TSMC is the world's largest contract chipmaker. Recent coverage notes August revenue jumped 53% year‑on‑year to a record high; ASML persuaded TSMC to switch to larger photomasks to boost throughput of its newest EUV tools by about 40%; and OpenAI said its next‑gen processors could be manufactured at Samsung, suggesting double‑sourcing alongside TSMC.
TSMC Executive Urges Caution on AIA TSMC co-COO compared AI to a “three-year-old superman” who can't tell right from wrong, explaining the company's cautious approach to adopting AI to manage risks and uncertainties.
OpenAI says next-gen chips could be made at SamsungOpenAI says its next-generation processors could be manufactured by Samsung. Double-sourcing alongside TSMC suggests very large volume needs and a focus on production capacity and supply redundancy.
TSMC August revenue jumps 53% to record highCNBC reports that TSMC, the world's largest contract chipmaker, saw August revenue surge more than 53% year‑on‑year to a record high.
ASML wins TSMC, Samsung, Intel; Huawei pursues alternativesASML convinced TSMC, Samsung and Intel to switch to larger photomasks, which should boost throughput of its newest EUV machines by about 40%. Meanwhile Huawei, via equipment maker Yuliangsheng and its suppliers, is pursuing a domestic strategy to reduce dependence on Dutch lithography technology.
The A.I. Daily