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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

Top News

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Wall Street's AI anxiety is reshaping global investment flows. While US stocks decline on fears of business disruption from artificial intelligence, Asian markets have surged over 12% in 2026. Investors are pivoting toward Asian chipmakers like TSMC and Samsung, which dominate the AI supply chain as hardware producers with strong pricing power and surging memory chip prices.

Business2 sources

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Business2 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Lenovo reported 18% revenue growth to $22.2 billion in its December quarter, driven by strong AI server demand and consumers rushing to beat memory price hikes. However, the world's largest PC maker warned that rising memory costs and supply constraints will pressure unit sales, even as its AI infrastructure business hit record revenue with 31% growth.

Business5 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Business5 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Taiwan's economy surged 8.6% in 2024, fueled by global demand for artificial intelligence and TSMC's dominance in advanced chips. Exports to the U.S. jumped 78% as Nvidia expands operations on the island. But heavy reliance on the AI supply chain raises concerns about bubble risks similar to the dot-com crash, while geopolitical tensions with China continue to threaten the island's vital role in global semiconductor fabrication.

Business2 sources

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

Business2 sources

Cisco unveils Silicon One G300 chip to challenge Broadcom and Nvidia in AI networking race

Cisco launched its Silicon One G300, a 102.4Tbps switching chip designed to compete with Broadcom and Nvidia in the booming AI infrastructure market. The chip features advanced congestion management and can support deployments of up to 128,000 GPUs using just 750 switches. Cisco claims its implementation achieves 33% better link utilization and can cut training times by up to 28%.

Technology8 sources

Cisco unveils Silicon One G300 chip to challenge Broadcom and Nvidia in AI networking race

Technology8 sources

Vista Equity Partners and Intel lead $350M funding round for AI chip startup SambaNova Systems

Vista Equity Partners is leading a $350 million funding round for AI chip startup SambaNova Systems, marking a rare departure from its exclusive focus on enterprise software. Intel Corp plans to invest up to $150 million in the oversubscribed Series E round as the chipmaker seeks to compete with Nvidia in the growing AI inference market.

Startups4 sources

Vista Equity Partners and Intel lead $350M funding round for AI chip startup SambaNova Systems

Startups4 sources

MediaTek Dimensity 9500s to power OPPO Find X9s and new POCO phone in India

MediaTek announced the Dimensity 9500s and 8500 chipsets at its Tech Day event in Delhi, targeting flagship and premium smartphones with advanced on-device AI processing. OPPO confirmed the Find X9s will feature the 3nm Dimensity 9500s chip, while POCO revealed plans for an X-series device. Both chipsets use an All-Big Core CPU architecture designed for generative AI workloads, gaming performance, and enhanced connectivity.

Technology2 sources

MediaTek Dimensity 9500s to power OPPO Find X9s and new POCO phone in India

Technology2 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Intel and AMD are warning Chinese customers of major server CPU supply constraints, with delivery delays stretching up to six months. The AI infrastructure boom is driving unprecedented demand for traditional computing components, pushing Intel's server chip prices up more than 10% in China. Supply constraints stem from manufacturing challenges and TSMC's prioritization of AI chips.

Business5 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Business5 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Taiwan's TSMC announced plans to manufacture advanced 3-nanometer semiconductors at its second Kumamoto factory in Japan, a significant upgrade from initial plans. The move addresses bottlenecked production capacity driven by surging AI demand from customers like Nvidia, while also reflecting geopolitical considerations as the chipmaker diversifies beyond Taiwan.

Business3 sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Business3 sources

Nvidia confirms N1X and N1 chips for AI PCs, targeting Intel and AMD with RTX 5070 performance

Nvidia CEO Jensen Huang has officially confirmed the company's next-gen N1X and N1 Arm-based processors developed with MediaTek for AI PCs and gaming laptops. The chips promise RTX 5070-level GPU performance with low power consumption, directly challenging Intel Core Ultra and AMD Ryzen AI processors in the AI PC CPU market.

Technology2 sources

Nvidia confirms N1X and N1 chips for AI PCs, targeting Intel and AMD with RTX 5070 performance

Technology2 sources

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

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