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The Latest Breaking News from TSMC

Nvidia Blackwell: What we expect and what we want to see from Nvidia's next-gen GeForce GPUs

Rumour and speculation is running riot for Nvidia's next generation of GPUs, so here's everything we hope and expect from Nvidia's next graphics cards.

PC Gamer

Leak claims that AMD's Navi 44 GPU package is 31% smaller than Navi 33

AMD is looking to cut down the package size of its upcoming Navi 44 GPU by up to 31%, which may be correlated with a smaller die size as well.

Tom’s Hardware

New TSMC chip manufacturing plants planned for Europe

TSMC’s new Dresden plant will be operational by the end of 2027, but its plans don’t stop there.

TechRadar

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Nvidia reportedly mulls socketed design for Blackwell B300 AI GPUs — next-gen Blackwell GPUs may be removable by the user

Nvidia is allegedly mulling sockets instead of modules for upcoming Blackwell B300 AI GPUs.

Tom’s Hardware

Nvidia GeForce 256 celebrates its 25th birthday — company talks about a quarter century of GPU progression

Nvidia touts the legacy and impact of its GeForce graphics cards, which started 25 years ago with the GeForce 256.

Tom’s Hardware

Nvidia's Blackwell GPUs are sold out for the next 12 months — chipmaker to gain market share in 2025

According to Nvidia management, demand for Blackwell GPUs for AI exceeds supply, just as expected.

Tom’s Hardware

Intel Core Ultra 200S desktop CPUs deliver 'one of the largest power reductions Intel has seen in quite some time' but may fall short of 14900K in some games

Intel talks Arrow Lake—price, performance and power savings for the less bendy chips of the next generation.

PC Gamer

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Samsung has no plans to spin off its critical foundry business

Samsung Foundry will remain part of Samsung no matter what, says chairman

Tom’s Hardware

AMD to reportedly become TSMC's next major customer in Arizona — HPC AI chips could start US production in 2025

Sources say AMD will use TSMC's new Arizona fab for the production of new HPC AI chips on the 5nm mode. This move begins an AI chip supply chain in the US, with TSMC and Amkor manufacturing and packaging AMD's high-performance chips. The positive news is a boon for the…

Tom’s Hardware

Amkor and TSMC team up for advanced packaging in the U.S. — CoWoS and InFo to make AI and HPC CPUs

Amkor will offer TSMC's advanced CoWoS and InFo chip packaging for AI and HPC processors in the U.S.

Tom’s Hardware

TSMC's 2nm process will reportedly get another price hike — $30,000 per wafer for latest cutting-edge tech

TSMC's 2nm wafers will cost two times more than 4nm and 5nm wafers, according to report.

Tom’s Hardware

Samsung's foundry customers reportedly flock to TSMC — three firms move to Taiwanese chipmaker in latest exodus

Small AI chip designers from South Korea increasingly turn to TSMC for their subsequent generations of products after using Samsung Foundry.

Tom’s Hardware

Samsung debated selling off its manufacturing arm as 3 nm yields remain low and the chip giant's stock price drops

TSMC's keeping the ball rolling but healthy competition would be better.

PC Gamer

Taiwan National Science Council believes China is 10 years behind TSMC

Although some believe SMIC is just a few years behind TSMC, Taiwan officials think differently.

Tom’s Hardware

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Tom’s Hardware

Despite Intel's woes, the U.S. remains the revenue leader of the semiconductor industry

With $264.6 billion in 2023 sales, the U.S. semiconductor industry remains the largest on the planet, and this will not change anytime soon.

TechRadar

Wait, now Broadcom makes GPUs? Nvidia could face unexpected foe in China as ByteDance could use rival bigger than Intel, AMD, Arm and Qualcomm to design its AI chips

TikTok parent company ByteDance wants Broadcom and TSMC to design its AI chips.

Tom’s Hardware

Qualcomm Snapdragon X die shot reveals massive CPU cores with huge caches

An annotated die shot of what is claimed to be Qualcomm's Snapdragon X processor has been posted on Baidu. We compare it to Apple M4 designs.

The Street

$4 billion fund manager puts 3 top stocks in focus

The MSCI All Country World (stock) Index, excluding the U.S., has climbed 8% this year.

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Fortune

Intel isn't just a company in decline—it's a corporate actor on the geopolitical stage

Investors, Wall Street analysts, competitors, suppliers, and customers must face a new reality: Intel is no longer a conventional company and can no longer be evaluated as one.

Windows Central

OpenAI CEO Sam Altman branded "podcasting bro" for his reportedly absurd plan to "take $7 trillion and many years to build 36 semiconductor plants and additional data centers" to fulfill his ambitious AI vision

OpenAI CEO Sam Altman has reportedly been curating an "audacious plan" to address the firm's computing power needs, which require "$7 trillion and many years to build 36 semiconductor plants and additional data centers."

Tom’s Hardware

TSMC execs allegedly dismissed Sam Altman as ‘podcasting bro’ — OpenAI CEO made absurd requests for 36 fabs for $7 trillion

OpenAI CEO Sam Altman took a whirlwind tour of the Far East last winter, meeting with high-powered execs from companies like TSMC, Samsung, and SK hynix. However, according to a report in the New York Times this week, senior TSMC execs dubbed Sam Altman a 'podcasting bro' after the meeting(s).

Tom’s Hardware

Nvidia will reportedly start Blackwell server deliveries in early December — the first servers will go to Microsoft

First, Blackwell-based machines are on track for December delivery, but their volumes are unclear.

Tom’s Hardware

Polar Semiconductor receives $123M in CHIPS Act money — company named as the first CHIPS Act awardee

Polar Semiconductor, a manufacturer of power and sensor chips, is the first company to be officially awarded under the Biden administration's CHIPS Act.

Tom’s Hardware

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.

Barchart

2 Overlooked AI Stocks With Double-Digit Upside

It’s time to eye these strong AI stocks now.

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