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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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Nvidia CEO warns TSMC must double capacity as AI demand threatens to overwhelm chip supply

Nvidia CEO Jensen Huang told reporters that TSMC needs to work very hard to meet soaring AI demand, warning the chipmaker may need to double production capacity over the next decade just to satisfy Nvidia's requirements alone. Speaking after a trillion-dollar dinner with key suppliers in Taiwan, Huang emphasized the unprecedented scale of capacity expansion needed as AI infrastructure buildout accelerates globally.

Business7 sources

Nvidia CEO warns TSMC must double capacity as AI demand threatens to overwhelm chip supply

Business7 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Taiwan's economy expanded 8.6% in 2025, marking its fastest economic growth in 15 years as the global artificial intelligence boom powered record tech exports. The island's Q4 GDP surged 12.68%, far exceeding forecasts, driven by robust global demand for AI chips and semiconductors from companies like Nvidia and Apple.

Business2 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Business2 sources

Nvidia considers Intel Foundry for Feynman AI chips as TSMC capacity constraints bite

Nvidia is reportedly exploring Intel Foundry to manufacture portions of its 2028 Feynman AI chips, using Intel's 18A or 14A process nodes for I/O dies and EMIB packaging technology. The move signals a strategic shift to diversify supply chain beyond TSMC, driven by capacity constraints and political pressure to boost US manufacturing.

Technology3 sources

Nvidia considers Intel Foundry for Feynman AI chips as TSMC capacity constraints bite

Technology3 sources

ASML's $250 Million EUV Machines Drive AI Chip Manufacturing for Nvidia and TSMC

ASML has become Europe's most valuable company through its monopoly on extreme ultraviolet lithography systems that cost $250 million each. These massive machines are essential for manufacturing the most advanced semiconductors powering the AI boom, with TSMC using them to produce chips for Nvidia and other tech giants.

Technology2 sources

ASML's $250 Million EUV Machines Drive AI Chip Manufacturing for Nvidia and TSMC

Technology2 sources

ASML reports record €13.2 billion orders as AI boom fuels unprecedented demand for EUV machines

Dutch semiconductor equipment giant ASML posted record fourth-quarter bookings of €13.2 billion, more than double analyst expectations and previous quarter results. The surge reflects chipmakers' growing confidence in sustained AI-related demand, with customers accelerating capacity plans for advanced logic and memory manufacturing. ASML projects revenue between €34-39 billion for 2026.

Business10 sources

ASML reports record €13.2 billion orders as AI boom fuels unprecedented demand for EUV machines

Business10 sources

US calls Taiwan 'vital partner' after high-level tech and AI talks on semiconductors and drones

Senior US and Taiwanese officials held their sixth round of high-level tech and AI talks, signing agreements on AI and semiconductor supply chain security. The US State Department praised Taiwan as a vital partner whose advanced manufacturing sector fuels the AI revolution, while discussions covered drones, critical minerals, and economic security cooperation amid growing geopolitical tensions.

Policy3 sources

US calls Taiwan 'vital partner' after high-level tech and AI talks on semiconductors and drones

Policy3 sources

Microsoft deploys Maia 200 AI chip but won't stop buying from Nvidia, Nadella confirms

Microsoft has begun deploying its second-generation Maia 200 AI chip in Azure data centers, claiming 30% better performance per dollar and superior specs compared to Amazon and Google's custom silicon. Despite this milestone, CEO Satya Nadella confirmed the company will continue purchasing AI hardware from Nvidia and AMD, emphasizing the value of multi-vendor partnerships in the rapidly evolving AI infrastructure landscape.

Technology27 sources

Microsoft deploys Maia 200 AI chip but won't stop buying from Nvidia, Nadella confirms

Technology27 sources

FuriosaAI targets $500M funding round as RNGD chip production begins, eyes 2027 IPO

Seoul-based AI chip developer FuriosaAI is raising $300 million to $500 million in a Series D funding round to challenge Nvidia. The startup, valued at $735 million in July, will receive its first mass-produced RNGD chips from TSMC this month. The company plans an initial public offering as early as 2027 while scaling production of its tensor contraction-based processors.

Startups2 sources

FuriosaAI targets $500M funding round as RNGD chip production begins, eyes 2027 IPO

Startups2 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Tesla is reviving its abandoned Dojo3 AI chip project just five months after shutting it down. CEO Elon Musk says the restarted effort will focus on space-based AI compute rather than training self-driving models. The move comes as Tesla's AI5 chip design reaches completion and the company rebuilds its disbanded hardware team.

Technology11 sources

Tesla restarts Dojo3 supercomputer project, pivots to space-based AI compute infrastructure

Technology11 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Jensen Huang confirmed that Nvidia has dethroned Apple as TSMC's largest customer, marking a significant shift in the semiconductor industry. The change reflects explosive AI demand, with enterprise customers pouring billions into AI GPUs while Apple faces unprecedented competition for advanced chip supply and potentially higher silicon costs.

Business7 sources

Nvidia overtakes Apple as TSMC's largest customer as AI demand reshapes chip industry

Business7 sources

Taiwan and U.S. strike $500 billion trade deal to build strategic AI partnership and chip dominance

Taiwan and the United States have finalized a trade agreement that slashes tariffs from 20% to 15% in exchange for $250 billion in Taiwanese investment in semiconductors, energy, and AI operations. The deal includes another $250 billion in credit guarantees and offers zero tariffs within manufacturing quotas, aiming to reshape America's semiconductor sector while preserving Taiwan's vital chip industry.

Policy4 sources

Taiwan and U.S. strike $500 billion trade deal to build strategic AI partnership and chip dominance

Policy4 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

OpenAI is developing AI-powered earbuds codenamed Sweetpea that will feature Samsung's 2nm Exynos application processor for on-device processing. The partnership marks OpenAI's push into consumer hardware, with projected first-year shipments of 40-50 million units. Meanwhile, OpenAI continues work on its Titan AI ASIC with Broadcom to reduce dependence on NVIDIA GPUs.

Technology2 sources

OpenAI taps Samsung Exynos for Sweetpea earbuds as it builds AI hardware ecosystem

Technology2 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

The Trump administration has formalized a 25% tariff on advanced AI semiconductors from Nvidia and AMD shipped to China. The move converts previous export restrictions into a government revenue stream while allowing chip sales to resume. Nvidia's H200 and AMD's MI325X processors face the levy when imported to the US before reexport, though domestic AI infrastructure remains exempt.

Policy11 sources

US imposes 25% tariff on Nvidia and AMD AI chips bound for China, turning restrictions into revenue

Policy11 sources

Nothing CEO Carl Pei confirms smartphone prices will rise as AI drives memory costs up 3x

Nothing CEO Carl Pei announced inevitable smartphone price increases in 2026 as AI data centers compete for the same memory chips used in phones. Memory modules that cost under $20 a year ago could exceed $100 by year-end for top-tier models. The shift marks the end of 15 years of declining component costs and signals an existential crisis for budget phones.

Business3 sources

Nothing CEO Carl Pei confirms smartphone prices will rise as AI drives memory costs up 3x

Business3 sources

TSMC calls AI demand 'endless' as chipmaker commits $56 billion to fuel sustained AI boom

Taiwan's TSMC reported record Q4 earnings of $16 billion and announced capital expenditure of up to $56 billion for 2026, signaling confidence in years of continued AI chip demand. CEO C.C. Wei personally verified demand with cloud service providers before committing to the massive spending increase, despite industry-wide AI bubble concerns.

Business35 sources

TSMC calls AI demand 'endless' as chipmaker commits $56 billion to fuel sustained AI boom

Business35 sources

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