Taiwan giant turns to local partners as packaging crunch bites

TSMC is stuffed to the rafters with CoWoS orders, and the AI industry is sweating over it, although the company seems to have a cunning plan.

Big Tech outfit turns its custom silicon into a serious threat

Google’s custom silicon is giving Nvidia a proper fright as the search outfit’s tensor processing units help its Gemini 3 models overtake OpenAI’s latest efforts.

Insists it has done nothing wrong as talent wars flare up

Troubled Chipzilla is digging in after TSMC accused one of its newly hired vice presidents of breaching a nondisclosure agreement.

Job's Mob can't hide behind its walled garden for much longer

The AI boom is giving TSMC a roaring tailwind while the Fruity Cargo Cult Apple clings to its glory years and hopes no one notices it has not invented a genuinely new product in yonks.

A not-quite-flagship aiming to look harder than it is

Qualcomm has pushed out another Android chip, and it seems ready to elbow its way into the phones that chase flagship swagger without paying flagship money.

Taiwan’s chip colossus digs deeper into its pockets

The boss of the world’s biggest chip foundry has admitted that TSMC cannot churn out enough silicon to satisfy the world’s appetite.

Taiwan’s chip titan bristles as a retired strategist jumps ship

TSMC has kicked off a probe into former vice president of corporate strategy Lo Wen jen after he leapt from retirement into a new gig at Troubled Chipzilla.

US customers eye local options

Advanced packaging is shaping up to be a massive prospect for Troubled Chipzilla as US chip designers start sniffing around for someone nearby to wrap their shiny silicon.

Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

Packaging kit gets unexpected love as TSMC struggles to keep up

Troubled Chipzilla's EMIB and Foveros packaging tricks, long overshadowed by TSMC’s dominance, are finally being treated as viable alternatives.