TSMC

Sources: Nvidia has reallocated manufacturing capacity at TSMC away from making H200 chips, intended for the Chinese market, to its next-gen Vera Rubin products

Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years

Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years

[Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to three years.

The Japanese government plans to invest ~$1.6B in Rapidus over the next two fiscal years to help it mass-produce 2nm logic chips and potentially challenge TSMC

Japan's Rapidus Corp. secured investment totaling ¥267.6 billion ($1.7 billion) from the government and dozens …

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs

Sources: TSMC plans to invest another $100B to build four more US fabs to ensure tariff-free chip sales; analysis: its Arizona site has land for four more fabs

Agreements reached between Taiwan and Trump administration imply big expansion for world's biggest chipmaker

Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more

Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more

Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.

Cisco unveils its Silicon One G300 switch chip, made using TSMC's 3nm tech, to take on Broadcom and Nvidia in AI infrastructure, set to go on sale in H2 2026

Cisco unveils its Silicon One G300 switch chip, made using TSMC's 3nm tech, to take on Broadcom and Nvidia in AI infrastructure, set to go on sale in H2 2026

Cisco Systems (CSCO.O) on Tuesday launched a new chip and router designed to speed information through massive data centers that will compete …