TSMC - Page 2
Stories from TSMC come first, newest first, then stories from connected topics (Foundry, Semiconductors, Taiwan, AI chips, AI Chips & Compute, Samsung), each labelled with where it comes from. This view is not indexed by search engines.
Latest
Reports Say TSMC’s 2nm Lines Are Booked to 2028; Samsung Seeks Orders
Korean press reported in March that TSMC's 2nm capacity is booked to 2028. TSMC's Q3 results show 2nm at 8% of wafer revenue. Samsung's pitch.
Samsung Plans Record 110 Trillion Won AI Chip Investment for 2026
Samsung Electronics plans to invest more than 110 trillion won (about $73bn) in facilities and research in 2026, the largest annual outlay in its history, in a...
Infineon and SOLUM Sign MoU on HVDC for AI Data Centres
Infineon and SOLUM MoU on HVDC for AI data centres; SOLUM shows 26 kW 800 Vdc BBU aiming >98.5% efficiency, production targeted 2027.
Arm Q2 Earnings Hit Record $1.44bn on Licensing Surge
Arm earnings for Q2 FYE27 show record $1.44bn revenue (+27%), with licensing up 50% and data-centre royalties doubling. AGI CPU deliveries tracked for Q4.
Google Backstops Financing for TeraWulf’s $19bn Anthropic Leases
The TeraWulf Google backstop supports debt financing tied to about $19bn of Anthropic lease commitments in Kentucky. Google is not lending the money.
AMD Q3 Results: Record $13.4bn as Data Center Sales Nearly Double
AMD Q3 results show record revenue of $13.4bn, up 45%, as Data Center sales nearly doubled. AMD guides fourth-quarter revenue to about $17bn.
Marvell to Buy Lumentum in All-Stock Deal Valuing It at $115bn
Marvell's Lumentum acquisition is an all-stock deal with an implied enterprise value of $115bn, expected to close in the first half of 2028.
Canada Becomes EuroHPC’s 39th Member, Gaining a Path to JUPITER
Canada EuroHPC membership makes it the 39th participating state, opening Europe's supercomputers to Canadian researchers. No fees or start date yet.
Perplexity Will Run Its AI Workloads on IREN’s Blackwell Ultra GPUs
The Perplexity IREN agreement puts Perplexity on NVIDIA Blackwell Ultra GPUs at an IREN campus, IREN says. No value, GPU count or site was given.
Synology Urges NAS Owners to Update DSM After Ransomware Attacks
Synology DSM devices missing a December 2024 fix are being targeted by ransomware. Update now, turn on automatic updates and cut internet exposure.
Latest on TSN
Explore the TSN Atlas: Every topic we cover, mapped. Click a bubble to dive in.