Tsmc - Febspot

Tsmc

A collection of 9 posts

Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory — Cdn.mos.cms.futurecdn.net

Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory

Nvidia CEO Jensen Huang told reporters in Taipei this weekend that "TSMC needs to work very hard this year because I need a lot of wafers," speaking outside a so-called "trillion-dollar dinner" for top tech manufacturers, Reuters reported. Huang said the chipmaker will scale up substantially,

Nvidia signs Intel Foundry to make parts of its Feynman AI chips, report says — Cdn.mos.cms.futurecdn.net

Nvidia signs Intel Foundry to make parts of its Feynman AI chips, report says

According to Digitimes, citing supply-chain sources, Nvidia has signed with Intel Foundry to manufacture some parts of its forthcoming Feynman AI chips. Intel has struggled to attract foundry customers, with many preferring TSMC, and the company has been cautious about ramping up its 14A process. On an earnings call last

Taiwan to invest $250 billion in US tech and cut tariffs on exports — Cdn.mos.cms.futurecdn.net

Taiwan to invest $250 billion in US tech and cut tariffs on exports

Pcgamer reports Taiwan's vice premier Cheng Li-chiun announced a deal that should slash tariffs on the country's exports to the US and that Taiwan will boost its investment in the US tech industry, particularly in silicon production for AI. U.S. commerce secretary Howard Lutnick said

TSMC posts record quarter, says AI demand is 'endless' and raises capex plans — Cdn.arstechnica.net

TSMC posts record quarter, says AI demand is 'endless' and raises capex plans

TSMC reported record fourth-quarter results and told analysts that AI demand is "endless." The company posted net income of NT$505.7 billion (about $16 billion) for the quarter, up 35 percent year over year and above analyst expectations, and revenue of $33.7 billion, a 25.5

Nvidia overtakes Apple as TSMC's top wafer customer, report says — Cdn.mos.cms.futurecdn.net

Nvidia overtakes Apple as TSMC's top wafer customer, report says

Pcgamer reports that, according to Taiwan-based technology reporter Tim Culpan, Nvidia has overtaken Apple as the primary recipient of TSMC wafers as demand for AI chips has surged. Culpan notes the meteoric rise in AI demand, backed by "hundreds of billions of dollars," has shifted wafer orders toward

US and Taiwan agree to cut tariffs and secure at least $250bn in chip investment — I.guim.co.uk

US and Taiwan agree to cut tariffs and secure at least $250bn in chip investment

The US said on Thursday that it had signed a deal with Taiwan to reduce tariffs on goods from the island while increasing Taiwanese semiconductor and tech companies’ investments in the United States. The commerce department said the agreement "will drive a massive reshoring of America’s semiconductor sector&

U.S. agrees tariff cut as Taiwan pledges $250 billion in U.S. chip investment — Static01.nyt.com

U.S. agrees tariff cut as Taiwan pledges $250 billion in U.S. chip investment

The United States announced a trade agreement with Taiwan that will lower U.S. tariffs on Taiwanese goods to 15 percent from 20 percent, while Taiwan has pledged $250 billion in semiconductor and technology manufacturing investment in the United States, the Commerce Department said. Taiwan’s government said it would

TSMC's record quarterly profit lifts chip stocks and renews AI optimism — I.insider.com

TSMC's record quarterly profit lifts chip stocks and renews AI optimism

Businessinsider reported that Taiwan Semiconductor Manufacturing Company posted fourth-quarter results and a record quarterly profit, sending chip stocks higher as traders cheered fresh signs of AI strength. TSMC blew past analyst estimates on multiple metrics, reporting a record 35% quarterly profit. Revenue rose 20% year over year, while both net

Trump administration nears trade deal with Taiwan tied to TSMC U.S. expansion — Static01.nyt.com

Trump administration nears trade deal with Taiwan tied to TSMC U.S. expansion

The Trump administration is completing a trade deal with Taiwan that would cut tariffs on the island’s exports and secure a commitment from Taiwan Semiconductor Manufacturing Corporation to invest significantly more in the United States, according to three people familiar with the matter. People familiar with the negotiations said