🏭 TSMC - emschwartz · Scour

Global AI chip suppliers compete as TSMC remains top foundry partner 💻Chips

digitimes.com·3d

Taiwanese chip makers call on government to stockpile helium, LNG — TSIA pleads for strategic supplies as US and Iran sign ceasefire in Middle East 💎Semiconductor Trade

tomshardware.com

·2d

TSMC posts record revenue again as AI chip demand shows no sign of slowing 💻Chips

qz.com·21h

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (... 💻Chips

techmeme.com·2d

The Tightrope Walk of Democratic Defense: Lessons from Taiwan’s Platform Governance Challenge 💹Platform Economics

justsecurity.org·20h

The Iran War and Hormuz shutdown have disrupted oil, gas, and helium exports and threatened data centers and investments in the Gulf states. 🔗Technology Supply Chains

threadreaderapp.com·19h

The dual self-assembly network: A new chapter in 3D-printable hydrogels 💎EUV Lithography

phys.org·5d

Chip Industry Week In Review 💻Chips

semiengineering.com·1d

Taiwan: The Island Built for Bicycles 🚴Bike Infrastructure

rado.bg·20h

Taiwan Semiconductor Is Setting Up For Another Beat (Preview) (NYSE:TSM) 💎Semiconductor Trade

seekingalpha.com

·2d

TSMC’s Sales Beat Estimates After War Fails to Dent AI Demand 💎Semiconductor Trade

bloomberg.com

·1d

The chips chokehold that could end the AI investment boom 🔗Technology Supply Chains

ft.com

·1d

Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends 💻Chips

tomshardware.com

·4d

Taiwan Exports Surge to Record as AI Demand Outweighs Iran Woes 💎Semiconductor Trade

bloomberg.com

·1d

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives 💻Chips

digitimes.com·3d

TSMC’s AI Grip Tightens Further (NYSE:TSM) 💎Semiconductor Trade

seekingalpha.com

·1d

China intensifies efforts to poach semiconductor talent from Taiwan, claims report — international restrictions motivate illicit efforts to obtain talent and equipment 💎Semiconductor Trade

tomshardware.com

·2d

A Taiwan intelligence report to lawmakers says China is targeting Taiwan to obtain its chip manufacturing tech and talent to break through global "containment" ... 📜Semiconductor Policy

techmeme.com

·4d

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC 🚫Economic Sanctions

digitimes.com·3d

TSMC reports Q1 revenue up 35% YoY to ~$35.6B, above est., suggesting global chip demand remained intact during the first weeks of the war in the Middle East (D... 💻Chips

techmeme.com·1d

No more posts from emschwartz's subscribed feeds.

Scour all 23840 feeds Learn more about Feeds