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Has Nvidia and TSMC ever been closer? No, not in the 30+ years I have witnessed. I have no doubt that Nvidia will work with Intel and Samsung but their partnership will always be with TSMC, absolutely.
At the beginning of 2025 I guessed that TSMC revenue would grow 40%. Lucky guess! Especially...
TAIPEI (Taiwan News) – Nvidia Corporation CEO Jensen Huang (黃仁勳) thanked Taiwan Semiconductor Manufacturing Company at its annual sports day Saturday for its help in founding his company.
For his fourth visit to Taiwan this year, Huang flew in to Tainan Friday to tour TSMC’s advanced...
(Reuters) -OpenAI CEO Sam Altman on Friday doubled down on the company's ask for the U.S. to expand eligibility for a Chips Act tax credit, as the country accelerates efforts to secure its position as a global leader in artificial intelligence.
Altman's comment follows OpenAI Chief Global...
Agree 100%. I use Grok, it is better than ChatGPT for what I do. If you consider the amount of data Elon Musk ventures take in it seems like a huge AI advantage. I'm sure Lip-Bu knows this and will court Elon accordingly. Tesla taking a stake in Intel is probably on the table. GO INTEL!
Sam Altman said the same thing a while ago:
https://semiwiki.com/forum/threads/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai.19588/
Elon is chasing Sam Altman. It seems like a really good fit for Intel Foundry but I would get the money in advance. Elon can have the...
If you believe the media the Samsung 2nm fab in Texas is in serious trouble. Also, the Samsung 2nm wafer prices are ridiculously low so how can Samsung make any money? Intel would be a great partner for Musk ventures. Go Lip-Bu!
SAN FRANCISCO (Reuters) -CEO Elon Musk on Thursday said Tesla (TSLA) probably will have to build "a gigantic chip fab" to make artificial intelligence chips and publicly mused the EV maker could work with Intel (INTC).
Tesla is designing its fifth-generation AI chip to power its autonomous...
This video has everything: Drama, special effects, product placement, and fantasy! :ROFLMAO:
Rising from the Texas plains is one of the most ambitious projects in U.S. history — Samsung’s $50 billion semiconductor factory in Taylor, Texas. Originally announced in 2021 as a $17 billion plan...
He is not wrong:
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers worldwide.”
It is all about the ecosystem and the US must do better to get along with the world if we are to lead. I have been in the...
“Captain” Jonah Cheng Says the AI Bubble Is Two Years Away — Watch for These Two Warning Signs
True to his famously blunt — some would say tactless — style, Cheng didn’t hold back. He believes the historic AI bubble is at least two years away from bursting.
One early sign to watch, he said...
This is what I'm talking about! Go AI! Cut those medical costs!
On November 6, 2025, Microsoft announced the formation of the MAI Superintelligence Team, a dedicated unit aimed at developing artificial intelligence vastly superior to humans in specific domains, beginning with medical...
This topic came up at an event I attended last night. It was deemed a fraud but we shall see. Dylan Patel's name came up as well. I hope he does not get tangled up in this.
One opinion of Dylan Patel rang true and this was from a person who has worked with him in the past. "Dylan is like AI...
The other interesting question that came up was when will the semiconductor industry hit $1T. It has been asked many times over the last couple of years. Last night the answers were much more positive meaning it will happen before 2030. My guess was 2030 a while back because I like even numbers...
I watched a panel last night with noted semiconductor professionals, including Dr. Ann Kelleher (retired Intel) talk about the AI bubble. I lost a couple of IQ points watching these people babble on about something they were not qualified to articulate, and I can assure you they had that...
TSMC does platforms for specific market segments. Automotive, Mobile, HPC, etc... Quantum might be under HPC like AI or it may have it's own platform. Either way TSMC will play an important role in the quantum wave.
Good question.
Right now TSMC is still focusing on AI. TSMC was early to the AI train so they will continue to lead the charge for years to come. Quantum computing will be big, maybe not as big as AI, but it will be 10-20 years from now, my opinion. TSMC will need to see some quantum chip...
TAIPEI, Taiwan--(BUSINESS WIRE)--United Microelectronics Corporation (NYSE: UMC; TWSE: 2303) (“UMC”) today reported unaudited net sales for the month of October 2025.
Additional information about UMC is available on the web at https://www.umc.com.
Contacts
Michael Lin / David Wong
UMC...
Hopefully this is already happening. That is how it is generally done with AI. As a pilot myself this is critical to our safety. I watch a Youtube channel called Pilot Debrief. A former military and current commercial pilot goes through the FAA reports and does a root cause analysis on air...
