NVIDIA Rubin AI Chips: The New Leader In The Race For AI Dominance If accurate, these advanced processors could start leaving TSMC’s fabs by late 2025—this represents one of the fastest product cycles ever observed on the AI hardware scene. The Rubin AI architecture: a redesign from the ground up This is a complete overhaul … Read more
While TSMC 2nm wafers will not go into mass production until Q4 2025, Apple has already acquired almost half of this initial production run, and is likely to be TSMC’s leading customer in terms of capacity for the next-gen process. Our semiconductor competition is getting looser than a pearl necklace, and TSMC 2nm is soon … Read more
NVIDIA CEO Jensen Huang was in Taiwan lately, and this is where TSMC’s importance to the AI revolution was underscored. During travel, Huang also pointed out how NVIDIA is heavily dependent on TSMC for his chip production with compliments for the Taiwan giant and its consistent greatness. Anyone buying TSMC’s stock is a ‘smart person,’ … Read more
Today Google is announcing its Pixel 10 lineup with the latest Tensor G5 TSMC technology. Although the design is similar, the inner workings get a complete overhaul with new AI capabilities as well as better integration of software. But early benchmarks have given us reason to be skeptical, as the Pixel 10 Pro XL with … Read more
NVIDIA CEO Jensen Huang has finally given an official confirmation that the firm’s most advanced AI chip, the NVIDIA Rubin, was being prepared at TSMC. And the executive also disclosed that NVIDIA has taped out half a dozen different Rubin chips, which include both general-purpose CPUs, accelerators, and a new silicon photonics chip, all of … Read more
Now, the U.S. chip industry registers another monumental achievement with the recent launch of silicon wafer production at America-based GlobalWafers. With investments from Apple and TSMC, this is a watershed moment for the chip independence of America. GlobalWafers Boosts U.S. Chip Industry Until several years ago, silicon wafers used in the United States were sourced … Read more
ASE Group Executive Vice President Tingu Yin Chang made a provocative move at the first Open Compute Project (OCP) APAC Summit in Taipei announcing ASE’s co-packaged optics (CPO) program as a competitor to TSMC’s silicon photonics dominance. With heightened global demand for AI computing, not only the semiconductor industry need to scale up, but also … Read more
The TSMC Trump tariff plan is worrying tech worldwide. US President Donald Trump’s intention to implement a tariff on semiconductor products as high as 100% has caused confusion in the industry, particularly for companies like TSMC, Taiwan’s No. Although many people think TSMC may be an exception because they are investing in its Arizona chip … Read more
TSMC US chip cost is growing as a primary issue for the tech industry, particularly for firms such as AMD that depend on more advanced semiconductors to fuel products like artificial intelligence (AI) systems. TSMC’s presence in the United States is growing, but it is far more expensive to manufacture chips locally. TSMC, the world’s … Read more
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