#TSMC
13 articles with this tag
Most read in #TSMC, last 30 days
Soares says superintelligence risks extinction
Nate Soares tells Nicholas Thompson superintelligence risks extinction and urges chip tracking and diplomacy over alignment fixes.
AI supercycle Enters Year One of a Ten-Year Run
Chip suppliers in Taiwan say AI demand is year one of a ten-year run, led by Phison, TSMC and GBTC.
The Main Topic: Lutnick Pitches US AI Stack
Lutnick pitched US frontier AI as education in a bottle, defended data centers, set a 50% chip target and said Canada talks collapsed.
The 250 People Building Frontier AI Models
250 researchers drive frontier AI, many now see recursive self-improvement within two years, but open models and compute bottlenecks raise urgent security gaps.
AI Spending Justified, Hyperscalers Drive Demand
Celine Woo of Lazard Asset Management discusses justified AI spending, hyperscaler growth, and the demand-supply gap in AI hardware.
Nvidia's AI Chip Rollout & China's AI Race
Nvidia's new AI chips, TSMC's price hikes, and U.S.-China AI talks dominate this Bloomberg Tech episode.
Asia's AI Stock Frenzy: A Warning for Global Markets
Asia's AI stock frenzy is a warning for global markets, with retail investors using leverage and driving up semiconductor stock prices.
PepsiCo, TSMC Earnings Beat Expectations Amid AI Demand
PepsiCo and TSMC report strong earnings, driven by international growth and AI chip demand respectively. Alibaba also unveils a new AI model for 3D content generation.
Arm CEO on AI Chip Demand and Market Shift
Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.
Bessent Summons Bank CEOs on Anthropic's New AI Model
Treasury Secretary Janet Yellen met with top bank CEOs to discuss AI cyber risks. Meanwhile, Anthropic partners with CoreWeave for AI compute, and TSMC surges amid AI demand.
AI Chip Bottleneck: Advanced Packaging Demands Accelerate
The race for AI supremacy hinges on advanced packaging, a critical bottleneck TSMC, Intel, and Samsung are addressing with new technologies and expanded capacity.
AI Angst Divides Markets, Asia Sees Opportunity
The 'AI Scare Trade' is causing a US equities retreat, while Asian markets find unexpected winners in the tech sector amid tariff policy shifts.
