Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Sources: Apple is in the final stage of verifying its first cutting-edge chips from TSMC's Arizona plant, with the first batch expected as early as this quarter
TAIPEI — Apple is in the final stage of verifying its first “made in America” cutting-edge processor chips from Taiwan Semiconductor Manufacturing Co.'s plant in Arizona.
Sources: TSMC's Arizona plant is now producing Systems-in-Package for the Apple Watch, almost certainly the S9, in addition to the A16 processor for iPhones
I've finally landed on a name for this publication: Culpium. Further publishing announcements at the end.
About 50% of the 2,200 employees at TSMC's Arizona plant are from Taiwan, seeding a cultural and demographic shift at the edge of Phoenix and the Sonoran Desert
Taiwan Semiconductor Manufacturing Company, a global tech giant, brought thousands of workers from Asia to the Phoenix suburbs …
Sources: TSMC is in discussions with Nvidia to make its Blackwell AI chips at TSMC's new Arizona plant starting in early 2025, expanding on production in Taiwan
Taiwan Semiconductor Manufacturing Co (2330.TW) is in discussions with Nvidia Corp (NVDA.O) to produce its Blackwell artificial …
Interviews with 20+ current and former TSMC staff at its Arizona plant finds struggles over bridging Taiwanese and US norms, rigid hierarchies, and other issues
the company's new chip plant allegedly plagued by worker abuses Charlesarthur / The Overspill : Start Up No.2207: TSMC's Arizona culture clash, Apple preps new iPads, Vision Pro forecasts cut, AI pois...
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues Andrew Jolly / HPCwire...
Sources: TSMC plans to make 4nm chips in its ~$12B Arizona plant, set to open in 2024, an upgrade from prior 5nm claims, at the urging of Apple, AMD, and others
Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024 …
TSMC says it plans to spend $12B to build a 5nm chip factory in Arizona as the White House seeks to increase domestic chip production
Plans for TSMC's Arizona Plant Come As Trump Seeks To Cut Dependence on Asia — Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world's largest …
Apple plans to invest $2B in GT Advanced Arizona plant to convert it into a data center
Tim Higgins / Bloomberg Business :