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 ...
TSMC reportedly plots 2027 start date for its 3 nm US fab, but will that be in time to save next-gen GPUs from tariffs?
Maker of most of the world's cutting-edge chips, TSMC, is reportedly accelerating its plans to produce modern 3 nm chips in ...
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 ...
Analyst revisits Intel stock forecast amid surprise plans for a key spinoff
Intel shares powered higher in Wednesday trading, extending a modest gain for the year, after the release of a bullish ...
ExtremeTech on MSN23h
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 ...
Digi Times13h
TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab upgrades
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its ...
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 ...
ReadWrite9h
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.
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 ...