Google is reportedly making a major strategic shift in its chipset development process, moving away from Samsung’s foundry in favour of Taiwan Semiconductor Manufacturing Company (TSMC) for its ...
Taiwan Semiconductor Manufacturing reported $25.53B in Q1 2025 revenue, up 35.3% YoY, driven by 3nm and 5nm nodes contributing 58% of wafer sales. Q2 2025 revenue is guided at $28.4B–29.2B, while ...
Google is reportedly extending its partnership with TSMC to secure Tensor chipset supply for Pixel devices until 2030, potentially reaching the Pixel 14 series. The shift from Samsung to TSMC, ...
The world’s largest contract chip manufacturer TSMC, reported better-than-expected results as AI chip demand has been boosting the company's sales. Chipmaking giant Taiwan Semiconductor Manufacturing ...
According to a new report, Google is planning to jump to TSMC’s 2nm process for Tensor G6 faster than it has in prior years. The first Tensor chip in 2021’s Pixel 6 was built on a 5nm process at ...
TSMC's advanced nodes now drive 69% of revenue, with strong growth fueled by AI demand and robust capex expansion, especially in the US. TSMC maintains clear technology leadership and high yields in ...
Google's Tensor SoCs have so far been manufactured by Samsung's foundry, and they were never seen as the top performers or even the most efficient flagship chipsets. But according to sources close to ...
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Is TSMC the Only AI Stock You Need?
Shares of Taiwan Semiconductor gained after its Q2 earnings report. The chipmaker reported strong growth on the top and bottom line. TSMC stands by far as the dominant maker of advanced chips. 10 ...
TL;DR: TSMC sets its advanced 2nm chip production price at $30,000, targeting premium AI and HPC customers like Apple and NVIDIA with high yields and superior performance. Samsung competes by ...
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