AMD CEO Lisa Su says she expects TSMC's Arizona-made chips to cost “more than 5% but less than 20%” above TSMC's Taiwan-made chips, and to arrive by 2025's end
costs ‘more than 5% but less than 20%’ higher than Taiwan-sourced alternative Ayomide Sadiq / TalkAndroid.com : TSMC American-Made Chips Are Great, But They Cost a Lot More Anusuya Lahiri / Benzinga :...
Sources: in recent months, Nvidia has asked its suppliers to change the design of server racks for Blackwell GPUs several times to overcome overheating problems
PowerEdge XE9712 servers are enterprise-ready Kate Irwin / PCMag : Nvidia's Delayed Blackwell AI Chips Overheating in Servers Matthew Gooding / DatacenterDynamics : Nvidia redesigns 72-GPU AI server r...
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues Andrew Jolly / HPCwire...
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...
During record-breaking holiday, Echo Dot and Fire TV Stick with Alexa remote were #1 and #2 top sellers with “tens of millions of Alexa-enabled devices” sold
And what that might mean for Apple's HomePod Alex Cranz / Gizmodo : Google's mixed 2017 hardware launches, from the stellar Pixelbook to the average Pixel 2 and awful Pixel Buds, highlight why it's lo...
Nvidia beats with Q1 revenue of $1.94B, up 48% YoY, net income of $507M, up 144%, gaming revenue up 49% to $1.03B, thanks to Switch; stock up 14%+
Wednesday, May 10, 2017 Rob Thubron / TechSpot : The Nintendo Switch, AI, and car tech help Nvidia more than double its YoY income Marketwire : NVIDIA Announces Financial Results for First Quarter Fis...