Rumor U.S. government could force Intel into JV deal for fab unit
Intel Corporation (NASDAQ:INTC) has been struggling for years, and many on Wall Street are questioning the company’s foundry ambitions. The U.S. has stated that they want more chip manufacturing in ...
Taiwan Semiconductor Manufacturing (TSM) to Produce OpenAI’s First In-House AI Chip on 3nm Process
We recently compiled a list of the 10 AI News and Ratings You Should Take a Look At. In this article, we are going to take a ...
Baird notes supply chain talk of Intel fab spinoff with TSMC involved
Baird analyst Tristan Gerra says there are discussions from the Asia semiconductor supply chain that the U.S. government will get involved in ...
Intel in focus as Baird posits fab spin-off, Taiwan Semiconductor involvement
Intel (INTC) was in focus on Wednesday as Baird said it has heard discussions from the supply chain about a potential ...
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OpenAI ‘partners with TSMC,’ snubbing Samsung to develop in-house AI chips – report
OpenAI is working with TSMC to design its first in-house AI chips, aiming to cut dependency on Nvidia and control computing costs.
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OpenAI’s AI Processor Is Almost Ready for TSMC Fabrication
OpenAI recruited a team of 40 engineers to develop the processor, recruiting former Google chip designer Richard Ho to head ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...