TSMC
5 pieces tagged TSMC.
Pieces
Everyone Is Announcing Capacity. Nobody Is Announcing The Number That Decides It.
Nobody is announcing yield — and only one of those decides whether the wafers are worth selling.
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.
Chips Just Got Flipped Over — Why Your Next AI Chip Gets Power From the Back
For sixty years, a computer chip carried its power and its data on the same side — the front. As transistors shrank to 2nm, that surface ran out of room: the fat power wires choke the thin signal wires and the transistors droop, quietly capping speed.
Is the AI Chip Bubble Bursting? Watch the Fab, Not the Ticker
A Chinese AI model (Kimi K3) helped wipe a trillion dollars off chip stocks this week — the worst week for semiconductors since 2025 — and the internet is screaming "AI bubble." But here's what nobody's telling you: that's a stock story, not a factory story, and they're pointing in opposite directions. In this video…
NVIDIA's Chip Is Finished — It Still Can't Ship (The Real AI Bottleneck)
NVIDIA's fastest AI chip has been finished for months — and it still can't ship. The reason isn't the 2-nanometer transistor everyone's racing toward; it's the very last step, advanced packaging.