Epyc chips fuel AMD’s stunning datacenter comeback

AMD has pulled off a massive comeback in the server CPU market, snatching half the pie from Intel in just a few quarters.

AMD and Nvida forced to swallow higher prices

Getting cutting-edge chips out of TSMC’s US fabs is proving far pricier than sticking with its tried-and-tested Taiwan plants, but big tech doesn’t have much choice right now.

Chip giant warns of tariff risks despite surging demand

TSMC stunned the cocaine nose jobs of Wall Street on Thursday with a 61 per cent year-on-year jump in second-quarter profit, smashing records and beating expectations thanks to relentless demand for artificial intelligence silicon.

Rumoured to be 55 per cent

Analysts at KeyBanc reckon Intel’s 18A yields have inched up to 55 per cent which is a modest five per cent improvement quarter-on-quarter.

AI chip boom lifts orders, but tariffs and uncertainty bite

Dutch chipmaking kit supplier ASML has shrugged off some tariff fears with better-than-expected results, though it is hardly brimming with confidence about the future.

Intel taps TSMC for hybrid N2 and 18A process

Troubled Chipzilla has taken the next step in its endless comeback saga, with its Nova Lake CPUs reportedly taped out on TSMC’s shiny N2 node. It’s the latest sign that Intel’s once-proud fabs still can’t do it all alone.

Snapdragon Wear W6 ditches recycled silicon for something bespoke

The dark satanic rumour mill has manufactured a hell on earth yarn claiming that Qualcomm is finally going to take the wearable market seriously.

There is a fight on for second place

Troubled Chipzilla appears to be clawing its way back into the semiconductor race, at least according to a research note from KeyBanc Capital Markets.

Thanks to AI

Taiwanese chipmaker TSMC has laughed all the way to the bank this quarter, reporting revenue of T$933.8 billion or about €26.1 billion, which beat market expectations and its own guidance.

Chipmaker races Trump tariffs as Samsung’s fab stands idle

While Samsung’s much-hyped Texas fab is still sitting around looking pretty, struggling to find buyers, TSMC is bulldozing ahead with its American chip-building binge.