Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is struggling …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
[Exclusive] A 15-year relationship helped TSMC grow and Apple leap ahead of rivals. But now the iPhone maker is struggling …
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
TSMC reports Q4 net profit up 35% YoY to a record ~$16B, above $15.17B est., as it benefited from surging demand for AI chips and hit $100B in 2025 revenue
TSMC, the world's largest contract chipmaker, posted a 35% jump in fourth-quarter net profit on Thursday, beating market forecasts and hitting a record …
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
Sources: Apple now needs to fight for TSMC production capacity amid the AI boom; Nvidia was likely TSMC's top customer in at least one or two quarters in 2025
Here Are 3 ETFs That Cut Magnificent 7 RiskAdam Clark /Barron's Online:Nvidia Stock Pops. Trump, TSMC Are Boosting the AI Chip Maker.Laura Bratton /Yahoo Finance:Chip stocks jump a...
TSMC reports Q3 net profit up 39% YoY to ~$14.8B, above est., and raises its 2025 revenue growth projection to the mid-30% range, citing “very strong” AI demand
Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth for the second time this year …
Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+
Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …
Nvidia and Intel partner to develop multiple generations of x86 products; Nvidia will buy $5B of Intel's stock at $23.28 per share, a ~5% stake; INTC jumps 25%+
Cats and Dogs, living together! — In a surprising announcement that finds two long-time rivals working together …
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.
Researchers linked to China's military used Llama 2 to develop an AI model for potential military use; Meta says use of “outdated” Llama 2 would be “irrelevant”
Top Chinese research institutions linked to the People's Liberation Army have used Meta's publicly available Llama model …
Sources: Apple's A16 SoC is currently being manufactured at Phase 1 of TSMC's Fab 21 in Arizona in small, but significant, numbers
[Exclusive] The iPhone maker is set to be the first client of TSMC's new Arizona fab — TSMC's first Arizona chips are now in production …
TSMC Chair C.C. Wei says the company has held talks with customers over moving its plants off Taiwan as China tensions mount but such a move would be impossible
Taiwanese contract chipmaker TSMC (2330.TW), whose major clients include Nvidia and Apple, said on Tuesday it had held talks …
TSMC Chair C.C. Wei says the company has held talks with customers over moving its plants off Taiwan as China tensions mount but such a move would be impossible
Taiwanese contract chipmaker TSMC (2330.TW), whose major clients include Nvidia and Apple, said on Tuesday it had held talks …
TSMC Chair C.C. Wei says the company has held talks with customers over moving its plants off Taiwan as China tensions mount but such a move would be impossible
Taiwanese contract chipmaker TSMC (2330.TW), whose major clients include Nvidia and Apple, said on Tuesday it had held talks …
TSMC Chair C.C. Wei says the company has held talks with customers over moving its plants off Taiwan as China tensions mount but such a move would be impossible
Taiwanese contract chipmaker TSMC (2330.TW), whose major clients include Nvidia and Apple, said on Tuesday it had held talks …
Foxconn and Nvidia announce plans to build “AI factories”, a new class of data centers to accelerate the development of autonomous EVs and industrial robots
Nvidia and Foxconn are working together to build so-called “AI factories,” a new class of data centers that promise …
Foxconn founder Terry Gou resigns as a company board member due to “personal reasons”, less than a week after announcing his bid to be Taiwan's next president
Foxconn founder Terry Gou resigns as a company board member due to “personal reasons”, less than a week after announcing a bid to be Taiwan's next president
Terry Gou, the billionaire founder of major Apple (AAPL.O) supplier Foxconn (2317.TW), resigned as a company board member …
Nvidia announces AI products and updates, including the DGX GH200 supercomputer platform, gaming features, data center networking tools, and a robotics platform
Watch how Jensen Huang very well explains how industry will digitaly transform, and become digital first. … Alan Vaksman : Clear structured communication is still the key to succes...