TSMC Posts Record $39.6 Billion Q2 Revenue, Beating Guidance as AI Chip Demand Stays Tight
TSMC posted record $39.6B Q2 2026 revenue, beating guidance, with June sales surging 67.9% YoY and the chipmaker sold out of N3 capacity for AI customers.
AI chip
Meta Iris AI Chip Enters Production in September to Power 14 GW Compute Target by 2027
Meta will start manufacturing its Iris AI chip in September 2026 as part of a plan to double total compute capacity to 14 gigawatts by 2027.
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Nvidia Shares Drop as China’s DeepSeek Reportedly Develops In-House AI Inference Chip
Nvidia shares fall 2% on report China’s DeepSeek is developing its own AI inference chip. Inference focus avoids export controls. CUDA lock-in under pressure from Chinese fabs.
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Etched Raises $800M From Jane Street and TSMC-Linked VC at $5B Valuation
Etched raises $800M from Jane Street and TSMC-linked venture arm at $5B valuation, betting on locked-architecture silicon purpose-built for transformer AI workloads.
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IBM Unveils World’s First Sub-1 Nanometer Chip, Redefining Semiconductor Roadmap
IBM Unveils World’s First Sub-1 Nanometer Chip, Redefining Semiconductor Roadmap IBM has announced what it calls the world’s first sub-1 nanometer chip technology, a breakthrough that pushes semiconductor manufacturing into territory previously thought to be years away and could reshape the competitive dynamics of the global chip industry. The announcement, made from IBM’s research lab
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OpenAI’s First Custom AI Chip ‘Jalapeño’ Puts Nvidia on Notice in the AI Hardware Race
OpenAI has built its first custom AI training chip, codenamed Jalapeño, and the move puts the company on a collision course with Nvidia, the dominant supplier of the silicon that has powered the generative AI boom. The development, reported by the Times of India on June 24, marks the moment OpenAI joins a small but
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