Digitimes expects Nvidia to stick with TSMC for the bulk of its chip needs in 2028, including the GPU die for Nvidia's ...
Nvidia and Apple have shifted portions of 2028 chip production to Intel, diversifying from TSMC amid US manufacturing mandates and 25% semiconductor tariffs.
DigiTimes reports that Nvidia is eyeing Intel Foundry for its Feynman generation of GPUs, which is set to debut in 2028. Given supply constraints at foundry leader TSMC, it would certainly make sense ...
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Leo says 62: We need Taiwan!

Today Leo is talking about Taiwan. We've all heard of the place - but Leo takes us through some history, and how that might affect the global semiconductor market in the years to come. 00:00 Start ...
Yesterday we published our Threadripper 3990x Launch article - a 6,000 word piece over on <a ...
The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to ...
Tata Electronics’ upcoming Dholera fab will enable Indian semiconductor startups to conduct prototype chip tape-outs ...
Taiwan Semiconductor Manufacturing Company Limited powers AI chips globally as U.S. fabs ramp. Click for an updated look at ...
INTC is dead money after Intel's weak forecast due to poor manufacturing quality and a decision to cut capacity despite ...
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...
Intel has had a rocky few years, but it believes 18A, its latest manufacturing process, and Panther Lake, its new chip ...