TSMC posts sixth straight record profit as AI chip demand strains capacity
The chipmaker reported a 68.7% rise in third-quarter net profit, while customers compete for access to the manufacturing capacity behind AI processors.
Topic
Semiconductor Race
Chips, packaging, fabrication capacity, and strategic technology.
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Volvo expands Nvidia partnership to develop automated driving for future cars
Volvo plans to combine its safety systems with Nvidia hardware and software in a next-generation car, extending the collaboration beyond its electric models.
TSMC discusses Musk’s Texas Terafab plan while insisting on control of any plant it runs
TSMC is evaluating Texas expansion and has discussed a role in Elon Musk’s proposed Terafab. Its chief executive says any plant it operates must remain under its control; no...
Nvidia pledges $250 million in computing for UK AI safety research
The five-year commitment would provide $50 million a year in computing resources for AI safety and security research, according to Reuters.
NVIDIA outlines French AI projects as Bull plans new server production
NVIDIA’s roundup of French AI projects includes Bull’s plan to manufacture servers in Europe, following the opening of a production building in Angers.
KOSPI falls 3.65% as foreign selling hits South Korea’s biggest chipmakers
South Korea’s main share index closed below 6,400 for the first time since August 11. Analysts pointed to chip sector trading and weaker demand, but the reports do not...
Nvidia weighs more investment in Reflection AI or acquisition, FT reports
The preliminary discussions could involve investment, an acquisition or hiring staff and licensing technology, as Reflection introduces its Beam model.
Trump discloses Nvidia trades ahead of planned science medal for Huang
Reuters reports August Nvidia purchases of up to $1.6 million and sales of up to $1 million. The White House says independent managers make the investment decisions.
GlobalFoundries agrees $2 billion TSMC interposer deal, with ramp expected in 2028
GlobalFoundries plans to expand its Malta, New York, factory to supply components linking AI processors and memory. Volume production is expected to begin ramping in the first...
GlobalFoundries to make AI-chip interposers for TSMC in New York
A five-year agreement will expand manufacturing capacity in Malta, New York, with volume production expected to begin ramping in the first half of 2028.
South Korea outlines case for investing chip tax windfalls through Future Fund
Budget Minister Park Hong-geun says a proposed fund would direct semiconductor tax windfalls into longer-term investment, as population aging puts pressure on public finances.
AMD’s Lisa Su calls South Korea a key AI chip partner during Seoul visit
Su met semiconductor leaders in Seoul and described longer-term cooperation with Samsung Electronics and SK hynix, while reports identified no new chip supply or manufacturing...
NVIDIA announces 64GB DGX Spark for October 23 at a $4,999 starting price
The new configuration keeps the GB10 chip and NVIDIA software stack. Claims about its model capacity and performance in a two-unit cluster have yet to be independently tested.
OpenAI’s GPT-6 Astra Ultrafast launches with restricted Work and Codex access
NVIDIA says the Blackwell-powered service offers up to eight times faster token generation than Astra Standard. OpenAI says all API users have limited access, while Work and...
IllustrationNVIDIA names 25 games for GeForce NOW in October, with six listed this week
NVIDIA’s October lineup includes The Witcher 3 remaster and new releases, but store launch dates may precede their arrival on the cloud service.
IllustrationCoreWeave opens limited Vera Rubin access as Cognition runs production AI workloads
CoreWeave says Cognition is the first customer running production workloads on NVIDIA’s Vera Rubin NVL72 platform. An early test reports higher token throughput, but access...
IllustrationNvidia launches AI agent safety platform and expands share buyback by $150 billion
OpenShell is broadly available, while Nvidia describes a separate hardware monitoring design. Its board raised the remaining share repurchase authorization to $235 billion.
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