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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Apple is breaking its M-series pattern by skipping M6 Pro and Max chips entirely, jumping straight to an AI-focused M7 family in 2027. The move accelerates the M7 timeline by up to six months, targeting 240 GB/s memory bandwidth for on-device AI processing. It marks the first time since M1 that a generation won't include higher-end variants, reflecting Apple's urgent response to AI competition.

Technology12 sources

Apple fast-tracks AI-focused M7 chip for 2027, skips high-end M6 Pro and Max variants entirely

Technology12 sources

AI Boom Creates Stark Economic Divide in Taiwan and South Korea's Chip Powerhouses

Taiwan and South Korea are experiencing explosive growth as global AI-driven demand for semiconductors pushes exports to record highs. Yet behind the headline numbers, workers outside the chip sector face stagnant wages, soaring housing costs, and mounting household debt. The AI riches are concentrating wealth in a narrow industry, creating a K-shaped economy where the semiconductor elite thrive while most struggle.

Business2 sources

AI Boom Creates Stark Economic Divide in Taiwan and South Korea's Chip Powerhouses

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

US Commerce Secretary Howard Lutnick told ASML executives he believes one of the Dutch chipmaker's extreme ultraviolet lithography machines may be operating in China, violating export controls from the first Trump administration. ASML, Europe's most valuable company at $700 billion, flatly denies the allegations and insists no EUV machine has ever been shipped to China. The dispute highlights tensions in the AI arms race and sent ASML shares down 2.6% before recovering.

Business2 sources

US claims ASML's EUV lithography machines reached China, company denies export breach

Business2 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Amazon Web Services is in talks to sell its Trainium AI chips to other companies for use in data centers, marking a major shift in strategy. The move could create a $50 billion business that directly competes with Nvidia's AI chip dominance. AWS AI chief Peter DeSantis confirmed early-stage discussions are underway, driven by surging demand that has seen Trainium3 capacity sell out almost instantly.

Technology3 sources

Amazon plans to sell Trainium AI chips directly, mounting a $50 billion challenge to Nvidia

Technology3 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Google is in talks with Samsung Electronics to manufacture a critical component of its tenth-generation Tensor Processing Unit, codenamed Icefish, using advanced 2-nanometer technology. The partnership would split production between TSMC and Samsung, with mass production potentially starting in 2028, marking Google's strategic move to diversify chip manufacturing sources amid surging AI demand.

Technology5 sources

Google and Samsung negotiate AI chip deal as tech giant diversifies manufacturing beyond TSMC

Technology5 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Google has placed a massive order with Intel for more than 3 million Tensor Processing Units to be manufactured in 2028, marking a significant validation of Intel's foundry ambitions. The deal comes as TSMC's advanced packaging lines remain sold out through 2027, forcing major AI players to diversify chip suppliers and consider Intel as a credible TSMC alternative.

Technology7 sources

Google orders over 3 million AI chips from Intel as TSMC capacity crunch forces industry shift

Technology7 sources

TSMC warns chip supply won't meet AI-fueled demand for years despite massive expansion

Taiwan Semiconductor Manufacturing Company's CEO C.C. Wei told shareholders that global chip supply will fall short of AI-fueled demand for years, even as the company expands production with $165 billion in U.S. investments. The chipmaker forecasts over 30% sales growth this year but says production capacity bottlenecks remain a critical constraint in building global AI infrastructure.

Business4 sources

TSMC warns chip supply won't meet AI-fueled demand for years despite massive expansion

Business4 sources

SK Hynix to double wafer capacity by 2030 as AI boom drives HBM demand

SK Hynix announced plans to double its wafer capacity over the next five years, driven by surging demand for high-bandwidth memory chips used in AI systems. Chairman Chey Tae-won warned that memory supply bottlenecks could persist through 2030, while expressing hopes to become a major HBM supplier for Nvidia's upcoming Vera Rubin system.

Business2 sources

SK Hynix to double wafer capacity by 2030 as AI boom drives HBM demand

Business2 sources

NVIDIA and TSMC Deploy AI Across Taiwan's Manufacturing Ecosystem With 500+ Partners

NVIDIA partners with TSMC and over 500 Taiwan-based manufacturers to transform AI infrastructure production. The collaboration integrates accelerated computing, simulation, and physical AI across chipmaking and server assembly operations. Companies like Foxconn report 80% faster root-cause analysis and 15% productivity gains using NVIDIA's AI tools.

Technology2 sources

NVIDIA and TSMC Deploy AI Across Taiwan's Manufacturing Ecosystem With 500+ Partners

Technology2 sources

TSMC targets 30% power savings as AI energy crisis forces chip design rethink

TSMC says surging electricity demands from AI are making energy efficiency the main constraint shaping future chip development. The world's largest contract chipmaker expects to cut power consumption by up to 30% by 2028 while delivering over 20% higher computing performance, as customers from smartphones to AI data centers prioritize performance with lower power usage.

Technology2 sources

TSMC targets 30% power savings as AI energy crisis forces chip design rethink

Technology2 sources

Silicon Motion SM2524XT delivers 14 GB/s speeds to mainstream SSDs with AI optimization

Silicon Motion has introduced the SM2524XT, a PCIe Gen5 DRAMless SSD controller that brings 14 GB/s read speeds to mainstream drives. Built on TSMC's 6nm process, the controller targets AI inference workloads and KV cache operations with 25% better random performance and reduced latency. The chip addresses storage bottlenecks in AI PCs running local large language models.

Technology3 sources

Silicon Motion SM2524XT delivers 14 GB/s speeds to mainstream SSDs with AI optimization

Technology3 sources

Netrasemi completes A2000 chip testing, targets 2027 launch for edge AI and smart cameras

Kerala-based Netrasemi has successfully tested its A2000 AI system-on-chip, marking a milestone for Indian semiconductor design. The chip, fabricated at TSMC's 12nm node, is now production-ready and undergoing early trials with customers in surveillance and automotive sectors. Commercial production is targeted for mid-2027.

Technology3 sources

Netrasemi completes A2000 chip testing, targets 2027 launch for edge AI and smart cameras

Technology3 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

At Computex Taipei 2026, Nvidia CEO Jensen Huang declared Taiwan the epicenter of the AI revolution, revealing the company now spends roughly $150 billion annually on the island. The announcement came alongside the full production launch of the Vera Rubin platform and RTX Spark, Nvidia's first Arm-based Windows PC. Despite ongoing supply constraints, Huang assured investors the company has secured enough capacity to sustain robust growth in both CPUs and GPUs.

Technology15 sources

Nvidia's Jensen Huang calls Taiwan AI epicenter as company commits $150 billion annual spend

Technology15 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

AMD has begun production ramp of its next-generation EPYC processor codenamed Venice on TSMC's 2nm process, making it the first high-performance computing product to reach this milestone. The 256-core EPYC Venice promises a 70% compute performance gain over current EPYC Turin chips and will feature Zen 6 architecture, positioning AMD to extend its 46% server CPU revenue share.

Technology3 sources

AMD EPYC Venice enters production as first 2nm HPC chip with 256 cores and 70% performance leap

Technology3 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

AMD announced a massive investment of over $10 billion across Taiwan's semiconductor sector to expand partnerships and manufacturing capabilities for AI systems. The commitment supports the company's Helios platform, featuring 6th Gen EPYC CPUs and Instinct MI450X GPUs, as AMD positions itself to compete more aggressively with Nvidia in the rapidly growing AI accelerator market.

Technology5 sources

AMD commits over $10 billion to Taiwan AI ecosystem to scale next-generation infrastructure

Technology5 sources

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