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TSMC
Taiwan approves $20B TSMC expansion in Arizona
Taiwan Semiconductor Manufacturing Co. shares rose on Thursday after Taiwan's government approved a $20 billion capital injection into the chipmaker's Arizona subsidiary, the latest catalyst for a stock buoyed by expectations that planned price increases on advanced chips will lift…
Nomura warns of ‘epic’ chip shortage, countering peak narrative
Even as chip and AI infrastructure stocks sold off Wednesday after Bloomberg reported that Meta Platforms is building a cloud business to sell excess computing capacity, Nomura pushed back against the growing "peak semiconductor" narrative with a 119-page report warning…
Google taps Intel packaging for next TPU, moving away from TSMC
Google Alphabet Inc. is set to abandon TSMC's Taiwan Semiconductor Manufacturing Company Limited dominant CoWoS packaging for its next-generation tensor processing unit, turning instead to Intel's EMIB-T technology in a move that could reshape the AI chip supply chain.