TSMC
Nvidia reports record-breaking $44 billion revenue as AI chip demand skyrockets despite China export ban
Nvidia reported blockbuster Q1 results, exceeding expectations with record revenue and data center sales driven by surging AI demand. Despite a $4.5 billion hit from U.S. export curbs to China, the company's shares rallied. CEO Jensen Huang remains optimistic, emphasizing investments in American manufacturing and anticipating further growth in AI computing.
TSMC to open chip design centre in Munich, could later support AI development
Taiwan Semiconductor Manufacturing Co (TSMC) will open a design centre in Munich by Q3 2025 to support European clients in developing advanced AI, automotive, and industrial chips. This complements TSMC’s €10 billion Dresden plant, boosting Europe’s semiconductor capabilities through its ESMC joint venture with Infineon, NXP, and Bosch.
Sony to make case for finance arm spin-off in latest corporate transformation
The company plans to distribute just over 80% of its shares in Sony Financial Group, which includes banking and insurance, to shareholders through dividends in kind. It is the first partial spin-off in Japan taking advantage of a 2023 tax change and the first direct listing - set for September 29 - in more than two decades.
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs, sources say
China remains a huge market for Nvidia, accounting for 13% of its sales in the past financial year. It's the third time that Nvidia has had to tailor a GPU for the world's second-largest economy after restrictions from U.S. authorities who are keen to stymie Chinese technological development.
Nvidia to launch cheaper Blackwell AI chip for China after US export curbs
Nvidia plans to launch a lower-spec AI chip for China, priced at $6,500–$8,000, avoiding advanced tech restricted by US export rules. Based on the RTX Pro 6000D, it aims to regain market share lost to Huawei. Mass production may begin in June, with another chip planned for September.
Nvidia's AI plans in Taiwan: All you need to know
Announced at the Computex 2025, the projects to be developed in partnership with key Taiwanese players and backed by government support, point to Taiwan’s growing role in the global AI race. On the cards are building Taiwan’s first large-scale AI supercomputer, a new AI computing centre, among others.
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TSMC declined India’s invitation to set up plant: Report
Taiwan Semiconductor Manufacturing Company declined India's plant invitation. India then partnered with Powerchip Semiconductor Manufacturing Corporation. They will build a wafer plant with Tata Electronics. TSMC is expanding in the US, Japan, and Germany. India is progressing towards chip manufacturing. Six chip fabrication facilities are approved. HCL and Foxconn have a joint venture.
Nintendo turns to Samsung to make chips, ramp up Switch 2 output
Nintendo has partnered with Samsung for the Switch 2's main chips, potentially enabling the production of over 20 million units by March 2026. This collaboration is a significant win for Samsung, aiming to compete with TSMC in chip manufacturing. The Nvidia-designed chip, utilising Samsung's 8-nanometer node, is optimised for their systems, helping Nintendo meet high demand.
AMD to sell ZT Systems' server-manufacturing business to Sanmina in $3 billion deal
AMD is selling the server-manufacturing arm of its newly acquired ZT Systems to Sanmina for $3 billion, retaining the AI design business. The deal supports AMD’s aim to boost U.S.-based production, with Sanmina becoming a key partner for AI systems manufacturing.
MediaTek to start rolling out world's smallest chip from September
MediaTek will begin producing the world’s smallest chips in September 2025, marking a major milestone. CEO Rick Tsai announced the high-volume chip at Computex. Partnering with TSMC, the chip targets efficiency gains. MediaTek also announced advances in AI, 6G, and premium Chromebooks among others.
Taiwan's president downplays tariff tensions with the US as 'frictions between friends'
Amidst ongoing trade negotiations with the U.S., Taiwan's President Lai Ching-te has downplayed tariff tensions as mere "frictions between friends." Despite initial 32% tariffs imposed by the U.S., later reduced to 10%, Lai remains optimistic, emphasizing the long-standing cooperation between the two regions.
MediaTek CEO at Computex 2025: 2nm Chip Tape-Out at TSMC scheduled for September
MediaTek will launch its 2-nanometer chip by September. Rick Tsai, CEO, announced this at Computex 2025 in Taipei. The new chip has advanced AI. It will power next-generation networks. MediaTek is working on AI models and GenAI tech. They are also developing IoT models. The Dimensity 9400+ chip enables on-device AI. Nvidia's Jensen Huang praised MediaTek's AI architecture.
Foxconn and Nvidia launch Taiwan’s first AI supercomputing hub with latest Blackwell GPUs
Foxconn and Nvidia have teamed up to build a state-of-the-art AI supercomputing hub in Taiwan, featuring Nvidia’s latest Blackwell GPUs. This “AI Factory” will accelerate AI development across smart cities, electric vehicles, and manufacturing, supporting researchers and businesses alike. The project, backed by Taiwan’s government and partners like TSMC, aims to boost automation, innovation, and AI adoption nationwide.
Jensanity at its peak: Taiwanese fans are super excited as Nvidia CEO and AI hero Jensen Huang visits the country; here's why he's there
Nvidia CEO Jensen Huang's visit to Taiwan for the Computex trade show has sparked immense excitement. Affectionately termed 'Jensanity' by local media, Huang's arrival drew fervent crowds seeking autographs and glimpses of the AI icon. He attended a high-profile dinner with Taiwanese tech leaders and was a guest of honor at the World Masters Games opening ceremony.
Nvidia unveils plan for Taiwan's first 'AI supercomputer'
Nvidia boss Jensen Huang announced plans for Taiwan's "first AI supercomputer", as he showcased on Monday the company's latest advances in artificial intelligence. Huang said Nvidia would work with Taiwanese tech giants Foxconn and TSMC as well as the government to build Taiwan's "first AI supercomputer .. for the AI infrastructure and AI ecosystem".
Nvidia's Huang sparks 'Jensanity' in Taiwan with AI hero's welcome
Visiting Taipei for Computex last year, some Taiwanese media termed the expression "Jensanity" to describe the level of devotion he generates when he visits. This year, Nvidia has set up a pop-up store selling playing cards, shirts and other memorabilia with Huang's image on it. His fame in Taiwan prompts bafflement from Nvidia colleagues, given he is often largely unnoticed when he attends similar events in the United States, and concern from his bodyguards as they try to hold back reporters and fans alike.
Global chip giants converge on Taiwan for Computex
Taiwan produces the bulk of the world's most advanced chips, including those needed for the most powerful AI applications and research. Top executives from Qualcomm, MediaTek and Foxconn will also speak at Computex, where advances in moving AI from data centres into laptops, robots and cars will be in the spotlight.
Beyond Nvidia, four things to know at Asia’s biggest tech show
Computex, Asia's big electronics show, is set to begin in Taipei. Nvidia's Jensen Huang and other tech leaders will attend. Discussions will focus on AI hardware and the impact of US trade policies. Chip manufacturing is shifting, with opportunities in the Middle East. Concerns about the AI payoff and Intel's new strategy will also be key topics.
Trump’s rush to cut AI deals in Saudi Arabia and UAE opens rift with China hawks
President Trump’s AI chip deals with Gulf nations have sparked internal US tensions. China hawks fear security risks, despite safeguards barring Chinese access. Officials worry the agreements lack binding provisions and could aid China. Trump allies argue the deals protect US dominance by preventing Gulf nations turning to Chinese tech alternatives.
Taiwan's Computex to showcase AI advances, Nvidia's Jensen Huang to take centre stage
At Taiwan’s Computex trade show, AI and geopolitics take centre stage. Nvidia’s Jensen Huang leads a line-up of tech giants showcasing AI advancements amid rising US tariffs and tighter export controls. Collaboration and industrial innovation dominate, reflecting Taiwan’s shift from consumer tech to enterprise-driven, AI-powered solutions and global partnerships.
Donald Trump’s $400 million Qatari gift jet can’t fly high as Air Force One just yet, retrofitting report says it’s grounded until after 2028; here are the reasons
A $400 million luxury Boeing, gifted to Donald Trump by Qatar, faces significant hurdles before becoming Air Force One. Retrofitting the aircraft with military-grade communication systems and security features will cost billions and take years. Experts deem it impossible to complete the upgrades before January 2028, raising questions about the true cost of this "free" gift.
Apple supplier Foxconn cuts outlook due to tariff uncertainty
Foxconn, a major Apple and Nvidia supplier, anticipates challenges due to U.S. tariff uncertainties, leading to a more cautious full-year outlook despite strong AI server demand. While a temporary tariff truce offers some relief, the need for a permanent trade deal remains crucial. The company reported a significant jump in first-quarter profit and is expanding into electric vehicles.
SiCarrier-Huawei partner in chips seeks $2.8 billion in funds, sources say
It is a prime example of how US restrictions on exports of chipmaking gear and advanced semiconductors to China, while curbing tech progress in the world's second-largest economy in some ways, have spurred Chinese firms to take up President Xi Jinping's call to evolve into a self-sufficient domestic chip industry.
Nvidia reportedly hikes GPU prices by up to 15% as tariffs and TSMC cost surges send shockwaves through retail channels; here's how it will affect you
Nvidia has increased prices for its products, which include gaming GPUs and AI chips. The price rise is due to production costs and restrictions on sales to China. RTX 5090 prices saw a sharp increase and other RTX 50 series cards also jumped. Despite challenges, Nvidia expects to meet financial forecasts. High demand for AI chips is expected.
Labour's love lost in USA: Lutnick’s Trumpian dream of highly-paid factory jobs with low-entry barriers is, well, a dream
Commerce Secretary Howard Lutnick envisions a future of high-paying factory jobs for Americans, fueled by tariffs and automation. However, skepticism arises due to the limited number of such positions, potential market saturation, and a shrinking workforce interested in manufacturing. The US trade deficit is increasing, and the economy is contracting, raising concerns about the efficacy of tariff wars.
Amid surge in semiconductor demand, Taiwan's TSMC revenue grows by 22.2% in April
TSMC’s revenue in April 2025 jumped 22% from March and 48% from last year, thanks to strong demand for AI chips. Total 2025 revenue so far is up 43.5%. TSMC remains the top chipmaker with 67% market share. India is also pushing chip manufacturing with big investments.
Apple is developing specialised chips for smart glasses and AI servers: Bloomberg report
Apple is developing custom chips to power future smart glasses, AI servers, and upcoming MacBooks, Bloomberg reports. The glasses chip, built for energy efficiency and camera control, may enter production by 2026. Apple is also advancing its AI efforts with new Mac processors and on-device features through its Apple Intelligence suite.
Ola’s brand move; Tata looks to go Dutch
Happy Monday! Bhavish Aggarwal plans to shift Ola’s IP to a family office-run holding firm. That and more in today’s ETtech Morning Dispatch.
Tata Electronics taps chip giant NXP to bag orders for fab, OSAT
While companies like NXP have their own fabs, they tend to outsource some of their production, and that is where the Tata fab and OSAT could fit in, an industry insider told ET. “They are evaluating which products can be mapped and produced out of the fab in India… Once the fab is up and running, then they will begin with a prototype,” this person said.
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