AI
No Slowdown At TSMC, Thanks To The AI Gold Rush
With a near monopoly on advanced chip manufacturing and packaging, it is no wonder that during the AI boom that the world’s largest foundry is not only making money. …
TSMC
Connect
Bechtolsheim Outlines Scaling XPU Performance By 100X By 2028
Effects are multiplicative, not additive, when it comes to increasing compute engine performance. …
AI
TSMC Seeks To Make Itself More Indispensable Than It Already Is
Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …
Compute
TSMC Will Have An AI Business Bigger Than All Of Intel Foundry
Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …
Compute
Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs
The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …
Compute
Intel: I Was Lostry, But Now I Am Foundry
Pat Gelsinger, current chief executive officer at Intel and formerly the head of its Data Center Group as well as its chief technology officer, famously invented the tick-tock method of chip launches to bring some order and reason to the way the world’s largest chip maker – as it was in the mid-2000s – mitigated risk and spurred innovation in its products. …
Compute
TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT
There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …
Compute
TSMC Makes The Best Of A Tough Chip Situation
If you had to sum up the second half of 2022 and the first half of 2023 from the perspective of the semiconductor industry, it would be that we made too many CPUs for PCs, smartphones, and servers and we didn’t make enough GPUs for the datacenter. …
Compute
AI Is A Modest – But Important – Slice Of TSMC’s Business
Given the exorbitant demand for compute and networking for running Ai workloads and the dominance of Taiwan Semiconductor Manufacturing Co in making the compute engine chips and providing the complex packaging for them, you would think that the world’s largest foundry would be making money hands over fist in the second quarter. …
Compute
The Chips Are Down For TSMC, But Not For Long
Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …