… According to a June 23rd Culpium report , the increases would affect the bulk of TSMC’s wafer revenue and could raise costs for major chip designers, including Apple, Nvidia, AMD, Qualcomm, Broadcom, and MediaTek. …
… AMD also confirmed Verano, another 6th Gen EPYC processor built on TSMC 2nm and optimized for performance-per-dollar-per-watt. AMD also says it plans to ramp Venice production at TSMC’s Arizona facility. …
… Go deeper with TH Premium: CPU CPU scaling with DLSS Ryzen to the top: How AMD innovated in the gaming CPU market How ARM is working its way into PCs AMD CES 2026 gaming trends press Q&A roundtable transcript “It's not as simple as just bringing back the 5800X3D,” McAfee said. “The original stackin… …
… While there is a rule that requires TSMC to do enhanced due diligence on AI chip orders, McGuire says that the latest BIS announcement does not clarify if it is enforcing this. …
… TSMC's CoWoS lines, meanwhile, have been massively oversubscribed for more than two years. Nvidia alone is expected to account for roughly 60% of global CoWoS demand this year, with Broadcom and AMD absorbing another 26%. …
… TSMC's segmentation and yearly cadence for advanced manufacturing nodes enable the foundry to address the most demanding clients like Apple, AMD, Intel, Nvidia, or Qualcomm with competitive process technologies. …
… The logic behind any such deal for Apple would be simple supply diversification; the company remains dependent on TSMC, whose leading-edge capacity is being absorbed by AI customers, including Nvidia and AMD. …
… CEO Satya Nadella has emphasized that Microsoft will continue purchasing Nvidia and AMD chips alongside Maia. Microsoft's Cobalt 200 Arm CPU TSMC 3nm, 132 Neoverse V3 cores was announced at Ignite 2025 and is now live in Azure data centers. …
… However, given the company's aggressive approach to capacity expansion, TSMC might well surprise us once again. Also, we do not yet know how TSMC plans to upgrade N2/A16-capable fabs to subsequent nodes, if at all. …
… The roadmap gives us an idea of the timelines for the next major process nodes and transistor architectures the company will research and develop in cooperation with industry giants, such as TSMC, Intel, Nvidia, AMD, Samsung, and ASML, among many others. …
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