Chip stocks posted their best quarter since 2020. What's next for the sector and why the rally may fade
cnbc.com/2023/04/06/chip-stocks-log-best-quarter-in-years-here-what-investors-expect-is-next-.html
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| Last Updated | Apr 06 23 |
| Total Articles | 1 |
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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 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 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 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
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
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
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
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 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 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
AMD Has a New Bull, and Is Coming for Nvidia’s AI Lunch
barrons.com/articles/amd-stock-nvidia-ai-upgrade-5760ee3c
Paid articlePaid 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
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/
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/
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/
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
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
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
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/
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.
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/
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
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
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
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
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
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/
Intel Completes Assembly of World's First High-NA Lithography Machine: The company says it's now calibrating the device so it can begin cranking out wafers,.
extremetech.com/computing/intel-completes-assembly-of-worlds-first-high-na-lithography-machine
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
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/
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
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
Get in now? Why chip stocks like ASML or Infineon could make you a winner right now
boerse-online.de/nachrichten/zertifikate/jetzt-einsteigen-warum-chip-aktien-wie-asml-oder-infineon-sie-gerade-zu-gewinnern-machen-koennen-20356016.html
Intel says Lunar Lake will have 100+ TOPS of AI performance — 45 TOPS from the NPU alone meets requirement for next-gen AI PCs
tomshardware.com/pc-components/cpus/intel-says-lunar-lake-will-have-100-tops-of-ai-performance-45-tops-from-the-npu-alone-meeting-requirement-for-next-gen-ai-pcs
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/
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/
TSMC gets $6.6 billion in cash and $5 billion in loans from CHIPS Act, plans third US fab
tomshardware.com/tech-industry/tsmc-gets-dollar66-billion-in-cash-and-dollar5-billion-in-loans-from-chips-act-plans-third-us-fab
Quick Glance: Billion-Dollar Deal Strengthens US Semiconductor Production and National Security
- The world's largest chipmaker is planning cutting-edge facilities in Arizona with substantial subsidies.
- From 2028, TSMC will produce its most advanced products in Arizona to boost US semiconductor production.
- The $65 billion investment in the US drives 2nm chip production and enhances national security.
- This move supports the goal of relocating 20% of global advanced semiconductor manufacturing onshore by 2030.
Intel, AMD Stocks Are Sliding. China Wants to Cut Their Chips Out of Telecoms Systems.
barrons.com/articles/intel-amd-stock-china-chips-909eaeb1
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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
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/
SoFI Technologies, Microsoft, Amazon, AMD, and Other Tech Stocks in Focus Today: Technology stocks were looking to fight back Thursday but Amazon ...
barrons.com/articles/sofi-technologies-microsoft-amazon-amd-tech-stocks-today-33276207
Paid articlePaid AMD’s MI300X Is a Far Superior Option Than NVIDIA’s H100s, Says AI Startup TensorWave’…
wccftech.com/amds-mi300x-superior-option-than-nvidia-h100-says-ai-startup-tensorwaves-ceo/
China tells telecom carriers to phase out foreign chips in blow to Intel, AMD - WSJ
reuters.com/technology/china-tells-telecom-carriers-phase-out-foreign-chips-blow-intel-amd-wsj-2024-04-12/
Quick Glance: China Directs Telecom Carriers to Remove Foreign Chips Impacting Intel, AMD
- Chinese officials have directed the nation's largest telecom carriers to phase out foreign processors from their networks by 2027, impacting American chip giants Intel and Advanced Micro Devices.
- This move comes as Beijing increases efforts to replace Western-made technology with domestic alternatives amid escalating tensions with the U.S.
- Shares of Intel and AMD were down more than 1% in premarket trading following the news.
- The directive comes as the Biden administration tightens curbs on high-tech exports to China.
SK Hynix partners with TSMC to develop advanced AI chips: SEOUL/TAIPEI -- SK Hynix and Taiwan Semiconductor Manufacturing Co. aim to jointly develop advanced ...
asia.nikkei.com/Business/Technology/SK-Hynix-partners-with-TSMC-to-develop-advanced-AI-chips
Paid articlePaid
TSMC Posts Q1'24 Results: 3nm Revenue Share Drops Steeply, but HPC Share Rises
anandtech.com/show/21359/tsmc-posts-q124-results-3nm-revenue-share-drops-steeply-but-hpc-share-rises
Intel details Gaudi 3 at Vision 2024 — new AI accelerator sampling to partners now, volume production in Q3
tomshardware.com/pc-components/cpus/intel-details-guadi-3-at-vision-2024-new-ai-accelerator-sampling-to-partners-now-volume-production-in-q3
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
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's Q1 revenue rise beats market expectations on AI boom: Taiwan chipmaker TSMC reported a 16.5% rise in first-quarter revenue on Wednesday ...
reuters.com/technology/tsmc-says-q1-revenue-up-165-yy-2024-04-10/
Upcoming Windows 11 'AI Explorer' Feature to be Limited to Arm CPUs: This is really going to piss off AMD and Intel.
extremetech.com/computing/upcoming-windows-11-ai-explorer-feature-to-be-limited-to-arm-cpus
SK Hynix teams with Taiwan Semiconductor Manufacturing Co to make AI chips | Taiwan News | Apr. 20, 2024 14:18
taiwannews.com.tw/en/news/5669772
Gudeng to build factory in Japan: Bringing Taiwan to the World and the World to Taiwan
taipeitimes.com/News/biz/archives/2024/04/12/2003816285
Taiwan's semiconductor industry output forecast to grow over 13% in 2024 - Focus Taiwan
focustaiwan.tw/business/202404170021
AMD quietly confirms worldwide launch for Ryzen 7 8700F, Ryzen 5 8400F — official specs revealed
tomshardware.com/pc-components/cpus/amd-quietly-confirms-worldwide-launch-for-ryzen-7-8700f-ryzen-5-8400f-official-specs-revealed
Samsung boosts Joe Biden’s chipmaking ambitions with major Texas plant upgrade: South Korean group set to outdo rival TSMC with cutting-edge 2nm chip production ...
ft.com/content/4124eb79-ea40-411d-85df-0235774e316b
PlayStation 5 Pro Is Needed for Advancing Visuals, Performance, as There’s No Untapped PS5 Potenti…
wccftech.com/playstation-5-pro-needed-advancing-visuals/
TSMC’s American chipmaking plans grow $25bn more ambitious: They still pale next to its Taiwanese endeavours
economist.com/business/2024/04/11/tsmcs-american-chipmaking-plans-grow-25bn-more-ambitious
AMD Unveils New AI Chips For Business PCs: Advanced Micro Devices introduced a new series of processors for commercial mobile and desktop AI PCs ...
investors.com/news/technology/amd-stock-ai-chips-business-pcs/
Apple iPhones to get 2nm chips before Galaxy phones: In 2022, TSMC announced that its 2nm fabrication process, dubbed N2, will be ready for mass production by ...
sammobile.com/news/apple-iphones-get-2nm-chips-before-galaxy-phones/
Snapdragon X Elite Package Power Can Touch Nearly 100W, Making It More Than Twice The Amount Compared To…
wccftech.com/snapdragon-x-elite-package-power-can-reach-almost-100w/
Chinese chip ban hits tech giants: Intel and AMD shares plummet: China bans US chips from Intel and AMD from 2027, a major blow to the chip giants.
boerse-online.de/nachrichten/geld-und-vorsorge/chinesischer-chip-bann-trifft-tech-riesen-aktien-von-intel-und-amd-auf-talfahrt-20355621.html
Taiwan stock market plunges by record 774 points | Taiwan News | Apr. 19, 2024 17:10
taiwannews.com.tw/en/news/5669314
Raspberry Pi brings GitHub's Octocat to life, with tentacles that wiggle: The Infineon team is using a Raspberry Pi with their latest HAT to make the tentacles ...
tomshardware.com/raspberry-pi/raspberry-pi-brings-githubs-octocat-to-life-with-tentacles-that-wiggle
After earthquake: TSMC helps supply power to Taipei - Golem.de: Several generators are not functioning due to damage caused by the earthquake ...
golem.de/news/nach-erdbeben-tsmc-hilft-bei-stromversorgung-von-taipei-2404-184315.html
AMD next-gen APUs reportedly sacrifice a larger cache for AI chips: According to members of the Anandtech forums, AMD has significantly reduced cache size to ...
techspot.com/news/102578-amd-next-gen-apus-reportedly-sacrificed-cache-ai.html
Quick Glance: OpenAI and Meta Prepare New AI Models Capable of 'Reasoning'
- OpenAI and Meta are on the verge of releasing new artificial intelligence models that are said to be capable of reasoning and planning.
- These upgrades are part of a wave of new large language models being released this year.
- Reasoning and planning are key steps towards achieving 'artificial general intelligence', allowing chatbots and virtual assistants to complete sequences of related tasks.
Chip Stocks Boom As Google And Microsoft’s Big Bets On AI Start Paying Off: Microsoft and Alphabet hailed the emerging technology following strong earnings ...
forbes.com/sites/roberthart/2024/04/26/chip-stocks-boom-as-google-and-microsofts-big-bets-on-ai-start-paying-off/
Quick Glance: UK Watchdog Scrutinizes AI Partnerships Involving Tech Giants
- Britain's competition watchdog is reviewing AI partnerships between Microsoft and Mistral AI, as well as between Amazon and Anthropic.
- Third-party opinions are being sought on Microsoft's hiring of former Inflection AI employees and related arrangements.
- The CMA is already investigating Microsoft's partnership with Open AI and is awaiting requested information from the companies.
- Views are invited until May 9 before formal investigations begin on the partnerships.
Battle for supremacy in East Asia semiconductor manufacturing: From Taiwan to Kumamoto prefecture in Japan, the South Korean city of Pyeongtaek ...
channelnewsasia.com/business/east-asia-semiconductor-chips-manufacturing-dram-taiwan-korea-japan-china-supremacy-battle-4277751
Loongson CPU that performs like 2020 Core i3 makes its way to Chinese mini PCs: Slow but bona fide made in China
theregister.com/2024/04/13/loongson_cpu_mini_pc/
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