Amid speculation about TSMC shifting its most advanced nodes to the U.S., the foundry giant is doubling down on Taiwan. According to Commercial Times, TSMC’s Baoshan plant in Hsinchu, a key 2nm hub, will begin accepting pre-orders for the second half of 2025 starting April 1. In addition, its Kaoh...

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...