#tsmc

@TheBadPlace@mastodon.ozioso.online · Jun 03, 2026

The Guardian | Chip, chip ... boom? South Korea tech makers join the trillion-dollar club but some fear a short-circuit looms by Mark Saunokonoko AI generated summary, Read the full article for complete information. South Korea’s Kospi index surged past the 8,000‑point mark to an all‑time high of 8,880 in late May 2026, fueled by a “once‑in‑a‑generation” demand surge for AI‑related semiconductor chips; the rapid rise of chipmakers SK Hynix and Samsung—both newly valued at over $1 trillion—accounted for roughly 70 % of the market’s 220 % gain over the past year, prompting Goldman Sachs to lift its 12‑month target to 9,000, while analysts warn that the heavy reliance on just two firms makes the index vulnerable to AI‑spending cycles, supply‑chain shocks, and a potential bubble, as reflected by an unusually high Kospi VIX of 75 that signals panic‑buying despite the rally. Read more: https://www.theguardian.com/world/2026/jun/03/south-korea-ai-boom-tech-companies-trillion-dollar-club-kospi- #SamsungElectronics #SKHynix #TSMC #aiartificialintelligence #stockmarkets #JensenHuang

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 27, 2026

qwant news | Biohub, a Mark Zuckerberg- and Priscilla Chan-funded institute, releases “a world model of protein biology” to researchers for prediction, design, and discovery AI generated summary, Read the full article for complete information. Robinhood announced a new feature that lets users connect AI agents such as Claude or Cursor to dedicated investment and credit‑card accounts for autonomous stock trading and payments, while Samsung’s South Korean union approved a deal awarding chip workers an average $340 k bonus to avert a strike. TSMC’s CEO revealed that employee profit‑sharing will rise more than 30 % in 2026, and the European Union proposed new satellite‑access rules that reserve a third of licences for domestic firms while opening the rest to outsiders like SpaceX. In the semiconductor sector, Micron and South‑Korea’s SK Hynix each breaked the $1 trillion market‑cap barrier amid soaring AI‑driven memory demand, and Nvidia disclosed it will spend up to $150 billion annually on its Taiwan supply chain. YouTube will automatically label videos that make “significant photorealistic AI use,” and ElevenLabs launched Music v2, a generative model that can switch genres mid‑track. DeepMind’s CEO said AI‑enabled profit‑sharing could boost staff payouts, and DeepMind founder Demis Hassabis now sees artificial general intelligence arriving as early as 2029, calling 2026 a “practice run.” Other highlights included the EU’s move to curb non‑European satellite operators, ByteDance’s planned $70 billion AI‑focused capex, WeRoad’s $58 million Series‑C round led by Airbnb, Cognition AI raising over $1 billion at a $26 billion valuation, Pace’s $46 million Series‑B for AI‑driven insurance back‑office automation, and NavigateAI’s $25 million seed to build AI coaches for construction workers. Read more: https://www.techmeme.com/260527/p22 #Biohub #Robinhood #Samsung #TSMC #EuropeanUnion

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 27, 2026

US Top News and Analysis | Taiwan chip stocks climb after Nvidia announces $150 billion spending plans AI generated summary, Read the full article for complete information. Nvidia CEO Jensen Huang announced on May 27, 2026 that the company will increase its annual spending in Taiwan to $150 billion and build a new “Constellation” campus in northern Taipei that will house up to 4,000 employees by 2030, four times its current Taiwan headcount. The announcement helped lift Taiwan’s Taiex index to a record high, with major chip makers TSMC, MediaTek and Delta Electronics posting gains, while mainland‑China chip firms fell amid regulatory pressures and a halving of Nvidia’s revenue from the region. Huang highlighted Taiwan’s pivotal role in the AI revolution and the transformation of manufacturing through “physical AI,” even as Nvidia pursues a $500 billion AI‑infrastructure investment in the United States. Read more: https://www.cnbc.com/2026/05/27/nvidia-taiwan-investment-150-billion-spending.html #Nvidia #JensenHuang #SKHynix #Micron #TSMC #ChamathPalihapitiya

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 27, 2026

Al Jazeera – Breaking News, World News and Video from Al Jazeera | Taiwan’s economy is booming thanks to AI. Not everyone sees the benefits AI generated summary, Read the full article for complete information. Taiwan’s economy is booming thanks to AI‑driven semiconductor exports, with GDP surging 13.7 % in the first quarter of 2026 and total exports jumping 34.9 % to $640.7 bn, largely powered by TSMC and the island’s chip industry that now accounts for more than 20 % of GDP. While the tech sector and the stock market have flourished, the benefits are unevenly distributed: non‑tech industries see little wage growth, most workers earn far below the high salaries in semiconductor firms, and soaring housing costs are heightening financial anxiety. Economists warn that this “K‑shaped” growth creates a dual society, leaves Taiwan over‑dependent on a single industry, and risks widening wealth inequality despite overall rapid expansion. Read more: https://www.aljazeera.com/news/2026/5/27/taiwans-economy-is-booming-thanks-to-ai-not-everyone-sees-the-benefits?traffic_source=rss #YangChinlung #AliciaGarcia #TSMC #TaiwanExchange #CentralBank #AliciaGarciaHerrero

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 25, 2026

qwant news | A profile of Meta CTO Andrew “Boz” Bosworth, a top lieutenant of Mark Zuckerberg who is leading the gargantuan effort to transform Meta into an AI-first company AI generated summary, Read the full article for complete information. Huawei announced a new “Tau (τ) Scaling Law” that it says will let the company design chips with transistor‑density equivalent to a 1.4‑nanometer process by 2031, a technique it dubs “LogicFolding” that it hopes will bypass Moore’s‑Law limits and mitigate the impact of U.S. export restrictions, while Pope Leo XIV issued his first encyclical, “Magnifica Humanitas,” calling for robust regulation of artificial intelligence, urging that AI be harnessed for the common good and warning against its concentration of power, misinformation, and potential to erode human dignity. Read more: https://www.techmeme.com/260525/p3 #Meta #AndrewBosworth #MarkZuckerberg #HuaweiTechnologies #TSMC

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 23, 2026

US Top News and Analysis | Nvidia says its forecast for $200 billion CPU market includes China AI generated summary, Read the full article for complete information. Nvidia CEO Jensen Huang told investors that the company’s new “Vera” central‑processing units open a $200 billion market opportunity—and that this forecast does indeed include China, despite ongoing U.S.–China technology tensions. He highlighted the shift toward “agentic AI,” which is driving demand for CPUs as well as GPUs, and reiterated Nvidia’s goal of surpassing $1 trillion in sales for its flagship AI chips. Huang also noted that the H200 AI chip has received U.S. export licenses for China, though no deliveries have occurred yet, and emphasized the importance of the Chinese market. While in Taipei ahead of Computex, he said Nvidia has deepened support for its Taiwanese partners and is ramping up production of the Vera‑Rubin platform, which combines the new CPU with the Rubin GPU architecture. Addressing recent investigations into illegal exports of AI servers containing Nvidia chips, Huang said the company is rigorous in enforcing export‑control compliance among its partners. Read more: https://www.cnbc.com/2026/05/23/nvidia-forecast-for-200-billion-cpu-market-includes-china.html #Nvidia #JensenHuang #TSMC #USgovernment #China

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 15, 2026

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO AI generated summary, Read the full article for complete information. Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands. Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html #Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #

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gadgetChecks.de

@gadgetchecks@burningboard.net · May 07, 2026

APPLE DAILY: APPLE ÄNDERT IPHONE-STRATEGIE, IPHONE ULTRA SOLL LEICHTER REPARIERBAR SEIN UND TSMC BEKOMMT KONKURRENZ https://gadgetchecks.de/apple-daily-apple-aendert-iphone-strategie-iphone-ultra-soll-leichter-reparierbar-sein-und-tsmc-bekommt-konkurrenz/ . . . #apple #appledaily #iphone18 #iphoneultra #foldableiphone #appleleaks #technews #appledaily #intel #samsung #tsmc #ios27 #appleintelligence #macstudio #macmini #smartphone #technology #futuretech #ai #innovation #iphone

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · May 01, 2026

English – The Conversation | AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds by Vidya Mani, Associate Professor of Business Administration, University of Virginia; Cornell University AI generated summary, Read the full article for complete information. The surge in AI‑driven data‑center construction is monopolising the supply of high‑tech components—especially GPUs, high‑bandwidth memory and the advanced process equipment needed to make them—leaving consumer‑electronics makers short of the chips they need, even though smartphones and PCs use different, power‑efficient system‑on‑chip designs. The semiconductor market is highly concentrated, with a few firms controlling the design of graphics processors (e.g., NVIDIA) and the fabrication of memory chips (Samsung, Micron, SK Hynix), and the long, costly cycle of building new fabs means capacity cannot be expanded quickly. As memory and accelerator chips are redirected toward hyperscale AI servers, consumer devices face rising costs, supply constraints, and the need to redesign hardware to run smaller on‑device AI models, which is expected to keep prices higher and product releases delayed in the coming years. Read more: https://theconversation.com/ai-data-center-boom-is-leaving-consumer-electronics-short-of-chips-even-though-they-dont-use-the-same-kinds-277069 #Nvidia #TSMC #Apple

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The Bad Place

@TheBadPlace@mastodon.ozioso.online · Apr 30, 2026

US Top News and Analysis | Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq AI generated summary, Read the full article for complete information. Intel’s shares surged 114 percent in April 2024, marking the chipmaker’s best month in its 55‑year Nasdaq history and pushing its market value past $470 billion. The rally was driven by a blowout earnings report, strong demand for its central‑processing units as AI workloads expand, and the rollout of new 18A CPUs from its Arizona fab. Under CEO Lip‑Bu Tan—who took over in March 2025 after a disastrous 2024 that saw the stock fall 60 percent—Intel is pursuing a turnaround focused on in‑house manufacturing (foundry) and advanced packaging, attracting interest from hyperscalers like Google, Microsoft and Amazon as well as partners such as Tesla, SpaceX and Intel’s own Ireland chip plant. The company’s resurgence is also bolstered by a 10 percent U.S. government stake acquired under the CHIPS Act, positioning Intel as the only U.S.‑based firm able to produce the most advanced AI‑ready chips domestically. Read more: https://www.cnbc.com/2026/04/30/intel-has-best-month-ever-after-years-of-losing-to-tsmc-and-nvidia.html #Intel #Nasdaq #ElonMusk #TSMC #LipBuTan

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gadgetChecks.de

@gadgetchecks@burningboard.net · Jan 31, 2026

APPLE NEWS: KI-WENDE BEI SIRI, ÜBERRASCHENDE REKORDE, AIRPODS-ENGPASS UND IPHONE FOLD RÜCKT NÄHER https://gadgetchecks.de/apple-news-ki-wende-bei-siri-ueberraschende-rekorde-airpods-engpass-und-iphone-fold-rueckt-naeher/ . . . #apple #news #appledaily #siri #ki #ai #gemini #tsmc #airpodspro3 #ceo #timcook #iphonefold #iphone18 #iphone18pro #nvidia #qai #chipmarkt #kosten #appleintelligence #gadgets

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