Chip War: Banned NVIDIA GPUs Trickle into China, TSMC Shares Jump on AI – High-Performance Computing News Analysis

Chip War: Banned NVIDIA GPUs Trickle into China, TSMC Shares Jump on AI – High-Performance Computing News Analysis

The advanced chips sector and its geopolitical significance is in the news this week as a Reuters story reports that “Chinese military bodies, state-run artificial intelligence research institutes and universities have over the past year purchased small batches of NVIDIA semiconductors,” including the coveted H100 GPU accelerator, banned from export to the Chinese market. “Small …

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TSMC bullish on AI demand, forecasts 20% revenue growth this year

TSMC bullish on AI demand, forecasts 20% revenue growth this year

By Yimou Lee and Faith Hung TAIPEI (Reuters) -Taiwanese chipmaker TSMC projected on Thursday more than 20% growth in 2024 revenue on booming demand for high-end chips used in artificial intelligence (AI) applications even as the broader industry deals with weak smartphone and electric vehicle sales. Taiwan Semiconductor Manufacturing Co Ltd (TSMC), the world’s largest …

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Tsmc: TSMC asks suppliers to delay chip equipment deliveries, here’s why

Tsmc: TSMC asks suppliers to delay chip equipment deliveries, here’s why

Taiwanese Semiconductor Manufacturing Company (TSMC) has issued directives to its major suppliers, instructing them to postpone the delivery of high-end chip making equipment, a news report has said.Citing sources with knowledge of the matter, news agency Reuters said that the move by the chip manufacturer comes amidst rising apprehension regarding customer demand. However, TSMC dismissed …

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Intel scraps $5.4 billion merger deal with Tower Semiconductors

Intel scraps .4 billion merger deal with Tower Semiconductors

Intel has officially announced its decision to cancel the planned acquisition of Tower Semiconductor, a leading contract manufacturer based in Israel, valued at $5.4 billion. The primary reason behind this move is the significant delays in obtaining regulatory approvals, particularly from China. “Intel Corporation has mutually agreed with Tower Semiconductor to terminate the merger agreement …

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Why TSMC, Apple’s Supplier, is Delaying Chip Production at Arizona Factory

Why TSMC, Apple’s Supplier, is Delaying Chip Production at Arizona Factory

Apple’s supplier, Taiwan Semiconductor Manufacturing Company (TSMC), has announced a delay in production at its new chip plant in Arizona. Company chairman Mark Liu revealed this during the second-quarter earnings call on Thursday. The plant, which has been described as a “game-changer” by US President Joe Biden, was expected to bring advanced chips production back …

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Apple Vision Pro production scaled down due to design hurdles

Apple Vision Pro production scaled down due to design hurdles

Apple has made a significant reduction in its production forecast for the recently launched Vision Pro augmented-reality headset. According to sources familiar with the manufacturing process, the iPhone manufacturer is scaling back production of its first-ever mixed-reality headset to less than 400,000 units by 2024, as reported by The Financial Times. Two Chinese suppliers contracted …

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Apple Chip Supplier Admits Security Breach; Hackers Demand $70 Million Ransom

Apple Chip Supplier Admits Security Breach; Hackers Demand  Million Ransom

TSMC, also known as Taiwan Semiconductor Manufacturing Company, which is the chip supplier for Apple, has recently become the target of a hacking group called LockBit. This group claims to have obtained sensitive information from TSMC. It is important to note that this incident comes almost five years after TSMC experienced a production shutdown due …

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