AI inference startup Etched raised $800M from investors including Jane Street and a TSMC-linked venture firm, and says it has signed sales contracts worth $1B
AI inference startup Etched raised $800M from investors including Jane Street and a TSMC-linked venture firm, and says it has signed sales contracts worth $1B
Nvidia rival says it has raised $800 million and has $1 billion in contracts. — AI chip startup Etched said it has raised $800 million …
A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US
A silicon wafer reflecting Subramanian Iyer, a specialist at the University of California, Los Angeles, in a technology called advanced chip packaging.
How Taiwan's Hsinchu Science Park, home to TSMC, became especially wealthy; one neighborhood reported 2023 average household incomes of $146K+, ~5x the average
Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, Tesla, and other companies as AI demand strains TSMC's capacity
TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services …
Sources: Google is in talks with Samsung to manufacture a memory input-output die for Icefish, its 10th-generation TPU, and TSMC will make the computing engine
Sources: Google is in talks with Samsung to manufacture a memory input-output die for Icefish, its 10th-generation TPU, and TSMC will make the computing engine
Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips …
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 …