TSMC to increase capex by 34%, driven by AI spends and N2 node ramp. Peak margins expected, but structural improvements may ...

TSMC's revenue from AI accelerators tripled in FY24 and is expected to double in FY25, supported by increased CAPEX for ...

TSMC is on a roll as it just reported fourth-quarter revenue up 37% year-over-year to $26.88 billion. What TSMC calls ...

AMD's next-generation UDNA GPU architecture will be fabbed on TSMC N3E, new flagship Radeon GPU is in development, leaker ...

TSMC says it is close to impossible to ramp up a leading-edge node in the U.S. and bureaucracy and distance are to blame ...

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 ...

According to the leaker, AMD's next-generation GPUs based on its unified GPU technology known as "UDNA" will be fabricated on ...

AMD is planning to develop its next-generation CCD, implementing the Zen 6 microarchitecture, using TSMC’s 3nm N3E process ...

The leak highlights the development of GPUs based on the new UDNA architecture, which will succeed the current RDNA. These ...

The company considered using Intel Custom Foundry (ICF) and Texas Instruments but quickly realized the ICF was not tailored ...

TSMC's N2 (2nm) process node is "well on track" for volume production in the second half of 2025, as scheduled, Wei said.