Intel's $13.4B Gamble: Can It Steal Nvidia and Broadcom from TSMC--or Is This Another Pipe Dream?
Intel is testing its last shot at redemption. Nvidia and Broadcom are interested--but will they actually commit?
Intel's divisions in spotlight as TSMC, Broadcom circle
Intel rivals Taiwan Semiconductor Manufacturing Co and Broadcom are reportedly exploring potential deals that could split the ...
Ming-Chi Kuo Dismisses Nvidia Order Cut Speculation Amid Intact AI Demand, Confirms TSMC Expansion On Track
Ming-Chi Kuo has debunked rumors of a major reduction in Nvidia's 2025 CoWoS wafer orders at TSMC, confirming expansion remains on track.
Who's a bigger customer for TSMC – Nvidia or Apple?
Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.
TSMC takes 'chip binning' to a whole new level as entire wafer 'found in a dumpster'
The aptly monikered Redditor, AVX512-VNNI, says the wafer, which appears to be fully intact, was found discarded at TSMC's ...
The number Wall Street analysts zeroed in on during Nvidia's earnings call
Nvidia CFO Colette Kress said gross margins are expected to be in the "low 70s" as Blackwell production ramps up before ...
Nvidia sets timeline for Blackwell Ultra GPUs, teases Vera Rubin architecture for 2026
This mid-cycle refresh of the Blackwell architecture promises significant improvements over its predecessors. The B300-series ...
Nvidia's long-awaited Arm-based chip for PCs reportedly spotted running Geekbench very badly
Ostensibly, the scores for the new Nvidia chip look terrible (via X user Jukanlosreve ). It racks up just 1,169 single-core ...