HPC News Bytes 20250728: US AI Action Plan; STMicro Sensors Acquisition; NVIDIA H20, TSMC and Shifting GPU Export Policy

Good July day to all! The HPC-AI sector rolled forward over the past week generating its usual harvest of news, here’s a fast (6:33) review of recent developments ….

HPC News Bytes 20250707: The Eye-Popping AI Server Market, the European Quantum Act, TSMC’s Arizona 3nm Fab, EDA for China

A happy July day to you! Interesting developments took place in the world of HPC-AI notwithstanding the short holiday week (in the U.S.), here’s ….

TSMC Announces May Revenue 40% YoY Increase

HSINCHU, Taiwan, R.O.C. – June 10, 2025 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2025: On a consolidated basis, revenue for May 2025 was approximately NT$320.52 billion, a decrease of 8.3 percent from April 2025 and an increase of 39.6 percent from May 2024. Revenue for January through May […]

TSMC to Add Chip Design Center in Germany for AI, Other Sectors

TSMC announced today it will open a new chip design center in Munich by the third quarter of this year, something viewed as European Union victory as it pursues self-reliance in chip production. According to an article on the MarketScreener (with Reuters) ….

TSMC to Add Chip Design Center in Germany for AI, Other Sectors

TSMC announced today it will open a new chip design center in Munich by the third quarter of this year, something viewed as European Union victory as it pursues self-reliance in chip production. According to an article on the MarketScreener (with Reuters) ….

News Bytes 20250428: TSMC’s A14 Fab, Intel’s New CEO: ‘We Need to Change’

Good end-of-April to you! Here’s a quick (8:05) review of recent doings in the world of HPC-AI, including: the Salishan Conference takes on HPC-AI divergence and FugakuNext zettascale, TSMC’s A14 fab, Intel’s 18A fab and AmKor CoWoS packaging in Arizona, Intel’s earnings, new AI compute and Lip Bu Tan’s warning ….

HPC News Bytes 20250428: Zettascale at the Salishan Conference, TSMC’s A14 Fab, Intel’s New CEO: ‘We Need to Change’

Good end-of-April to you! Here’s a quick (8:05) review of recent doings in the world of HPC-AI, including: the Salishan ….

News Bytes 20250421: Chips and Geopolitical Chess, Intel and FPGAs, Cool Storage, 2nm CPUs in Taiwan and Arizona

Good April morning to you! It’s been an active week in the world of HPC-AI, here’s a quick (8:43) rundown of recent industry news: Nvidia, AMD and China export rules, Intel sells part of FPGA business, storage investments soar, 2nm coming to Taiwan and Arizona

TSMC Reports Q1 YoY Revenue Growth of 42%

HSINCHU, Taiwan, R.O.C., Apr. 17, 2025 — TSMC (TWSE: 2330, NYSE: TSM) today announced consolidated revenue of NT$839.25 billion, net income of NT$361.56 billion, and diluted earnings per share of NT$13.94 (US$2.12 per ADR unit) for the first quarter ended March 31, 2025. Year-over-year, first quarter revenue increased 41.6%, while net income and diluted EPS […]

AMD Announces ‘Venice,’ First HPC Chip on TSMC 2nm Process from Arizona Fab

AMD (NASDAQ: AMD) announced its next-generation AMD EPYC processor, “Venice,” and said it is the first HPC product to be taped out and brought up on the TSMC 2nm (N2) process technology.