Says Low-NA is still pulling its weight
TSMC appears to be in no rush to adopt ASML’s pricey High-NA EUV machines, despite rivals like Troubled Chipzilla already scribbling them into future roadmaps.
TSMC puts design boots on the ground in Germany
Munich centre adds European edge to Taiwan’s global chip dominance
TSMC has given Brussels something to gloat about by announcing a new chip design centre in Munich.
Elon, Altman and Huang trot out for Redmond’s power play
Software King of the World, Microsoft flexed its cloud muscle this week, wheeling out its AI mates and fresh software toys in a pitch to dominate the artificial intelligence land grab.
Nvidia ramps up Blackwell AI rack shipments
Suppliers fix mess, shipments rise, and Jensen breathes easier
Nvidia's kit partners have finally sorted out the mess that was delaying its flagship Blackwell AI server racks, and now the silicon is flowing just in time for the chipmaker’s next earnings pitch to the cocaine nose jobs of Wall Street.
Intel, Micron, Qualcomm say tarrifs could blow up their supply chains
Troubled Chipzilla has joined forces with Micron and Qualcomm to tell the Trump administration to pack in the semiconductor tariff sabre-rattling.