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01.12.25 - 07:06
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TSMC reportedly set to take over base-die production in HBM4E generation (Digitimes)
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Micron said in its latest quarterly results that it will work with TSMC to produce base logic dies for both standard and custom HBM4E memory. The disclosure highlights a significant shift in how next-generation high-bandwidth memory may be built, as foundries, rather than DRAM makers, begin handling the foundational logic layer of advanced HBM stacks....
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01.12.25 - 05:06
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Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes (Digitimes)
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Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production at its Southern Taiwan Science Park (STSP) wafer fabs but also planning three new 2nm fabs in the same area. This capital expenditure increase over the next three years will boost the entire supply chain, including factory engineering, equipment, and materials suppliers....
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01.12.25 - 03:06
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Jensen Huang visits Taiwan and refutes ODM capacity concerns (Digitimes)
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Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving trip to Taiwan, there are also rumors that Huang made the trip to address ODM shipment issues with the GB300. Supply chain companies clarified that GB300 shipments are proceeding without problems, though pushing output to meet Nvidia's required volume will need an extra push....
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29.11.25 - 18:06
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QEMM Is A Smart Beta Play UP 20% and Ready To Run (24/7 Wall St.)
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While investors have been using investments in S&P 500 ETFs like Vanguard S&P 500 ETF (NYSE: VOO) for significant wealth building, it's easy to overlook the fact that there are literally thousands of companies from emerging markets that are key to the success of top US S&P 500 stocks. For example, Taiwan Semiconductor (NYSE: TSM) ... QEMM Is A Smart Beta Play UP 20% and Ready To Run
The post QEMM Is A Smart Beta Play UP 20% and Ready To Run appeared first on 24/7 Wall St.....
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29.11.25 - 10:30
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TSMC enlists bees to monitor environmental health (Digitimes)
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TSMC, seeking to balance advanced manufacturing with ecological stewardship, has launched a biodiversity initiative centered on one of the planet's most essential pollinators: the honeybee. In partnership with Tunghai University's Department of Life Sciences and local beekeepers in Hsinchu, Taichung, and Tainan, the company has introduced the "Ji Mi" program—TSMC-branded honey—to support bee conservation and strengthen local ecosystems....
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28.11.25 - 07:00
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News zu Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna (Manager-Magazin)
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Unser Newsletter „Tech Update“ liefert wöchentlich exklusive Recherchen, Analysen und News zu Start-ups und Innovationen. Diesmal: Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna....
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