TSMC March 2024 Revenue Report: Up 34% YoY

HSINCHU, Taiwan, R.O.C. – Apr. 10, 2024 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2024: On a consolidated basis, revenue for March 2024 was approximately NT$195.21 billion, an increase of 7.5 percent from February 2024 and an increase of 34.3 percent from March 2023. Revenue for January through March […]

TSMC in the USA: Up to $6.6B in CHIPS Act Funding for 3rd (2nm or More) Arizona Fab

TSMC announced it has signed a preliminary agreement with the U.S. Dept. of Commerce for up to $6.6 billion under the CHIPS and Science Act. TSMC also announced plans to build a third fab at its TSMC Arizona site in  Phoenix using 2nm or more processes….

HPC News Bytes 20240408: Chips Ahoy! …and Quantum Error Rate Progress

A good April morning to you! Chips dominate the HPC-AI news landscape, which has become something of an industry commonplace of late, including: TSMC’s Arizona fab on schedule, the Dutch government makes a pitch to ASML, Intel foundry business’s losses, TSMC expands CoWoS capacity, SK hynix to investing in Indiana and Purdue, Quantinuum and Microsoft report 14,000 error-free instances

Reports: TSMC Advanced Chip Fab Back on Schedule in Arizona; Dutch Government Announces Support for ASML

A news report from a Chinese news outlet states that chip producer Taiwan Semiconductor Manufacturing Company (TSMC) may have overcome earlier problems at its Arizona advanced-chip fabs….

HPC News Bytes: IndiaAI Mission, New Fabs around the World, Atos-Eviden

A happy mid-March day to you. Last week in the world of HPC-AI the emphasis was on the latter, including: the expanding IndiaAI Mission will include a 10,000-GPU supercomputer, TSMC’s biggest customers, countries court chip manufacturers for local fabs….

HPC News Bytes 20240304: GPU Scarcity, Global Fab Capacity Boost, AI Hurdles and Singapore’s AI Training Strategy (Including Mid-Careerists)

A good March morning to you! Forthwith is a fast (5:51) run-though of recent HPC-AI news, including: The GPU shortage; HPE, Dell financial results, GPU allocations, new Intel fabs….

TSMC Opens JASM Chip Fab Subsidiary in Japan

KUMAMOTO, Japan, Feb. 24, 2024 – TSMC (TWSE: 2330, NYSE: TSM) held an opening ceremony for its majority-owned subsidiary Japan Advanced Semiconductor Manufacturing, Inc. (JASM) in Kumamoto Prefecture, Japan, bringing together suppliers, customers, business partners, academia and the Japanese government to show appreciation for their continued support and the joint effort that led to the […]

Trillions for Chips: A Roiled Semiconductor Industry Strains to Meet AI Demand

We’re seeing the chip industry’s version of the scientific aphorism: “nature hates a vacuum.” The vacuum is the short supply of – and vast demand for – AI chips, and it’s roiling the semiconductor industry. Chip foundry companies TSMC, Intel and Samsung are straining to expand GPU fab capacity….

Chip War: Banned NVIDIA GPUs Trickle into China, TSMC Shares Jump on AI

The advanced chips sector and its geopolitical significance is in the news this week as a Reuters story reports that “Chinese military bodies, state-run artificial intelligence research institutes and universities have over the past year purchased small batches of NVIDIA semiconductors,” including….

HPC News Bytes 20240103: Gelsinger on Moore’s Law, TSMC 1nm Plans, Huawei Financials, DARPA’s Quantum Project

All the best to everyone in 2024! A number of interesting things happened in HPC-AI last week, here’s a brief (5:18) run-down: Gelsinger’s updated Intel view on Moore’s Law; TSMC’s 1nm chip plans, Arizona fab labor dispute; Huawei’s improved financials,; DARPA’s “utility scale” quantum….