TSMC SVP Kevin Zhang says the company plans to open an advanced chip packaging plant in Arizona by 2029 and that construction has begun
Taiwan Semiconductor Manufacturing Co (2330.TW) plans to open a chip packaging plant in Arizona by 2029, an executive told Reuters.
A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more
SemiAnalysis : LinkedIn: Igor Elkanovich LinkedIn: Igor Elkanovich : See below an excellent paper on Co-Packaged Optics (CPO). A conclusion is that Scale Up network is a killer application and TSMC'...
A deep dive into co-packaged optics, long promised to transform data center connectivity, covering benefits, challenges, architecture, key companies, and more
Scale-out and Scale-up CPO, CPO TCO and Power Budgets, DSP Transceivers vs LPO vs NPO vs CPO, TSMC COUPE, MZM vs MRM vs EAM Modulator Deep Dive … LinkedIn: Igor Elkanovich LinkedIn: Igor Elkanovich : ...
Elon Musk says Tesla's AI5 chip will be made by Samsung in Texas and TSMC in Arizona, with the “oversupply” of chips not used by Tesla going to his data centers
Elon Musk, on the AI5 chip, which is 40x better than the AI4 chip [image] Ed Ludlow / @edludlow : Musk's clarification on Samsung seems important. He's saying Samsung is involved in the AI5 process. P...
At TSMC Arizona, Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, representing that Blackwell has reached volume production
chips still need to be shipped back to Taiwan to complete the final product NVIDIA : The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the U...
TSMC opens a joint research lab with the University of Tokyo, the company's first with a university outside Taiwan, expanding a relationship that began in 2019
Nikkei Asia :
TSMC plans to open a design center in Munich in Q3 2025 to support European customers in designing chips for automotive, industrial, AI, and IoT applications
Taiwan Semiconductor Manufacturing Co (2330.TW), the world's largest contract chipmaker, said on Tuesday it will open a design centre in Munich …
Nvidia plans to build an AI supercomputer with Foxconn and Taiwan's government that will support local researchers and enterprises; TSMC plans to use the system
The company also said it is deepening partnerships with Taiwan's system manufacturers — Nvidia is deepening its partnerships …
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
Sources: OpenAI is finalizing its first in-house chip design in the next few months, to cut its Nvidia reliance, and plans to send it for fabrication at TSMC
OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia (NVDA.O) for its chip supply by developing its first generation …