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31.
Three takeouts from the Apple chip report, with one worrying prospect (9to5mac.com)
32.
Apple said to be talking to Intel and Samsung about building key device processors (engadget.com)
33.
OpenAI might be fast-tracking its AI phone with a powerful new MediaTek chip (androidauthority.com)
34.
Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC (9to5mac.com)
35.
Offenders sentenced up to 10 years for spying on TSMC (news.ycombinator.com)
36.
Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure (tomshardware.com)
37.
Apple's success is running into a familiar problem: not enough chips (techspot.com)
38.
Apple may take "several months" to catch up to Mac mini and Studio demand (arstechnica.com)
39.
ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond (tomshardware.com)
40.
Tim Cook says iPhone 17 demand is ‘off the charts’, but supply constraints impacted sales (9to5mac.com)
41.
Inside Google's TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale — network scales up to 1 million TPUs per cluster, an advantage over Nvidia AI accelerators (tomshardware.com)
42.
TSMC's details next-gen CoWoS roadmap: over 14-reticle packages and 48x leap in compute power expected by 2029 — massive size enables 24 HBM5E stacks and additional memory bandwidth jump (tomshardware.com)
43.
Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value (tomshardware.com)
44.
NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative (tomshardware.com)
45.
TSMC shares jump to record high as Taiwan eases single-stock investment caps for funds (cnbc.com)
46.
Bolt Graphics tapes out its first Zeus GPU test chip on TSMC 12nm — firm touts 17x lower cost of compute (tomshardware.com)
47.
TSMC unveils process technology roadmap through 2029 — A12, A13, N2U announced, A16 slips to 2027 (tomshardware.com)
48.
TSMC unveils process technology roadmap through 2029: A12, A13, N2U announced, A16 slips to 2027 (tomshardware.com)
49.
TSMC ups revenue guidance and CapEx, buoyed by 'multiyear AI megatrend' — warns Middle East conflict may impact profitability as costs increase (tomshardware.com)
50.
TSMC warns of Intel Foundry's growing prowess during the company's latest earnings call — 'We view Intel as our formidable competitor and do not underestimate them' (tomshardware.com)
51.
TSMC and ASML post-earnings stock moves could be a sign of what's to come from chip companies (cnbc.com)
52.
Chip Maker TSMC Is More Bullish Than Ever on AI, Despite Iran War (feeds.content.dowjones.io)
53.
TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run (cnbc.com)
54.
Elon Musk demonstrates first sample of Tesla AI5 processor, accidentally thanks TSC rather than TSMC — claims 40X performance boost over the predecessor (tomshardware.com)
55.
TSMC Shows Where AI Demand is Headed (feeds.content.dowjones.io)
56.
Why opinion on AI is so divided (technologyreview.com)
57.
TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong (cnbc.com)
58.
Intel's EMIB-T packaging technology set for fab rollout this year — as TSMC CoWoS capacity remains limited,EMIB-T is preparing for advanced AI accelerator designs (tomshardware.com)
59.
This rumored chip could help 2027’s flagship phones get closer to 5GHz mark (androidauthority.com)
60.
AI's next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan (cnbc.com)
Today's top topics: google android openai elon musk sam altman privacy zdnet memorial day vendor reviews cybersecurity
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