AI Will Soon Drive A Third Of TSMC’s Business
…consistent with the long-term compound annual growth rate that TSMC has set of “mid to high 50 percent” between 2024 and 2029. That forecast was for mid 40 percent CAGR in…
Search
All sources
gamesindustry.biz
12
fudzilla.com
10
nextplatform.com
9
tweaktown.com
7
semiwiki.com
5
techcrunch.com
5
theregister.com
5
appleinsider.com
4
techpowerup.com
3
intel.com
3
tomshardware.com
3
macrumors.com
3
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
…The foundry generated $122.4 billion in 2025 revenue, up 36% year-over-year , and forecasts a 60% compound annual growth rate for AI chip revenue through 2029. Its CoWoS advanced packaging…
AMD Reports First Quarter 2026 Financial Results
…Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand. Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial…
xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
…We’ve forecasted xAI’s CapEx on Core Research, our institutional research service and are now closely tracking the ROIC of AI investments across the hyperscalers and AI labs in our new…
Arm bets $2 billion on AI chip push – Fudzilla.com
…Arm and other chip firms, including Intel and AMD, have benefited from surging demand for central processing units. Chipzilla and AMD are finding fresh interest because CPUs were not the first toys…
Samsung faces chip worker revolt – Fudzilla.com
…The Bank of Korea reckons about half the country’s first-quarter GDP growth of 1.7 per cent came from chipmaking. Samsung Electronics and rival SK Hynix make up more than…
AMD Public Sector Solutions
…Strain on Existing Infrastructure Population growth, cyberthreats, climate change, and other factors are increasing the strain on infrastructure. Digital transformation initiatives—from HPC, to AI, and more—offer opportunities to improve essential…
AMD tries to jump Nvidia in Taiwan – Fudzilla.com
…AMD has sharply lifted its CPU market forecast. Su said there are now more than 1 billion daily AI users worldwide, rising to 5 billion by 2030. With inference and agent demand…
Former Samsung boss says when the memory crisis will be over
…This comes as Samsung and SK Hynix continue to ramp up production to meet surging demand, particularly from AI applications. The broader semiconductor industry has been watching closely, with some analysts forecasting…
Will 50% of New High Performance Computing (HPC) Chip Designs be Multi-Die in 2025? - Semiwiki
…These architectures align with market demands and sustainability goals, offering a cost-effective path to high performance. Additionally, ecosystem growth fueled by robust supply chains, tools and IP has simplified design and…