RE: https://pbs.idv.tw/@focus_taiwan_en/116590365582418092

Combien de temps #Taiwan et ses 23 millions d'habitants réussiront-ils à tenir bon...

Plus que leur armée, c'est leur positionnement stratégique avec #TSMC qui peut les protéger.

TetraMem says analog memory computing could help solve AI’s growing power problem

https://fed.brid.gy/r/https://nerds.xyz/2026/05/tetramem-analog-memory-computing-ai-power/

TSMC熊本工場が初黒字化達成🎉!これは日本の製造業が世界最先端のサプライチェーンに根付いた大きな証拠💪✨🚀
#TSMC #半導体 #熊本
🔴 I have a much better idea, and I've stated this before: President @[email protected]'s @[email protected] should facilitate the establishment of a #$TSMC's European cutting edge chip foundry (not in the US) based securely in Southwest Europe (SW Galicia) which would reduce China's invasion logic.

RE: https://bsky.app/profile/did:plc:s53urboqktvasjqb2rjm2vyy/post/3mlxu57caoc2q

US Top News and Analysis | What you need to know about Nvidia competitor Cerebras after wild IPO

AI generated summary, Read the full article for complete information.

Cerebras Systems’ blockbuster IPO, which closed with a market cap just under $100 billion, underscores the exploding demand for AI chips that can serve as alternatives to Nvidia’s GPUs. The Silicon Valley firm builds massive custom ASICs—its WSE‑3 chip is the size of a dinner plate, about 57 times larger than the biggest GPU and contains roughly 50 times more transistors—designed for faster inference rather than the training tasks that Nvidia’s general‑purpose GPUs excel at. After the IPO, Cerebras began operating its chips inside its own data‑center cloud, positioning itself against hyperscalers and other ASIC specialists such as Groq, SambaNova, D‑Matrix and Rebellions. The offering made two of its co‑founders billionaires and paves the way for further ASIC‑focused startups to go public as the AI hardware market rapidly expands.

Read more: https://www.cnbc.com/2026/05/15/nvidia-cerebras-stock-price-ipo.html

#Nvidia #Cerebras #Meta #Alibaba #Google #Microsoft #OpenAI #AndrewFeldman #SeanLie #TSMC #

S.Korea rattled by bonus disputes amid growing workers’ call for greater share of profits

On Friday, several senior executives from Samsung Electronics Co. rushed to a union office at the company’s semiconductor complex in Pyeongtaek, desperat

KED Global
Intel pourrait produire certaines puces pour Apple dès 2027
https://mac4ever.com/196179
#Mac4Ever #Apple #Intel #TSMC

Chip Market Poised for $1.5 Trillion by 2030, Driven by AI Surge

Global chip market to hit $1.5 trillion by 2030, driven by AI demand. TSMC leads expansion in Japan, US, and Germany.

#ChipMarket, #AI, #TSMC, #Semiconductors, #TechNews

https://newsletter.tf/ai-boosts-chip-market-to-1-5-trillion-by-2030/

The global chip market is expected to grow to $1.5 trillion by 2030, a huge increase driven by AI technology.

#ChipMarket, #AI, #TSMC, #Semiconductors, #TechNews
https://newsletter.tf/ai-boosts-chip-market-to-1-5-trillion-by-2030/

AI Boosts Chip Market to $1.5 Trillion by 2030

Global chip market to hit $1.5 trillion by 2030, driven by AI demand. TSMC leads expansion in Japan, US, and Germany.

NewsletterTF