With Tesla teaming up with Intel on the “Terafab” initiative and accelerating its push into chip manufacturing, attention in the market is turning to how TSMC will respond. At today’s earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also call...

Fresh off unveiling its Groq 3 LPU—built on Samsung’s 4nm for high-speed inference—at GTC, NVIDIA is already eyeing its next move. Reuters reports the chip giant is preparing a China-compliant version of its Groq AI chips, aiming to navigate export curbs and re-enter the Chinese market. Acc...

As NVIDIA rolled out a wave of announcements at GTC 2026, including its next-gen data center CPU architecture Rosa—named after Nobel laureate physicist Rosalyn Sussman—industry focus is also on how other semiconductor giants fit into Team Green’s plans. Notably, Samsung has expanded its role f...