… Adding to the mix, hardware enthusiast Kepler suggests Apple's future A21 SoC might be the prime candidate for such a partnership, potentially breaking Apple's total reliance on TSMC. Since the A10's debut, Apple has maintained a nearly decade-long relationship with TSMC. …
… However, despite this record-breaking spending, TSMC CEO C.C. Wei admits that shortages will likely persist until 2027 and potentially beyond. The primary driver of this insatiable demand is, as you guessed, AI hardware, including GPUs Nvidia/AMD , CPUs, and HBM High Bandwidth Memory . …
… This decision reflects supply chain challenges impacting hardware innovation and limits the chip's architectural flexibility for now. …
TweakTown News Business, Financial & Legal TL;DR: Sony and TSMC plan a joint venture to build a next-generation image sensor factory in Japan, with Sony leading and TSMC providing manufacturing expertise. …
… For Tesla, partnering with Intel makes sense, as existing foundries haven't expanded fast enough to meet future demand for Tesla's AI hardware. Even the best-case supply scenarios from TSMC and Samsung were not enough to cover the AI5, AI6, and Optimus chips the company needs. …
… Read more : Future of next-gen HBM: HBM4, HBM5, HBM6, HBM7, and HBM8 teased with 15,000W AI GPUs by 2038 Read more : NVIDIA ordering more CoWoS-L advanced packaging from TSMC: ready for more Blackwell AI GPUs Read more : NVIDIA's next-gen 'market-grabbing weapon': GB300 AI GPUs to be unveiled at GT… …
… Read more : Elon Musk says Tesla's next-gen AI5 chip is 40x faster than AI4: calls it a 'beautiful chip' Musk also thanked Samsung and TSMC for their support in production, which is apt, since the chips will be produced at Samsung's plant in Taylor, Texas, and at TSMC's plant in Arizona. …
… He also stated that SpaceX and Tesla will always be major customers of TSMC and that they are "not competitors in the normal sense of the word." That said, TeraFab is still far from a reality despite Musk's hasty timelines. Speaking at the TSMC Q1 FY26 earnings call, TSMC CEO C.C. …
… Even with industry-leading yields, efficiency, and performance, TSMC's massive premiums are pushing chip designers toward diversifying their production lines. The Apple-Intel deal is the loudest signal yet that the semiconductor industry is ending its decade-long dependency on TSMC. …
… Intel is trying to rival TSMC by mirroring its long-term approach, hoping to attract customers and build a lasting relationship with them. It may even work, considering we have massive clients like Apple considering Intel over TSMC for their next-generation chips. …
