Newswire
July 2026
- Nvidia rival Etched raises $800M with backing from Jane Street and a TSMC-linked fund
- TSMC taps Nvidia AI to speed up next-gen chipmaking
- Nomura/Instinet raises TSMC price target with Buy rating; forecasts +37%/+30% USD revenue growth in 2026F/2027F, aggressive CoWoS capacity expansion to 2M units by 2027F, and 5-10% price hikes on N2/N3/N5 nodes
- Etched emerges from stealth with working transformer-inference ASIC, $800M raised, $1B+ in customer contracts
May 2026
April 2026
- China warns US chip export legislation would severely disrupt global semiconductor supply chains
- TSMC Unveils Semiconductor Roadmap Through 2029 With A12, A13, and N2U Nodes
- Tesla unveils AI5 processor sample with claimed 40X performance boost over predecessor
- TSMC's CoWoS advanced chip packaging revenue grows at 80% CAGR as Nvidia reserves capacity
- Elon Musk's Terafab Chip Venture Partners With Intel, Details Remain Unclear
- Intel joins Musk's Terafab project alongside Tesla, SpaceX, and xAI
- Intel partners with Elon Musk to build Terafab AI chip factory in Texas
- Intel Stock Climbs After Joining Musk's Terafab Chip Manufacturing Project
- TSMC Reportedly Planning 12 Fabs and Four Packaging Facilities in Arizona as Part of US Expansion
- Chinese Chip Firms Post Record Revenue as AI Demand and US Export Curbs Drive Domestic Boom
March 2026
- Arm Builds Its Own Chip for the First Time, for AI, and Meta Gets Dibs
- Musk says Tesla, SpaceX, xAI chip project to kick off in Texas
- NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI Era
- Nvidia halts China-bound H200 production and shifts TSMC capacity
February 2026
- SMIC warns rushed AI chip capacity buildout risks idle data centers
- [News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips
- Silicon Photonics In The Data Center: What A CMOS Exec Needs To Know
- MediaTek plans to double data center spending
- MediaTek Analyst Day outlines data center ASIC push for AI