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The Latest Breaking News from TSMC

MediaTek will end Qualcomm's exclusive reign over Arm-based Windows PCs in 2025

Chip designer MediaTek will reportedly make Arm-based chips for Windows PCs as soon as next year. Qualcomm is the only company that makes Arm chips for PCs at the moment, but that could change after a reported exclusivity agreement ends this year.

Windows Central

As the chip race heats up, a new multipolar world is taking shape

Chip manufacturing will become like oil: There will be a small number of producers for something that everybody needs.

Fortune

TSMC's chairman hints at potential higher prices for Nvidia—'I think those products are really valuable...but I am thinking about showing our value as well'

The AI profits are flowing, and TSMC's new chairman may be looking to divert a little more in its direction.

PC Gamer

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Cheaper PCIe 5.0 x4 SSDs Incoming: Silicon Power Demos Phison E31T-Based SSD

Although consumer SSDs based on Phison's PS5026-E26 controller have been on the market for almost a year and a half now, the class-leading drives still carry a distinct price premium, and to some degree that's because it's still one of the only options for a PCIe 5.0 SSD. But it…

AnandTech

Nvidia shipped 3.76M data center GPUs in 2023 — dominates business with 98% revenue share

Nvidia grew its data center GPU sales by over a million units in 2023.

Tom’s Hardware

CHIPS Act faces talent shortage despite $500 billion in total investment: We have to make semiconductor manufacturing sexy’

Government, nonprofits, semiconductor companies are scrambling to train a skilled workforce: “This is an all-of-the-above effort.”

Fortune

AI Boom Giving Taiwan Semiconductor Sales A Boost

Taiwan Semiconductor Manufacturing reported better-than-expected sales in May thanks to artificial intelligence chips and a recovery in PC demand.

Investors Business Daily

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Short seller Scorpion Capital accuses Japan’s most actively traded company of being the ‘largest outright fraud in the world’

Hedge fund targets niche semiconductor company that’s rode AI demand for huge gains since 2019.

Fortune

IBD Stock Of The Day: ASML Stock Jumps As Major Customer Agrees To Buy Its Pricey Chip Gear

ASML is the IBD Stock Of The Day as the semiconductor equipment leader chalks up a big sale to major customer TSMC.

Investors Business Daily

Intel's new Lunar Lake CPU is simultaneously wonderful, weird and worrisome, but has the makings of an awesome handheld gaming chip

Say what you want about Intel's new mobile CPU, it's not boring.

PC Gamer

x86 strikes back: Intel comes out swinging as AI PC market explodes

The new category of Copilot+ PCs is no longer all Qualcomm's, as Intel and AMD reveal competitors to the Arm-based Snapdragon X Elite chipset.

Fortune

New TSMC chairman CC Wei brands OpenAI's Sam Altman 'too aggressive for me to believe'

The TSMC board elected TSMC CEO Dr CC Wei as the company's new chairperson, and he's controversial from day one.

Tom’s Hardware

Intel says it's happy to make the very Arm chips that threaten its x86 hegemony

CEO Pat Gelsinger keeping his options open.

PC Gamer

TSMC Votes For Chief Executive CC Wei To Also Become Chairman

Wei will be the first person to hold the dual roles for Taiwan Semiconductor Manufacturing Company, which controls more than half the global output of microchips used in everything from smartphones to cars and missiles.

International Business Times

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PC Gamer

Intel's latest processor is mostly made by its biggest manufacturing rival because it had 'a better process technology at that point in time'

Though for its successor, Panther Lake, "almost all of the tiles are on Intel."

Tom’s Hardware

Intel unwraps Lunar Lake architecture: Up to 68% IPC gain for E-cores, 16% IPC gain for P-Cores

Intel pulled the covers back on its Lunar Lake architecture during its Intel Tech Tour 2024, delivering deep dive architectural details in Taipei, Taiwan in advance of the company’s Computex 2024 keynote as its newest chips race to a Q3 launch.

PC Gamer

Intel talks shop about next-gen Lunar Lake processors: 'We will win in performance, we will win in graphics, we will win in AI'

Lunar Lake comes with better graphics, cores, and memory. And more mentions of AI.

AnandTech

AMD Announces Zen 5-based EPYC “Turin” Processors: Up to 192 Cores, Coming in H2’2024

With AMD’s Zen 5 CPU architecture only a month away from its first product releases, the new CPU architecture was placed front and center for AMD’s prime Computex 2024 keynote. Outlining how Zen 5 will lead to improved products across AMD’s entire portfolio, the company laid out their product plans…

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PC Gamer

AMD's new Ryzen AI 300 APU looks super exciting for handheld gaming but what about the battery life?

It would be nice to know if the ray-tracing performance is getting a bump, too

AnandTech

AMD Slims Down Compute With Radeon Pro W7900 Dual Slot For AI Inference

While the bulk of AMD’s Computex presentation was on CPUs and their Instinct lineup of dedicated AI accelerators, the company also has a small product refresh for the professional graphics and workstation AI crowd. AMD is releasing a dual-slot version of their high-end Radeon Pro W7900 card – aptly named…

Tom’s Hardware

AMD announces Zen 5 Ryzen 9000 processors launch in July — 16% IPC improvement for four new Ryzen 9, 7, and 5 'Granite Ridge' processors

AMD ripped the covers off four new Zen 5-powered Ryzen 9000 processors in the Ryzen 9, 7 and 5 families today at Computex 2024 in Taipei, Taiwan, touting that the new Zen 5 architecture will deliver a 16% increase in instructions per cycle (IPC) throughput when the chips come to…

Tom’s Hardware

Semiconductor legends take a stroll in a Taiwanese night market — Nvidia, TSMC, MediaTek, and Quanta heads seen eating dinner

Nvidia CEO Jensen Huang, TSMC founder Morris Chang, MediaTek head Rick Tsai, and Quanta chief Barry Lam was seen having dinner at a public night market with renowned architect Kris Yao.

AnandTech

TSMC: Performance and Yields of 2nm on Track, Mass Production To Start In 2025

In addition to revealing its roadmap and plans concerning its current leading-edge process technologies, TSMC also shared progress of its N2 node as part of its Symposiums 2024. The company's first 2nm-class fabrication node, and predominantly featuring gate-all-around transistors, according to TSMC N2 has almost achieved its target performance and…

TechRadar

Samsung archrival discloses more details about key AI memory tech that could end up in Nvidia's purported H300 — HBM4 will have the same die density but 16 layers, a whopping 1.65TBps bandwidth and will be available in 48GB SKUs

SK Hynix has revealed more about HBM4, the key AI memory tech that could end up in Nvidia's purported H300 GPU.

iMore

Forget iPhone 16, iPhone 17's even bigger chip jump is on the way

TSMC, the manufacturer behind Apple's chips, shared an update that its 2nm process is going "as planned", which is good use for the iPhone 17 processor.

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