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Taiwan Semiconductor Manufacturing Company
26 posts
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.
ASML (NASDAQ: ASML) beats Q2 as €43-45bn 2026 sales guidance is raised
ASML (NASDAQ: ASML) beats Q2 at €9.3bn, raises 2026 sales outlook to €43-45bn and plans 30% capacity expansion for 2027 at both EUV and DUV lines.
Nanoveu is halted at a 52-week low. Can its next drone results revive ASX: NVU?
Nanoveu Limited is preparing to release further live-flight data for its ECS-DoT edge-AI chip after acquiring Spinoff Robotics, setting up a critical commercialisation test for the ASX technology stock.
Altera targets eventual IPO after Silver Lake-backed turnaround accelerates
Altera is growing again after separating from Intel, with AI infrastructure, robotics and edge systems creating a possible route towards an eventual public listing.
Japan orders one million to evacuate as Mekkhala and Higos trigger Taiwan shutdowns
Japan ordered one million people to evacuate as Mekkhala and Higos brought floods, flight cancellations and major shutdowns across Taiwan.
IBM debuts world’s first sub-1 nanometer chip technology, pushing logic scaling into the angstrom era
IBM debuts the world's first sub-1nm chip with nanostack 3D architecture, 100 billion transistors and a five-year production path. Read the full analysis.
Intel stock hits record as Apple chip claim tests INTC (NASDAQ)
Intel hit a record on an unconfirmed Apple chip claim. The real test is whether foundry volume, margins and 18A execution justify INTC’s rally.