* NVIDIA, TSMC TO UNVEIL FIRST US-MADE BLACKWELL CHIP WAFER: AXIOS
$NVDA $TSM
$NVDA $TSM
October 17, 2025 at 9:04 PM
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Reminder that @axios.com is right-wing propaganda. TSMC announced a $10B investment in 2020 then, following CHIPS Act (2022) and a $6.6B grant from the Biden admin (2024), dramatically expanded it to $65B.
Trump had nothing to do with it.
www.axios.com/2025/10/17/n...
pr.tsmc.com/english/news...
Trump had nothing to do with it.
www.axios.com/2025/10/17/n...
pr.tsmc.com/english/news...
October 18, 2025 at 2:25 PM
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A Plan to Rebuild Gaza Lists Nearly 30 Companies. Many Say They’re Not Involved.
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
A Plan to Rebuild Gaza Lists Nearly 30 Companies. Many Say They’re Not Involved
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
www.wired.com
October 20, 2025 at 12:10 AM
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the most use I get out of GPTs is generating stock character mooks for my kid to fight in D&D. I would pay about 5-10 bucks a month for that service. I do not think that could pay for NVIDIA Blackwell-architecture GPUs with their custom-built TSMC 4NP process
October 20, 2025 at 8:36 PM
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The biopolitics of Taiwan's tech boom
"In 2023, TSMC employees alone accounted for at least 2% of all children born in Taiwan, despite making up just 0.3% of the island's population."
"In 2023, TSMC employees alone accounted for at least 2% of all children born in Taiwan, despite making up just 0.3% of the island's population."
Taiwan's chip capital bucks the fertility slump — for those who can afford it
Former farming town Hsinchu has morphed into the Silicon Valley of Taiwan, home to TSMC, the world's most advanced chipmaker.
www.yahoo.com
October 21, 2025 at 1:21 PM
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Vous avez peut-être vu passer il y a un mois ou deux l'article du magazine Geo expliquant que TSMC allait abandonner Taiwan.
J'avais expliqué à l'époque qu'il n'en était rien.
Pièce supplémentaire : TSMC prévoit une nouvelle usine à Taichung, grande métropole du centre de Taiwan.
J'avais expliqué à l'époque qu'il n'en était rien.
Pièce supplémentaire : TSMC prévoit une nouvelle usine à Taichung, grande métropole du centre de Taiwan.
TSMC planning new plant in Taichung - Taipei Times
Bringing Taiwan to the World and the World to Taiwan
www.taipeitimes.com
October 20, 2025 at 7:05 AM
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NEW: A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild the region. Some of these companies say they had absolutely no idea they were mentioned.
A Plan to Rebuild Gaza Lists Nearly 30 Companies. Many Say They're Not Involved
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
www.wired.com
October 14, 2025 at 8:13 PM
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Nvidia still needs Taiwan even as TSMC ramps Blackwell production in Arizona
Nvidia still needs Taiwan even as TSMC ramps Blackwell production in Arizona
AI arms dealer relies on Taiwanese advanced packaging plants for top-specced GPUs
US manufacturing of Nvidia GPUs is underway and CEO Jensen Huang is celebrating the first Blackwell wafer to come out of TSMC's Arizona chip factory. However, to be part of a complete product, those chips may need to visit Taiwan.…
dlvr.it
October 20, 2025 at 5:56 PM
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TSMC hurrying to bring advanced chip tech to Arizona fab
TSMC hurrying to bring advanced chip tech to Arizona fab
CEO C.C. Wei cites strong demand for AI products. Intel may also be a factor
TSMC is accelerating the rollout of advanced process nodes at its Arizona fabs to meet growing demand for American-made AI products.…
dlvr.it
October 16, 2025 at 11:32 PM
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NEW: A proposal for rebuilding Gaza that's been shared with the Trump admin references Tesla, IKEA, TSMC, and tons of other companies. I reached out to them—none had discussed or agreed to any work in Gaza. Some had no idea they were mentioned in this proposal:
www.wired.com/story/a-plan...
www.wired.com/story/a-plan...
A Plan to Rebuild Gaza Lists Nearly 30 Companies. Many Say They're Not Involved
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
www.wired.com
October 14, 2025 at 8:40 PM
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yeah if tulips are a bubble then why are farming equipment vendors doing so well????
I bet you wish you were a business genius like me
I bet you wish you were a business genius like me
October 16, 2025 at 6:20 PM
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Taiwan tsmc surge sharply on oct.16
October 18, 2025 at 8:32 AM
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Nvidia and TSMC unveil the first Blackwell chip wafer made in the US, which will eventually become Blackwell chips (Megan Morrone/Axios)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 17, 2025 at 8:20 PM
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TSMC reports AI demand continues to outpace forecasts from three months ago.
October 16, 2025 at 6:26 AM
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TSMC reports Q3 net profit up 39% YoY to ~$14.8B, beating est., after previously reporting a 30% rise in revenue, the latest sign of robust spending on AI chips (Debby Wu/Bloomberg)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
October 16, 2025 at 6:11 AM
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"The CHIPS and Science Act is a U.S. federal statute enacted by the 117th United States Congress and signed into law by President Joe Biden on August 9, 2022."
It's incredible how spineless and sycophantic Jensen is here. Founder and CEO of a company valued at $4.5 trillion. 🤡
#Nvidia #TSMC #USA
It's incredible how spineless and sycophantic Jensen is here. Founder and CEO of a company valued at $4.5 trillion. 🤡
#Nvidia #TSMC #USA
October 20, 2025 at 5:59 AM
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A Plan to Rebuild Gaza Lists 30 Companies. Many Say They’re Not Involved?
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more-its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned
www.wired.com/story/a-plan...
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more-its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned
www.wired.com/story/a-plan...
A Plan to Rebuild Gaza Lists Nearly 30 Companies. Many Say They’re Not Involved
A presentation that has been shared with the Trump administration references Tesla, Ikea, TSMC, and more in its plan to rebuild Gaza. Some of these companies say they had no idea they were mentioned.
www.wired.com
October 20, 2025 at 12:59 AM
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Eigentlich bin ich bei Dir, knabber aber in den letzten Monaten an der Realität.
In meinem IT/Politik-affinen Umfeld teilt es sich in etwa so auf:
1/3 weiß was TSMC ist
1/3 hat davon gehört, aber den Namen vergessen
1/3 besitzt keinerlei Wissen dazu
Verwundert mich selbst...
In meinem IT/Politik-affinen Umfeld teilt es sich in etwa so auf:
1/3 weiß was TSMC ist
1/3 hat davon gehört, aber den Namen vergessen
1/3 besitzt keinerlei Wissen dazu
Verwundert mich selbst...
October 19, 2025 at 1:01 PM
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UFO in North Phoenix
https://www.ufofeed.com/158985/ufo-in-north-phoenix/
Time: 10/17/25 5:55 pm Location: Phoenix, AZ Saw this coming home. And hovered over the TSMC chip plant off the 303. by Visual_Anteater_9896
https://www.ufofeed.com/158985/ufo-in-north-phoenix/
Time: 10/17/25 5:55 pm Location: Phoenix, AZ Saw this coming home. And hovered over the TSMC chip plant off the 303. by Visual_Anteater_9896
UFO in North Phoenix
Time: 10/17/25 5:55 pmLocation: Phoenix, AZSaw this coming home. And hovered over the TSMC chip plant off the 303. by Visual_Anteater_9896
www.ufofeed.com
October 18, 2025 at 5:57 AM
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TSMC Q3 profit jumps 39.1% to record, beats expectations reut.rs/3W8jkxy
TSMC Q3 profit jumps 39.1% to record, beats expectations
TSMC, the world's largest contract chipmaker, posted a 39.1% jump in third-quarter net profit on Thursday, beating market forecasts and hitting a record as it benefited from surging demand for semiconductors used in artificial intelligence applications.
reut.rs
October 16, 2025 at 5:50 AM
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Ohne Chips von TSMC wären viele Techkonzerne weltweit aufgeschmissen. Wir sind nach Taiwan gereist, um herauszufinden, was sie so gut macht.
TSMC: Warum kaufen alle Chips aus Taiwan?
Ohne Chips von TSMC wären viele Techkonzerne weltweit aufgeschmissen. Wir sind nach Taiwan gereist, um herauszufinden, was sie so gut macht.
www.zeit.de
October 16, 2025 at 1:35 PM
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TSMC Q3 results were excellent.
The AI boom/bubble is helping pick shovel makers.
IR presentation:
seekingalpha.com/article/4830...
The AI boom/bubble is helping pick shovel makers.
IR presentation:
seekingalpha.com/article/4830...
Taiwan Semiconductor Manufacturing Company Limited 2025 Q3 - Results - Earnings Call Presentation (NYSE:TSM) 2025-10-16
2025-10-16. The following slide deck was published by Taiwan Semiconductor Manufacturing Company Limited in conjunction with their 2025 Q3 earnings call.
seekingalpha.com
October 16, 2025 at 9:01 AM
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TSMC CEO says AI demand is "stronger than" they thought three months ago. Given how strong it was three months ago, that's remarkable.
Then he literally says today the growth is "insane"
Then he literally says today the growth is "insane"
October 16, 2025 at 1:25 PM
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TSMC, le titan du silicium en route vers de nouveaux records
www.zonebourse.com/actualite-bo...
www.zonebourse.com/actualite-bo...
TSMC, le titan du silicium en route vers de nouveaux records
En six mois, son action a flambé de 59%, et de 29% sur les trois derniers mois, propulsant TSMC à une capitalisation de plus de 1 200 milliards de dollar USD. Cette ascension fulgurante ne repose...
www.zonebourse.com
October 15, 2025 at 7:55 AM
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