AI Chips
Xiaomi's 3nm Chip Demo: 200B Models, But On a Desktop Box
Development is complete and commercial use is set for 2027. The TOPS figure, the launch vehicle and the install timetable were all withheld.
6d ago
#TSMC
AI Chips
Taiwan Approved $61bn of Outbound Investment. $30bn of TSMC's Went to the Cayman Islands.
Approved outbound investment tripled year on year. The single largest line is not the Arizona fab — it is a Cayman holding entity — and Micron put $7.45bn back into Taiwan.
Aug 18, 2026
AI Chips
TSMC Is Getting 98% Yields on Packages the Size of Five Chips
A company vice-president put 5.5-reticle CoWoS above 98%, peaking near 99%, and mapped 14-reticle packages for 2028. Memory and substrates are the stated bottlenecks.
Aug 12, 2026
AI Chips
TSMC's July Revenue Rose 44.7%. The Filing Itself Never Mentions AI.
NT$467.58 billion, a seventh straight month above 35% growth. The monthly release carries no segment split — every AI attribution around it is inference.
Aug 10, 2026
Nvidia
TSMC's 3nm Output Is Running Early, But TSMC Hasn't Said So
Supply-chain reporting puts 3nm at 180,000 wafer starts a month by early in the fourth quarter. It is the most concrete signal yet on 2027 accelerator volume — and not one number in it comes from TSMC.
Aug 3, 2026
AI Chips
TSMC Will Raise Chip Prices by as Much as 10% From 2027, Nikkei Reports
Increases of 5% to 10% would hit both sub-6nm advanced nodes and mature 12nm, 16nm and 28nm lines, with a reported surcharge on high-performance computing orders above agreed volumes.
Jul 22, 2026
AI Chips
TSMC's CFO Details the $265 Billion Arizona Ramp: 'Multi-Year Structural Demand' From AI
In a Reuters interview, Wendell Huang said US yields already match Taiwan's flagship fabs, construction labor is the real constraint — and new bonds are not ruled out.
Jul 21, 2026
AI Chips
TSMC Posts a Fifth Straight Record Quarter and Commits Another $100B to Arizona
Net profit jumped 77% to roughly $22 billion on AI demand, and CEO C.C. Wei used the earnings call to lift TSMC's total US commitment to $265 billion — four more fabs and an advanced packaging plant.
Jul 17, 2026
AI Chips
TSMC's June Revenue Jumps 67.9% as AI-Chip Demand Stays 'Extremely Robust'
The world's top contract chipmaker posted record monthly sales and beat second-quarter estimates, sold out on its most advanced node and packaging, days before earnings that will test the AI-capex bull case.
Jul 14, 2026
