TSMC Says AI Demand Is 'Endless' After Record Q4 Earnings
BeauHD / slashdot - An anonymous reader quotes a report from Ars Technica: On Thursday, Taiwan Semiconductor Manufacturing Company (TSMC) reported record fourth-quarter earnings and said it expects AI chip demand to continue for years. During an earnings call, CEO C.C. Wei t…
Back to Top / Friday, January 16, 2026, 5:20 pm / permalink 18084 / 2 stories in 7 wks
Jeff Pu Leaks Full iPhone Fold Tech Specs
Usman Qureshi / iphoneincanada - Analyst Jeff Pu has leaked the technical specs for the 2026 iPhone Fold, featuring a 7.8-inch display, A20 Pro chip, 12GB of RAM, and the return of Touch ID.The post Jeff Pu Leaks Full iPhone Fold Tech Specs first appeared on iPhone in Canada.
Back to Top / Friday, January 16, 2026, 4:20 pm / permalink 18077 / 2 stories in 7 wks
AMD Ryzen 9 9950X3D2 “Dual 3D V-Cache” CPU Benchmarked, Faster Than Ryzen 9950X3D In Both Single & Multi-Core Tests While Packing 192 MB of L3 Goodness
Sarfraz Khan / wccftech - The fastest X3D processor was just benchmarked on Geekbench again, delivering superb single and multi-core performance. AMD Ryzen 9 9950X3D2 Delivers 7% Higher Single-Core and Multi-Core Performance in Geekbench vs Ryzen 9950X3D The upcoming Zen 5 flagshi…
Back to Top / Friday, January 16, 2026, 1:26 pm / permalink 18064 / 2 stories in 7 wks
ASML hits record high on AI boost — and analysts see plenty of room to run
cnbc - Dutch semiconductor equipment maker ASML became just the third European company to his a valuation of over $500 billion on Thursday.
Back to Top / Friday, January 16, 2026, 11:53 am / permalink 18052 / 3 stories in 7 wks
China drafts rules to restrict Nvidia H200 AI chip acquisitions
Aytun Çelebi / dataconomy - China is drafting rules to regulate purchases of Nvidia H200 AI chips by local firms, allowing limited sales from foreign makers like Nvidia rather than an outright ban, Nikkei Asia reported on January 15 citing two sources familiar with the matter. The C…
Back to Top / Friday, January 16, 2026, 11:20 am / permalink 18034 / 2 stories in 7 wks
Gigabyte CEO explains Nvidia's potential GPU supply strategy amid crushing memory shortages — gross revenue per gigabyte of GDDR7 memory could decide what products thrive
tomshardware - Gigabyte CEO Eddie Lin says the revenue contributed per gigabyte of GDDR7 on Nvidia graphics cards will be the key measure for which products thrive and which will be in short supply in 2026.
Back to Top / Friday, January 16, 2026, 7:22 am / permalink 18012 / 3 stories in 7 wks
US, Taiwan Sign $250B AI Chip Deal
eWEEK Staff / eweek - Taiwan has pledged at least $250 billion in direct U.S. investments for semiconductor, energy, and AI productionThe post US, Taiwan Sign $250B AI Chip Deal appeared first on eWEEK.
Back to Top / Friday, January 16, 2026, 7:21 am / permalink 18009 / 4 stories in 7 wks
Memory supply crisis forces ASUS to discontinue RTX 5060 Ti
Emre Çıtak / dataconomy - ASUS has ceased production of NVIDIA RTX 5070 Ti and RTX 5060 Ti 16GB graphics cards due to a memory supply shortage, placing the RTX 5070 Ti into end-of-life status, as reported by YouTube channel Hardware Unboxed. Hardware Unboxed detailed in its latest…
Back to Top / Friday, January 16, 2026, 6:20 am / permalink 18003 / 5 stories in 7 wks
TSMC (TSM) Stock: Surges on Landmark U.S.–Taiwan Trade Deal and Massive U.S. Expansion Plans
Yasmin Werner / parameter - TLDR TSMC jumps 4.44% as U.S.–Taiwan trade deal reshapes global chip strategy New trade pact cuts tariffs to 15% and boosts TSMC’s U.S. fab ambitions $500B investment framework positions TSMC for massive U.S. expansion Semiconductor trade deal reduces unc…
Back to Top / Thursday, January 15, 2026, 8:20 pm / permalink 17976 / 10 stories in 7 wks
DDR5 RAM prices now over 4x higher since September 2025
/u/signed7 / reddit - submitted by /u/signed7 [link] [comments]
Back to Top / Thursday, January 15, 2026, 7:21 pm / permalink 17972 / 4 stories in 7 wks
Open ISA champ SiFive leaps aboard Nvidia's proprietary interconnect bandwagon
Tobias Mann / theregister - You might call it a RISC-V/NVLink Fusion ... or a bad day for UALink RISC-V champion SiFive has joined a growing number of chip companies by throwing its weight behind Nvidia's proprietary NVLink Fusion interconnect tech, a move that casts doubt on the vi…
Back to Top / Thursday, January 15, 2026, 7:21 pm / permalink 17971 / 2 stories in 7 wks
TSMC's $56 Billion Bet Says the AI Bubble Hasn't Popped
Harkaram Grewal / implicator - TSMC's Q4 profit jumped 35% to a record $16 billion. CEO C.C. Wei declared "AI is real" and backed it with $56 billion in 2026 capex, the largest semiconductor investment in history. Intel and Samsung are scrambling to catch up. They're not close.
Back to Top / Thursday, January 15, 2026, 5:21 pm / permalink 17957 / 6 stories in 7 wks
Taiwan Pledges $250 Billion in U.S. Spending in Exchange for Lower Tariffs
Amrith Ramkumar / wsj - Under the agreement, Taiwan Semiconductor Manufacturing will add new factories to its cluster in Arizona as part of a $250 billion investment in the U.S., the Commerce Department said.
- Controversial details and disputed figures (2)
- Standard $250B chip investment deal (10)
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Controversial details and disputed figures
Standard $250B chip investment deal
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Back to Top / Thursday, January 15, 2026, 3:20 pm / permalink 17937 / 14 stories in 7 wks
Gamers face another crushing blow as Nvidia allegedly slashes GPU supply by 20%, leaker claims — no new GeForce gaming GPU until 2027
tomshardware - Hardware leaker MEGAsizeGPU claims Nvidia has reportedly slashed graphics card supply to its AIC partners by 15% to 20%, and there won't be any new GeForce graphics cards until 2027.
Back to Top / Thursday, January 15, 2026, 12:35 pm / permalink 17912 / 3 stories in 7 wks
Apple is Fighting for TSMC Capacity as Nvidia Takes Center Stage
msmash / slashdot - Apple, which spent years as TSMC's undisputed top customer and helped the Taiwanese foundry become the semiconductor industry's most important manufacturer, is now fighting for production capacity as Nvidia's AI chip orders consume an ever-larger share of…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17909 / 5 stories in 7 wks
The RTX 5070 Ti is effectively dead, and the GPU market is worse for it
techspot - The headline story is that Nvidia has essentially killed off the GeForce RTX 5070 Ti from the market. Asus, the largest Nvidia AIB partner, explicitly told us this model is currently facing a supply shortage and, as a result, has been placed into end of l…
Back to Top / Thursday, January 15, 2026, 12:21 pm / permalink 17907 / 5 stories in 7 wks
TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong
cnbc - TSMCy delivered another estimate-beating quarter, with profit up 35% from a year ago as advanced chip orders tied to AI continued to dominate its business.
Back to Top / Thursday, January 15, 2026, 1:20 am / permalink 17888 / 12 stories in 7 wks
OpenAI Forges $10 Billion Deal With Cerebras for AI Computing
Ian KingShirin Ghaffary / bloomberg - OpenAI signed a multiyear deal to use hardware from Cerebras Systems Inc. for 750 megawatts’ worth of computing power, an alliance that will support the company’s rapid build-out of AI infrastructure.
- Boosted AI speeds via enhanced compute (2)
- Detailed deal terms announced (13)
- IPO implications and financial shifts (3)
- Other miscellaneous mentions (2)
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Boosted AI speeds via enhanced compute
Detailed deal terms announced
IPO implications and financial shifts
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Back to Top / Wednesday, January 14, 2026, 3:21 pm / permalink 17872 / 21 stories in 7 wks
Chinese customs told to block H200 imports, report claims — directive would effectively ban the Nvidia AI chip from China
tomshardware - Chinese customs officers were allegedly told to disallow the entry of Nvidia H200 chips, effectively banning the entry of these AI processors into the country. The command comes as other sources say that Beijing will only allow the import of these AI GPUs…
Back to Top / Wednesday, January 14, 2026, 6:20 am / permalink 17855 / 5 stories in 7 wks
China’s Zhipu Unveils New AI Model Trained on Huawei’s Chips
Luz Ding / bloomberg - Chinese AI startup Knowledge Atlas Technology JSC Ltd. released a new multimodal model that it says is the country’s first to be fully trained using domestic chips, in a sign of progress toward meeting Beijing’s goal of reducing reliance on American techn…
Back to Top / Tuesday, January 13, 2026, 11:21 pm / permalink 17852 / 6 stories in 7 wks