At GTC 2025, NVIDIA unveiled Spectrum-X and Quantum-X silicon photonics switches, scaling AI factories to millions of GPUs while cutting energy and costs. Taiwan’s supply chain plays a key role, with TSMC’s COUPE (Compact Universal Photonic Engine) integrating 65nm electronic and photonic ICs in...

In December 2024, industry sources indicated that TSMC's 2nm trial production yield had exceeded 60%, sparking speculation about its first adopters. However, according to Wccftech, Apple—a major TSMC customer known for consistently seeking a competitive edge through advanced manufacturing processe...

As tech giants race to develop their own AI chips, Google is advancing its Tensor Processing Unit (TPU) to the next generation. Reuters, citing The Information, reports that Google plans to partner with Taiwan’s MediaTek on its 7th-generation TPU, set for production in 2026. The chip is expecte...

Is the new U.S. Chip National Team in the making? According to Reuters, TSMC, after an additional $100 billion in the American soil on March 3rd, has reportedly approached NVIDIA, AMD, Broadcom, and Qualcomm about investing in a joint venture to run Intel's foundry operations. The report suggests...

Tech giants are ramping up in-house AI chip development to cut costs and reduce reliance on NVIDIA, and Meta is following suit. According to Reuters, Meta is testing its first in-house AI training chip, while another Commercial Times report suggests the chip will be built on TSMC’s 5nm process, wi...