Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made
The chip maker's plan to build AI tech in Texas comes on the heels of a new tariff threat — Chip maker Nvidia unveiled plans Monday …
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 infrast...
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 said on Monday that it has commissioned more than a million square feet of manufacturing space to build and test AI chips …
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in US chips over four years, on top of its $65B commitment in Arizona
- It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.
Intel says CEO Pat Gelsinger retired and left its board on December 1, and names CFO David Zinsner and Client Computing Group GM Michelle Holthaus as co-CEOs
Intel has announced that CEO Pat Gelsinger has retired, effective December 1, and stepped down from the company's board of directors.
TSMC Chair C.C. Wei says the company has held talks with customers over moving its plants off Taiwan as China tensions mount but such a move would be impossible
Taiwanese contract chipmaker TSMC (2330.TW), whose major clients include Nvidia and Apple, said on Tuesday it had held talks …
TSMC expects to resume production overnight after a 7.4 magnitude earthquake, Taiwan's biggest in 25 years, and says “there is no damage to our critical tools”
- Chipmakers move some staff off of unspecified operation areas — The earthquake rocked Taiwan and triggered tsunami warnings
Foxconn and Nvidia announce plans to build “AI factories”, a new class of data centers to accelerate the development of autonomous EVs and industrial robots
Nvidia and Foxconn are working together to build so-called “AI factories,” a new class of data centers that promise …
The European Union strike a provisional deal for its ~$47B Chips Act, which aims to double the bloc's share of global chip output to 20% by 2030
here's everything that's in it Tobias Mann / The Register : Europe finalizes €43B Chips Act it hopes will help free it from foreign fabs Jo He-rim / The Korea Herald : EU Chips Act...
Q&A with Nvidia CEO Jensen Huang on AI's iPhone moment, the DGX Cloud service, the US' export controls, Nvidia's position in the stack in an LLM world, and more
Ben Thompson / Stratechery : Tweets: @bradneuberg , @trengriffin , @wenyee_lee , and @stratechery Tweets: Brad Neuberg / @bradneuberg : Excellent interview between two smart folks...
TSMC begins mass producing 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also promises to build 2nm plants in Taiwan
Taiwan Semiconductor Manufacturing Co. kicked off mass production of next-generation chips Thursday, ensuring the island remains …
TSMC begins mass producing 3nm chips in Taiwan, which need ~35% less power than 5nm chips, following Samsung, and also promises to build 2nm plants in Taiwan
Taiwan Semiconductor Manufacturing Co. kicked off mass production of next-generation chips Thursday, ensuring the island remains …
Taiwan-based GlobalWafers announces plans to build a $5B silicon wafer factory in Sherman, Texas, aiming to reach 1.2M wafers per month, covering all US demand
Yuka Hayashi / Wall Street Journal : Tweets: @scottlincicome , @emiliesimons46 , @wenyee_lee , @chrismeagher46 , and @rm_patterson Tweets: Scott Lincicome / @scottlincicome : Yet ...
UMC and Micron agree to withdraw their IP complaints against each other, with UMC paying Micron a one-time undisclosed sum, following a years-long legal battle
Debby Wu / Bloomberg :
UMC and Micron agree to withdraw their IP complaints against each other, with UMC paying Micron a one-time undisclosed sum, following a years-long legal battle
Debby Wu / Bloomberg :
TSMC chairman Mark Liu on US-China tensions, the push for semiconductor localization in the US, which he says will not improve supply chain resilience, and more
On the northwest coast of Taiwan, nestled between mudflats teeming with fiddler crabs and sweet-scented persimmon orchards … Tweets: @realnickhendo , @johnhering , @trengriffin , @...