Tag with "TSMC"

Taiwan Semiconductor Manufacturing Company (TSMC) reported better-than-expected Q3 2025 results with 30% revenue growth to NT$989.92 billion ($32.47B), driven by strong AI chip demand from clients like Nvidia and Apple. The performance offset weaker consumer electronics sales, showcasing TSMC's dominance in high-performance computing.

Tesla's Dojo 2 chip, set for mass production, boasts a 10x performance boost over its predecessor and rivals NVIDIA's Blackwell B200. Elon Musk teased an even more powerful Dojo 3 chip for next year, signaling Tesla's push for AI and autonomous driving independence.

SoftBank founder Masayoshi Son is partnering with TSMC to establish a $1 trillion industrial park in Arizona focused on AI and robotics. The project aims to revitalize U.S. manufacturing and create a smart manufacturing ecosystem, potentially attracting global tech giants and investors.

Taiwan Semiconductor Manufacturing Company (TSMC) has reported a record quarterly revenue of NT$868.5 billion, driven by a surge in demand for AI-related hardware. The positive financial results indicate a robust outlook for 2025, despite some market challenges and uncertainties surrounding the tech industry and geopolitical factors.

**Summary** 1. OpenAI and Broadcom are working on a custom inference chip to reduce operating costs. 2. The collaboration aims to enhance AI efficiency through hardware-software optimization. 3. Broadcom’s stock got a slight bump after the news broke, with AI silicon sales expected to hit $12 billion. 4. OpenAI envisions massive AI-powered data centers using these custom chips. 5. Although OpenAI won’t likely sell hardware, they may deploy these chips at the network edge.