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Founded1987

Key PeopleC.C. Wei

HeadquartersHsinchu, Taiwan

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Rapidus unveils glass interposer tech to challenge TSMC's dominance in AI chips production

Japan's state-backed chipmaker Rapidus has developed a prototype glass interposer that could cut AI chip production costs significantly. The company plans mass production by 2028, using 600mm glass substrates that yield 10 times more interposers than traditional silicon wafers. This breakthrough positions Rapidus to compete directly with TSMC as Japan invests heavily to rebuild its semiconductor industry.

Technology3 sources

Rapidus unveils glass interposer tech to challenge TSMC's dominance in AI chips production

Technology3 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Taiwan President Lai Ching-te inaugurated a new cloud computing center in Tainan equipped with the Nano 4 supercomputer, powered by 1,760 Nvidia H200 chips and 144 Blackwell chips. The 15-megawatt facility marks Taiwan's shift from hardware manufacturing to becoming an AI island, advancing its sovereign AI ambitions. Analysts forecast rising investor confidence in Taiwan's entrenched position within AI supply chains.

Technology2 sources

Taiwan opens Nvidia-powered cloud center to advance sovereign AI and cement role in global tech race

Technology2 sources

US Launches Review of Nvidia H200 Chip Sales to China as Demand Surges and Production Ramps Up

The Trump administration has initiated an inter-agency review that could authorize the first shipments of Nvidia's H200 AI chips to China, with a 25% fee attached. The move comes as Chinese companies rush to place orders, prompting Nvidia to consider ramping up production capacity for the powerful processors.

Policy17 sources

US Launches Review of Nvidia H200 Chip Sales to China as Demand Surges and Production Ramps Up

Policy17 sources

Intel Emerges as Alternative to TSMC's Strained CoWoS Packaging as AI Demand Surges

Intel's EMIB and Foveros packaging technologies are gaining traction as alternatives to TSMC's capacity-constrained CoWoS packaging, with major tech companies exploring Intel's solutions amid surging AI chip demand.

Business3 sources

Intel Emerges as Alternative to TSMC's Strained CoWoS Packaging as AI Demand Surges

Business3 sources

Elon Musk Announces Ambitious Plan to Outproduce All AI Chip Makers Combined with Tesla's Custom Silicon

Tesla CEO Elon Musk claims the company will manufacture AI chips at higher volumes than all other chipmakers combined, with AI5 chips ready for production and AI6 in development. The ambitious plan includes building a 'TeraFab' facility and annual chip iterations to support Tesla's autonomous driving and robotics initiatives.

Technology2 sources

Elon Musk Announces Ambitious Plan to Outproduce All AI Chip Makers Combined with Tesla's Custom Silicon

Technology2 sources

AI Bubble Fears Trigger Global Semiconductor Selloff as SoftBank Plunges 40%

Growing investor concerns about an AI investment bubble have sparked a major selloff in global semiconductor stocks, with SoftBank losing $50 billion in market cap amid questions about AI valuations and spending sustainability.

Business3 sources

AI Bubble Fears Trigger Global Semiconductor Selloff as SoftBank Plunges 40%

Business3 sources

Google Opens Largest AI Hardware Engineering Hub Outside US in Taiwan

Google has established its biggest AI infrastructure hardware engineering center outside the United States in Taipei, Taiwan. The multidisciplinary hub will house hundreds of employees and aims to accelerate AI innovation while strengthening Taiwan's position as a global technology partner.

Technology3 sources

Google Opens Largest AI Hardware Engineering Hub Outside US in Taiwan

Technology3 sources

Tesla's Ambitious AI Chip Vision: Musk Targets 200 Billion Units Annually as Company Advances In-House Silicon Development

Elon Musk reveals Tesla's massive AI chip ambitions, seeking 100-200 billion chips annually while advancing its in-house AI5 and AI6 processors. The company may build its own fabs due to foundry timeline constraints.

Technology9 sources

Tesla's Ambitious AI Chip Vision: Musk Targets 200 Billion Units Annually as Company Advances In-House Silicon Development

Technology9 sources

AMD Unveils Zen 6 and Zen 7 CPU Roadmap: 2nm Process Technology and Enhanced AI Capabilities Coming in 2026-2027

AMD confirms its next-generation CPU architectures with Zen 6 launching in 2026 on TSMC's 2nm process and Zen 7 featuring advanced AI engines. The roadmap includes significant performance improvements and new AI capabilities for both desktop and server processors.

Technology5 sources

AMD Unveils Zen 6 and Zen 7 CPU Roadmap: 2nm Process Technology and Enhanced AI Capabilities Coming in 2026-2027

Technology5 sources

NVIDIA's Next-Generation Rubin AI GPUs Enter Production with HBM4 Memory Samples

NVIDIA's next-generation Rubin AI GPUs have entered production ahead of schedule, with the company securing HBM4 memory samples from all major DRAM manufacturers. The development comes as TSMC increases 3nm production capacity by 50% to meet growing demand.

Technology2 sources

NVIDIA's Next-Generation Rubin AI GPUs Enter Production with HBM4 Memory Samples

Technology2 sources

NVIDIA CEO Jensen Huang Secures 50% Production Boost from TSMC Amid Soaring AI Chip Demand

NVIDIA CEO Jensen Huang visits Taiwan to strengthen partnership with TSMC, securing a massive 50% increase in 3nm chip production to meet exploding demand for Blackwell AI GPUs and future Rubin platforms.

Business3 sources

NVIDIA CEO Jensen Huang Secures 50% Production Boost from TSMC Amid Soaring AI Chip Demand

Business3 sources

Tesla Eyes Massive Chip Manufacturing Plant as Musk Considers Intel Partnership for AI Ambitions

Tesla CEO Elon Musk announced the company may need to build a "gigantic" semiconductor fabrication plant to meet its AI and robotics chip demands. He's also considering partnerships with Intel, as current suppliers TSMC and Samsung cannot meet projected needs.

Business14 sources

Tesla Eyes Massive Chip Manufacturing Plant as Musk Considers Intel Partnership for AI Ambitions

Business14 sources

Three 'Grey Swan' Risks That Could Derail the AI Revolution

Analysis of foreseeable but underestimated risks that could disrupt the AI industry, including security threats, legal challenges, and innovation shocks that could halt AI progress despite their predictable nature.

Business2 sources

Three 'Grey Swan' Risks That Could Derail the AI Revolution

Business2 sources

Nvidia Unveils Vera Rubin Superchip: Six-Trillion Transistor AI Platform Set for 2026 Production

Nvidia reveals its next-generation Vera Rubin Superchip featuring 88-core Vera CPU and dual Rubin GPUs, delivering 100 PetaFLOPS of AI compute performance. The platform represents a massive leap in AI hardware capabilities, targeting production in 2026.

Technology7 sources

Nvidia Unveils Vera Rubin Superchip: Six-Trillion Transistor AI Platform Set for 2026 Production

Technology7 sources

Tesla Partners with Samsung for AI5 Chip Production as Musk Claims Korean Fab Outperforms TSMC's Arizona Facility

Elon Musk announces Tesla will dual-source its next-generation AI5 chips from both Samsung and TSMC, with production taking place in the US. Musk claims Samsung's Texas fab has more advanced equipment than TSMC's Arizona facility.

Business3 sources

Tesla Partners with Samsung for AI5 Chip Production as Musk Claims Korean Fab Outperforms TSMC's Arizona Facility

Business3 sources

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