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Taiwan Semiconductor Manufacturing Company
32 posts
TSMC Q3 revenue reaches record NT$1.49tn ahead of 2nm production ramp
Monthly disclosures imply another record quarter for Taiwan Semiconductor Manufacturing Company as artificial-intelligence demand drives leading-edge capacity, although the October 15 results will determine how much of that growth reached margins and profit.
AI uses cutting-edge GPUs, so why is NXP investing in 40nm to 130nm chips on 300mm wafers?
VisionPower Semiconductor Manufacturing Company’s new Singapore fab will produce 40nm to 130nm specialty chips on 300mm wafers rather than leading-edge processors. The investment highlights a less-publicised semiconductor transition in which mature-node analog, power-management and mixed-signal devices are adopting larger wafers to improve cost, capacity and supply resilience.
NXP and Vanguard open $7.8bn Singapore chip factory with volume production set for 2027
NXP and Vanguard opened a $7.8 billion Singapore chip fab targeting 44,000 wafers monthly. Find out why the project matters for chip supply.
MediaTek fires a 2nm challenge at Qualcomm as flagship smartphone AI race accelerates
MediaTek has unveiled the Dimensity 9600 Pro, pairing TSMC’s most advanced manufacturing process with new on-device AI, gaming and imaging capabilities. The launch is both a premium-handset offensive and a test of whether MediaTek can convert technical leadership into stronger margins and brand power.
Positron AI lands $875m to fund Asimov inference chip production
Positron AI has secured $875 million at a $5 billion post-money valuation after deploying more than 50 Atlas racks at Oracle Cloud Infrastructure, but its custom Asimov silicon will not reach production until the second half of 2027.
Cerebras CS-4 targets AI inference bottleneck as $CBRS races toward 600 MW
Cerebras launches CS-4 with a 30x inference claim as 600 MW expansion, $25.4 billion of obligations and cloud margins put $CBRS execution in focus.
Etched raises $300m as $10.3bn valuation tests AI inference chip economics
Etched’s $300 million Series C gives the AI chip startup fresh capital to scale its Sohu inference systems, but the valuation depends on whether specialised hardware can break NVIDIA’s grip on data-centre computing.
Can NVIDIA turn Amkor Technology’s costly Arizona expansion into a high-margin AI business?
Amkor Technology gains a major customer commitment for its United States packaging expansion, but returns will depend on construction, qualification and utilisation.
dorsaVi (ASX: DVL) starts 22-nm RRAM chip tape-out as physical silicon becomes the next commercialisation test
dorsaVi has moved its RRAM-CMOS validation chip from completed design into fabrication, but silicon performance, funding discipline and partner adoption will determine whether the semiconductor strategy creates lasting value.
Cadence says AuraStack can deliver 15X productivity. What must $CDNS prove next?
Cadence Design Systems is taking its agentic artificial intelligence strategy beyond chip development into printed circuit boards, advanced packaging and multiphysics analysis. AuraStack broadens the company’s competitive moat, but commercial availability and repeatable customer results remain the next tests.