OrganizationFoundry

TSMC

Taiwanese semiconductor contract manufacturer that fabricates chips for fabless designers.

tsmc.com

Articles · since Mar 2026

7115

Coverage · About TSMCAll 14 articles →

Jul 2, 2026

AINews

Three Bets Against Nvidia's Inference Margin, One Shared Dependency

OpenAI, Qualcomm, and Etched are betting against Nvidia's inference margin. Escaping it means queuing for the same TSMC packaging and memory. Most ASIC challengers die on software, not silicon.

Jul 2, 2026 · By SCN Staff · 9 min read

Mar 31, 2026

EmergingNews

Samsung Bets Vertical Integration Can Close TSMC's Silicon Photonics Lead

Samsung launched a silicon photonics foundry platform at OFC 2026, targeting 2028 PIC mass production and 2029 CPO services, pitching vertical integration of HBM, logic, packaging, and photonics against TSMC's production lead

Mar 31, 2026 · By SCN Staff · 5 min read

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Jul 1, 2026

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May 18, 2026

HPCSpectra Clears Sandia's Supercomputer Acceptance. The Fall Mission-Code Gate Is the Real Test.

May 13, 2026

AINebius's $50 Billion Sells Out. Public Science Gets None of It.

May 12, 2026

AIApple's Mac Shortage Signals Memory Supply Chain Has Reorganized Around Data Center AI

May 7, 2026

EmergingEurope Formalizes Advanced Materials Strategy but Doesn't Name the Substrates Its Fabs Actually Need