🏭 TSMC - emschwartz · Scour

ASML: Three Risks The Market Is Completely Ignoring (NASDAQ:ASML)

💻Chips News

seekingalpha.com

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ASML invites Elon Musk to internal tech event, prompting employee backlash

nltimes.nl··Hacker News

Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks

tomshardware.com

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ASML to Cut Fewer Jobs Than Planned After Union Negotiations

💻Chips News

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Latest In Lithography: JSR up for sale?; FEL; forecasts–chips, memory, EUV

💻Chips News Blog

marklapedus.substack.com··Substack

TSMC expects AI chip shortage to persist for years

Reconstructing Synthetic SDO/AIA 193 A EUV Images from He I 10830 A Observations with Diffusion Model Translator

💻Chips Academic

Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom

💻Chips News

··Hacker News

Unpacking AI: The Hardware Behind AI

💻Chips News

pathtostaff.com··Hacker News

Google is ordering millions of AI chips from Intel as TSMC strains to meet demand

Delivering Automotive-Grade Quality With Customized FinFET Foundation IP

semiengineering.com·

TSMC struggles to keep up with AI demand: ‘We can only support so much’

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ASML’s Surge to Record High Masks Lowball Valuation Versus Peers

💻Chips News

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Customized Foundation IP Enables the Next Generation of Automotive Compute

TSMC chair says CoPoS could scale within years while downplaying risk from Terafab

digitimes.com·

Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies'

💻Chips News

tomshardware.com

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Less-relevant results

IBM CEO: AI Won’t Necessarily Lead To Smaller Headcount

🆕New AI News

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TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

tomshardware.com

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Elon Musk to Attend ASML’s Private Tech Event to Discuss Terafab

💻Chips News

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Credo Stock: Optics Ramp, Margin Upside And Bullish Charts Point To More Upside (CRDO)

🌱Bootstrapping News Discussion

seekingalpha.com

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