Marvell scores billions in AI chip deal
Two new hyperscalers signed up as demand surges for custom silicon
Chip designer Marvell reckons it has landed two new hyperscale cloud clients and is sniffing around more than 50 other deals as demand for its customised AI silicon keeps growing.
Google dumping Samsung for TSMC leaves foundry flailing
“Google incident” forces soul‑searching at Samsung
Google’s decision to dump Samsung for TSMC to make its Tensor chips has reportedly caused chaos behind closed doors in South Korea.
Troubled Chipzilla might chop itself up
The answer to years of failure could be to admit it can't do everything
The cocaine nose jobs of Wall Street reckon Troubled Chipzilla might need to smash itself into pieces if it wants to claw out of its long-running tech and financial woes, according to a report by the Wall Street Journal.
Qualcomm plans dual-variant Snapdragon 8 Elite 3
Built on 2 nm
Qualcomm looks set to shake up its flagship chip strategy by splitting the upcoming Snapdragon 8 Elite 3 into two variants fabbed using TSMC’s 2 nm process.
Taiwan dollar smacks TSMC’s May revenue
Despite record-breaking streak
Chipmaker TSMC took a hit in May as the new Taiwan dollar surged, taking a sizeable bite out of TSMC’s revenue.
Chipzilla still chasing TSMC with 18A foundry push
Intel bangs the drum on 18A node
Troubled Chipzilla is still flogging its foundry turnaround plan, this time at its annual Direct Connect bash, where CEO Lip-Bu Tan and his top brass tried to convince the world that Intel Foundry Services is back on track.
TSMC says AI chip war doesn’t matter
All roads lead to TSMC
The head of TSMC reckons it doesn’t really matter whether GPUs or ASICs win the AI chip race. Either way, the orders are heading back to his outfit.
TSMC Arizona ramps up as Nvidia preps AI chip launch
US fab nears full capacity, 2nm yields soar, and chip prices may spike
Nvidia’s next wave of AI chips is heading for mass production at TSMC’s Arizona plant before the end of the year, according to fresh reports from Taiwan.
TSMC downplays tariff threat
TSMC downplays tariff threat, touts AI boom and record profits
TSMC says it is on course for record revenue and earnings this year, with AI demand roaring ahead and tariffs posing little direct threat.
TSMC eyes UAE chip fab
Middle Eastern megafab plans tests US national security nerves
TSMC is apparently snuffling around the United Arab Emirates as a possible spot for a new chip fab, despite the fact that it might anger the US ruler Donald Trump who insists that all fabs are belong to him.
