Amid tightening U.S. chip export controls to China, Shanghai-based AI chip companies, MetaX and Enflame, have rumored to downgrade chip designs to TSMC in late 2023 in order to comply with the U.S. export requirements, according to a report by Reuters on 5 June. Regarding this rumor, TSMC decline...

On June 5th, NVIDIA CEO Jensen Huang gave a congratulatory gift to TSMC's new chairman C.C. Wei, emphasizing that TSMC's stock price has been undervalued. He supports Wei's value theory and will back TSMC in its wafer and CoWoS pricing. As per a report from Commercial Times citing sources, it’s...

Charles Liang, President and CEO of AI server giant Supermicro, delivered a keynote speech at COMPUTEX earlier today. According to a report from CNA, while expressing his optimism in expanding the company's market share in the Direct Liquid Cooling (DLC) field, Liang targets to capture a 15% market...

NVIDIA CEO Jensen Huang revealed that Samsung's High Bandwidth Memory (HBM) is still striving on the certification process, but is one step away from beginning supply. According to a report from Bloomberg on June 4th, Huang, during a briefing at the COMPUTEX, told reporters that NVIDIA is evaluat...

Intel CEO Pat Gelsinger delivered a keynote speech at COMPUTEX Taipei earlier today, unveiling the next-generation client architecture set to launch this year. According to a report from CNA, He expressed gratitude to TSMC for collaborating on the development of the Lunar Lake processors, intended f...