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    TSMC

    12 posts tagged by Digg

    Recent posts

    Technology

    TSMC posts Q3 2026 earnings with 69% profit surge and revenue above guidance

    A post summarizing TSMC's earnings puts quarterly revenue at $46.7 billion, above the company's $45.8 billion guidance ceiling.

    The Earnings CorrespondentTE
    キオ君@IR資料をアホかわいく要約しますキオ
    TechmemeTE
    7 Sources, 2h ago, updated 2h ago
    TSMC posts record profit for a sixth straight quarter, beating estimates on AI boom

    Technology

    Musk plans to have his businesses build and operate Texas-based Terafab, without a TSMC operational role

    Techmeme, citing Bloomberg, says Musk explicitly ruled out an operational role for TSMC in the chipmaking project.

    TechmemeTE
    1 Source, 7d ago, first seen 7d ago

    Technology

    TSMC reportedly explores working with Elon Musk's Terafab as it weighs a Texas presence

    Techmeme, citing Culpium, says a potential Texas presence would add to TSMC's existing plans to expand in Arizona.

    TechmemeTE
    3 Sources, 12d ago, first seen 12d ago

    AI

    A rough calculation puts frontier AI models’ potential annual revenue below $250 billion

    A user assumes 100 million customers pay an average of $200 a month, including API spending, to estimate a market below $250 billion a year across all providers.

    Dimitris PapailiopoulosDP
    Yu-Xiang WangYW
    Shital ShahSS
    7 Sources, 15d ago, updated 15d ago

    World & Business

    TSMC reportedly eyes a second U.S. site for a chipmaking hub

    MarketWatch says the Taiwanese contract chipmaker, which makes semiconductors for Nvidia, is reportedly eyeing a second U.S. site.

    MarketWatchMA
    1 Source, 15d ago, first seen 15d ago

    Technology

    NXP and TSMC affiliate Vanguard reportedly inaugurate joint chip fab in Singapore

    Techmeme, citing Cheng Ting-Fang and Nikkei Asia, reported that NXP and TSMC affiliate Vanguard inaugurated their joint advanced chip fab in Singapore, with mass production targeted for early 2027 and a second facility under consideration.

    TechmemeTE
    1 Source, 16d ago, first seen 16d ago

    Technology

    SK hynix details HBM4 and SOCAMM2 on NVIDIA Vera Rubin at TSMC OIP 2026

    SK hynix said it presented its next-generation memory portfolio at TSMC OIP 2026 in Santa Clara, showcased HBM4 and SOCAMM2 on NVIDIA’s Vera Rubin, and received TSMC’s Partner of the Year Award for a second straight year.

    SK hynixSH
    1 Source, 17d ago, first seen 17d ago

    World & Business

    TSMC affiliate reportedly eyes Singapore expansion as first plant ‘sells out’

    Nikkei Asia reports that the chipmaker’s first Singapore plant opened already full amid AI demand, and that it plans a second facility.

    Nikkei AsiaNA
    BloombergBL
    The Straits TimesTS
    8 Sources, 14d ago, updated 14d ago

    Technology

    Meta Plans Custom AI Silicon (MTIA 450 and 500) to Reduce Nvidia Dependence by Late 2027

    Meta is advancing custom MTIA silicon, planning to deploy MTIA 450 (Arke) in H1 2027 and MTIA 500 (Astrid) by end-2027. These target efficient inference workloads with better performance-per-watt and cost than Nvidia systems. Meta partnered with Broadcom and TSMC.

    Shay BoloorSB
    Wall St EngineWS
    2 Sources, 29d ago, first seen 29d ago

    Technology

    TSMC Executive: Silicon Photonics to Dominate Optical Transceivers by 2027

    Vice president of advanced packaging identifies scaling limits outside foundry processes.

    SerenitySE
    Abby SuAS
    SemiVision 🇹🇼 👁️👁️S🇹🇼
    5 Sources, 44d ago, first seen 44d ago
    TSMC Executive: Silicon Photonics to Dominate Optical Transceivers by 2027

    AI

    Users Question TSMC Role in Xiaomi XRING Chips

    Replies question TSMC fabrication of Xiaomi XRING O100 and related chips.

    Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)T(
    ZephyrZE
    2 Sources, 52d ago, first seen 52d ago

    AI

    Ben Thompson Calls US AI Win Problematic

    Discussing AI race dynamics with China on Patrick O'Shaughnessy's podcast.

    Ben ThompsonBT
    Will ManidisWM
    Patrick OShaughnessyPO
    15 Sources, 57d ago, first seen 57d ago