Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials
TSMC's capacity struggles are turning into a boon for Intel. — As the Taiwanese chip making giant struggles to meet overwhelming demand …
TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years
Taiwan Semiconductor Manufacturing Co.'s global chip supply will fall short of AI-fueled demand for years to come …
TSMC's stock rally in Taiwan has outpaced its US-listed shares in 2026, narrowing its ADR premium to 13.7%, a two-year low, driven by local investor optimism
MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth
TAIPEI — MediaTek says it has started working with Intel for advanced chip packaging in addition to its existing relationship with TSMC …
Source: TSMC CEO C.C. Wei told staff that they will see a 30%+ bump in their profit-sharing payouts in 2026 on average, after some staff voiced concerns online
Taiwan Semiconductor Manufacturing Co. chief C.C. Wei told staff they'll see more than a 30% bump in their profit-sharing payouts …
Sources: Intel has begun testing production of “low-end/legacy iPhone, iPad, and Mac processors”; Apple recognizes TSMC's resources will keep tilting toward AI
... Apple has kicked off low-end/legacy iPhone, iPad, and Mac processors at Intel on the 18A-P series (using Foveros packaging).
Sources: Intel has begun testing production of “low-end/legacy iPhone, iPad, and Mac processors”; Apple thinks TSMC's resources will continue tilting toward AI
... Apple has kicked off low-end/legacy iPhone, iPad, and Mac processors at Intel on the 18A-P series (using Foveros packaging).
Sony reports Q4 revenue up 8% YoY to ~$19.4B, above ~$18.4B est., ~$1.06B operating profit, below ~$1.7B est., and forecasts FY 2027 net profit up 13% to ~$7.4B
PlayStation CEO lays out plan to use AI for future game developmentCris Tolomia /Yahoo Finance:Sony FY2025 earnings: profit forecast, PS5 sales, share buybackKyodo News:Nintendo expects fall in FY 202...