Foundries

2 pieces tagged Foundries.

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The Most Important Monopoly in AI Just Cracked (It's Not Nvidia)

A $200B deal just cracked the most important monopoly in tech — and it's not Nvidia. It's the company that MAKES Nvidia's chips: TSMC, which quietly builds ~70% of the world's advanced AI silicon and, for years, had no real rival.

31 Jul 20262:29tip inside

The Real AI Chip War Is Not About Beating Nvidia

The company quietly winning it is not in most of the headlines.

05 Jul 2026video