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TSMC and Intel
TSMC and Intel: hiring, expansion, leadership and results.
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GlobalFoundries and TSMC reach $2B deal for US-based silicon interposers
7+ hour, 57+ min ago (351+ words) Under the agreement, GlobalFoundries will provide TSMC with manufacturing services and fabrication capacity at GlobalFoundries' Malta, New York, facility. Production is set to ramp there during the first half of 2028. According to a news release, the agreement has an initial…...
Worried About the AI Boom? Don’t Be. AI Companies Are Growing Despite the Rout
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Ferrari’s chairman is bullish on AI. He’s less certain how businesses will cash in
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GlobalFoundries to make key AI chip component for TSMC in $2 billion deal
1+ day, 33+ min ago (162+ words) Oct 8: GlobalFoundries on Thursday said it has reached a $2 billion agreement to make a key component used to link AI processors and memory chips for TSMC at its New York facility. Known as a silicon interposer, the component sits beneath…...
Taiwan Strengthens Its Technological and Business Partnership with Mexico
1+ day, 4+ hour ago (218+ words) MEXICONOW Taiwan Strengthens Its Technological and Business Partnership with Mexico Taiwan and Mexico are expanding their economic relationship by focusing on technology and advanced manufacturing, given that more than 300 Taiwanese companies generate approximately 70,000 direct jobs in the country, in addition…...
TSMC’s $2 Billion Deal With Rival GlobalFoundries Builds on Existing US Interposer Production
1+ day, 9+ hour ago (202+ words) GlobalFoundries’ $2 billion agreement with Taiwan Semiconductor Manufacturing Co. expands a US chip-packaging capability that GlobalFoundries already possessed nearly two years ago. The new commercial step is supplying TSMC’s advanced-packaging system, rather than introducing silicon-interposer manufacturing to New York for the…...
There Was Never An Easy AI Era, And Investors Are Raising The Bar
3+ day, 6+ hour ago (479+ words) In 2021, putting AI on a slide could get you funded. Small and mid-sized businesses were eager to be early adopters, and they bought fast. I watched companies secure customers, raise money, then struggle to keep anyone using their products. Retention…...
Taipei Economic and Cultural Office opens in Phoenix
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More Thoughts about Investing for AI — LessWrong
1+ day, 8+ hour ago (1125+ words) The AI trade is still a very good bet. Increased political uncertainty makes all investments today somewhat less promising than was the case when I wrote about this topic in July 2025. A pause is looking like it will cause less…...
TSMC Could Invest Over $265 Billion in US Expansion With 6 New Factories in Dallas
1+ week, 1+ day ago (249+ words) TSMC announced some time ago that it has plans to expand in the United States. Until now, it was known that the company’s plan involved opening several plants in Arizona. However, it seems that this expansion could grow further, with…...