chips might include 3D V-Cache versions as well.
extremetech.com/computing/report-amd-is-developing-am5-based-epyc-server-cpus
Vendor readies AMD motherboards for Zen 5 CPUs — FireRangePi 1.1.7.0 AGESA for AM5 makes way for Ryzen 9000
tomshardware.com/pc-components/cpus/vendor-readies-amd-motherboards-for-zen-5-cpus
10 stocks to buy to profit off human-like robots: The US is home to the most suppliers that manufacture service robots.
businessinsider.com/10-stocks-to-profit-off-demand-for-human-like-robots-2024-4
AMD claims it's helping save the Earth by ditching monolithic datacenter chips: Smaller dies, less wafer loss equals lower emissions, exec claims
theregister.com/2024/04/23/amd_chiplets_ghg/
Hottest April Temperatures on Record Scorch Southern Taiwan: Temperatures soared to record highs in parts of southern Taiwan over the weekend ...
bloomberg.com/news/articles/2024-04-22/hottest-april-temperatures-on-record-scorch-southern-taiwan
Nasdaq and the S&P had their best weeks since November as Google joins the $2 trillion club
qz.com/dow-jones-nasdaq-alphabet-google-stock-market-cap-ai-1851439404
Sellers Lurk In Amazon Stock, Super Micro Computer Ahead Of Earnings: It's been a tame pullback so far for Amazon stock ahead of earnings, but the same can't be ...
investors.com/research/earnings-preview/amazon-amzn-stock-super-micro-smci-earnings/
Republican China hawks criticize Intel chip in new Huawei laptop: Republican China hardliners Marco Rubio and Elise Stefanik are calling on the Biden ...
reuters.com/world/us/republican-senator-rubio-calls-blocking-all-us-sales-huawei-2024-04-25/
TSMC says global tech recovery 'not fast enough' despite AI boom: TAIPEI -- Taiwan Semiconductor Manufacturing Co. on Thursday said the recovery in the ...
asia.nikkei.com/Business/Tech/Semiconductors/TSMC-says-global-tech-recovery-not-fast-enough-despite-AI-boom
Paid articlePaid Morning Bid: Tech becalmed, April PMIs start rolling in: A look at the day ahead in Asian markets.
reuters.com/markets/asia/global-markets-view-asia-graphic-pix-2024-04-22/
Nvidia Stock Rises. Intel Is Challenging the AI Chip Maker in China.: Nvidia stock was gaining early Wednesday. Intel will soon challenge its ...
barrons.com/articles/nvidia-stock-price-buy-sell-7583ad5a
Paid articlePaid AMD's Ryzen 8000 Pro Chips Bring AI to Business Laptops, Desktops: AMD says its new business-class chips promise to beat rival processors from Intel ...
uk.pcmag.com/processors/151875/amds-ryzen-8000-pro-chips-bring-ai-to-business-laptops-desktops
TSMC first-quarter profit expected to rise 5% on strong AI chip demand: Taiwan Semiconductor Manufacturing Co , , the dominant producer of advanced chips used in ...
reuters.com/technology/tsmc-first-quarter-profit-expected-rise-5-strong-ai-chip-demand-2024-04-16/
AMD Strix Halo: Mega APU with Zen 5 and RDNA 3+ is “official”: Due to the unauthorized publication of a suspected document from AMD, the previously speculated ...
pcgameshardware.de/CPU-CPU-154106/News/AMD-Strix-Halo-Mega-APU-1446204/
TSMC stock drop: Options traders bet on more losses amid 13% sell-off: The world's biggest chipmaker, which is a bellwether for the global semi producers ...
markets.businessinsider.com/news/stocks/tsmc-stock-price-share-selloff-put-options-tech-outlook-chipmaker-2024-4
Taiwan headline news - Focus Taiwan: The lead stories in major Taiwan dailies on Friday are as follows:
focustaiwan.tw/society/202404050002
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