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Chipmaking

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TSMC bets on an endless AI wave after record Q4 results
business1 month ago

TSMC bets on an endless AI wave after record Q4 results

TSMC posted a record Q4 with net income of NT$505.7 billion (~$16 billion) and revenue of $33.7 billion, and CEO C.C. Wei said AI chip demand will persist for years. The company projects about 30% revenue growth in 2026 and plans $52–$56 billion in capital expenditure, backed by checks with cloud providers confirming real demand amid AI-market chatter. The results underscore TSMC’s central role in the AI chip supply chain and come as US-Taiwan trade ties push expansion, including Arizona fabs.

via Ars Technica|
#ai#business#chipmaking
TSMC to Accelerate US Transfer of Chipmaking Know-How While Keeping Top Tech at Home
technology1 month ago

TSMC to Accelerate US Transfer of Chipmaking Know-How While Keeping Top Tech at Home

TSMC plans to speed up moving its advanced chipmaking expertise to the US—expanding its Arizona footprint while keeping the most cutting-edge processes in Taiwan. Even with faster transfers, the newest tech would still be moved abroad only after stabilization and would take at least a year. The company is pursuing a record capex this year (over $52 billion) and about $165 billion to build US capacity, with mass production at its second Arizona fab expected in 2027; North American customers now account for roughly 75% of revenue.

via Bloomberg.com|
#ai#chipmaking#semiconductors
Huawei Downplays Chip Capabilities Amid US Tensions and Trade Talks
technology8 months ago

Huawei Downplays Chip Capabilities Amid US Tensions and Trade Talks

Huawei's founder Ren Zhengfei downplayed the company's chipmaking capabilities, claiming they still lag behind US technology, amid ongoing US-China trade talks. Despite US export restrictions, Huawei has made progress with its AI chips and servers, but faces challenges in building an ecosystem of developers and competing with Nvidia's software platform. Ren emphasized China's advantages in infrastructure and R&D investment as key to future technological development.

via ft.com|
#ai-chips#chipmaking#huawei
Intel's Leadership Shakeup Sparks Concerns Over Future
business1 year ago

Intel's Leadership Shakeup Sparks Concerns Over Future

Intel CEO Pat Gelsinger's removal has raised concerns about the company's turnaround strategy, as Intel's shares initially rose but then fell following the news. Under Gelsinger, Intel struggled to compete in the AI-driven chipmaking market, losing ground to rivals like Nvidia and TSMC. The company's focus on contract manufacturing hurt cash flow, and it missed opportunities in AI investments, leading to a significant drop in revenue and market capitalization.

via Yahoo Finance|
#ai#business#ceo
finance1 year ago

Asian Stocks Climb Amid Chip Gains and Bitcoin Surge

Asian stocks rose on Friday, driven by gains in chipmaking and cyclical stocks, despite ongoing tensions from the Russia-Ukraine conflict. Japanese and South Korean markets saw notable increases, with tech sectors performing well, while Chinese stocks lagged due to a lack of stimulus details. Indian markets continued to suffer from losses linked to the Adani Group's legal troubles. Inflation concerns in Japan suggest potential rate hikes by the Bank of Japan.

via Investing.com|
#adani-group#asia-stocks#chipmaking