Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

Exclusive-OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition

By Krystal Hu, Fanny Potkin and Stephen Nellis (Reuters) – OpenAI is working with Broadcom and TSMC to build its first in-house chip designed to support its artificial intelligence systems, while adding AMD chips alongside Nvidia chips to meet its surging infrastructure demands, sources told Reuters. OpenAI, the fast-growing company behind ChatGPT, has examined a…

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Semiconductor chips at centre of geopolitical and technological race involving Taiwan, China and the US

Semiconductor chips at centre of geopolitical and technological race involving Taiwan, China and the US

For centuries, military observers have referred to it as “blood and treasure”. For most of the rest of us, it could be neatly distilled into “wealth and war”. History is littered with examples of nations battling for control of everything from spices to oil, gold and strategic superiority over technology. The latest battleground centres around…

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US’ probe into TSMC for violating China sanctions could spell trouble for Apple, NVIDIA, send stock spiralling – Firstpost

US’ probe into TSMC for violating China sanctions could spell trouble for Apple, NVIDIA, send stock spiralling – Firstpost

US officials suspect that TSMC might have indirectly supplied smartphone or AI chips to Huawei by working through an intermediary, potentially breaching the sanctions read more The US Commerce Department is investigating whether Taiwan Semiconductor Manufacturing Company or TSMC, as they are poln may have violated China-related sanctions. If the findings don’t go in TSMC’s…

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Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q3 2024 Earnings Call Highlights: Strong ...

Taiwan Semiconductor Manufacturing Co Ltd (TSM) Q3 2024 Earnings Call Highlights: Strong …

Revenue: USD23.5 billion for Q3 2024, above guidance. Revenue Growth: 12.8% sequential increase in NT. Gross Margin: 57.8%, increased by 4.6 percentage points sequentially. Operating Margin: 47.5%, increased by 5 percentage points sequentially. EPS: TWD12.54 for Q3 2024. ROE: 33.4% for Q3 2024. Cash and Marketable Securities: TWD2.2 trillion (USD69 billion) at the end of…

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TSMC stock soars as AI-driven earnings beat has 'no end in sight'

TSMC stock soars as AI-driven earnings beat has ‘no end in sight’

TSMC logo at the 2023 World Semiconductor Conference in Nanjing, China.Photo: VCG (Getty Images) In This Story Taiwan Semiconductor Manufacturing Company (TSM) (TSMC), the world’s largest chipmaker, saw its profits soar 54% in the third quarter, driven by continued demand for its artificial intelligence-capable chips. The next president will face a debt problem that could…

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