
Nvidia chases more H20 chips from TSMC
Wants 300,000 extra units
Nvidia is grovelling at the door of TSMC, begging it to crank out another 300,000 of its H20 AI chips, according to Reuters.

TSMC to bring chip packaging tech to US
Taiwanese outfit bets big on CoWoS, SoIC, and CoW fab in Arizona
TSMC is plotting another big move in its American push, this time with plans to manufacture some of its most advanced chip packaging tech in the US to loosen its dependency on Taiwan.

TSMC’s US fab push still miles behind demand
"Regulation and red tape" hold back Arizona chip plans
TSMC’s multi-billion-dollar push into the US chip industry is nowhere near satisfying domestic demand, despite years of investment and political support.

Samsung gets $16.5 billion chip deal lifeline from Tesla
TSMC rival finally gets a win in foundry fight
Samsung Electronics has signed a 22.8 trillion won (about $16.5 billion) chip foundry contract with what it calls a "global company" which the cocaine nose jobs of Wall Street are convinced is Tesla.

AMD claws back half the server CPU market while Intel stumbles
Epyc chips fuel AMD’s stunning datacenter comeback
AMD has pulled off a massive comeback in the server CPU market, snatching half the pie from Intel in just a few quarters.

TSMC's US fabs cost Big Tech more
AMD and Nvida forced to swallow higher prices
Getting cutting-edge chips out of TSMC’s US fabs is proving far pricier than sticking with its tried-and-tested Taiwan plants, but big tech doesn’t have much choice right now.

TSMC rakes in record profits on AI frenzy
Chip giant warns of tariff risks despite surging demand
TSMC stunned the cocaine nose jobs of Wall Street on Thursday with a 61 per cent year-on-year jump in second-quarter profit, smashing records and beating expectations thanks to relentless demand for artificial intelligence silicon.

Intel's 18A process creeps forward
Rumoured to be 55 per cent
Analysts at KeyBanc reckon Intel’s 18A yields have inched up to 55 per cent which is a modest five per cent improvement quarter-on-quarter.

ASML beats expectations but warns on 2026 growth
AI chip boom lifts orders, but tariffs and uncertainty bite
Dutch chipmaking kit supplier ASML has shrugged off some tariff fears with better-than-expected results, though it is hardly brimming with confidence about the future.

Intel tapes out Nova Lake CPUs
Intel taps TSMC for hybrid N2 and 18A process
Troubled Chipzilla has taken the next step in its endless comeback saga, with its Nova Lake CPUs reportedly taped out on TSMC’s shiny N2 node. It’s the latest sign that Intel’s once-proud fabs still can’t do it all alone.