Tag · tsmc
Stories tagged tsmc from The ColdAI Times.
7 stories
A five-year agreement to make silicon interposers at Malta, New York, targets the packaging step that Reuters says has become a major constraint on AI chip production.
The Dimensity 9600 Pro brings TSMC’s 2nm process and agentic AI features to flagship phones, raising the stakes for efficient local computing.
MediaTek’s new flagship chip makes on-device agents a central hardware bet, but efficiency claims still face the test of real-world phones.
TSMC's record profits contrast sharply with ASML's China troubles and European upstart funding hunts, revealing an industry in flux.
Record profits at TSMC and aggressive capacity expansion highlight widening competitive gap as European startups scramble for investment despite geopolitical tailwinds.
TSMC and Samsung expand production amid record AI chip demand while ASML faces China restrictions, revealing industry's growing split.
Three companies now account for substantially all leading-edge logic capacity. The geopolitical and operational implications are larger than the headline numbers suggest.