Articles tagged “TSMC”
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Intel EMIB Targets TSMC CoWoS in AI Packaging
Intel's EMIB packaging tech is being evaluated for Nvidia's next-gen chips, challenging TSMC's CoWoS dominance as advanced packaging becomes the key battleground in AI hardware.
Apple-Intel Chip Deal: Production Still Years
Trump announced Apple and Intel agreed to a U.S. chip deal, sending Intel stock up 10%. Analysts say the first chips are still 2–3 years out.
Samsung Builds Neuralink Gen-4 Chip on 4nm, TSMC Out
Samsung is making Neuralink's fourth-generation brain chip on its 4nm node. The chip, codenamed O1, supports two-way brain-device communication.
Jefferies Warns AI Rally Faces Correction Risk
Jefferies' Christopher Wood flags elevated correction risk for AI stocks as SpaceX's $1.77 trillion IPO, rising bond yields, and concentrated positioning in Nvidia and TSMC test investor appetite.
TSMC CEO Rules Out Memory-Style Price Spikes
TSMC's CEO told shareholders he won't copy memory chip makers' sharp price hikes, even as AI demand outstrips supply and CFO Wendell Huang won't rule out some increases.
Google Turns to Samsung for AI Chip as Fab Capacity Tightens
Google has chosen Samsung to make a future AI chip as manufacturing slots grow scarce. Samsung is spending $73 billion on chip expansion in 2026, and Google is also eyeing TSMC's U.S.