Tag: #tsmc

Apple Held Exploratory Talks With Intel, Samsung About U.S. Chip Production, Report Says

Bloomberg says Apple explored U.S. production of its main processors with Intel and Samsung. Talks were preliminary; no deal or orders announced.

$AAPL, $INTC, $SSNLF, #apple, #intel, #semiconductor, #tsmc, #foundry

AMD Says Sixth‑Gen EPYC 'Venice' on Track for Launch Later in 2026

AMD said on its Q1 2026 call that sixth‑gen EPYC 'Venice' (Zen 6, TSMC 2nm, up to 256 cores) remains on track to launch later in 2026.

$AMD, #amd, #epyc, #server, #processors, #tsmc

TSMC profit surges 58% in Q1 2026 as AI demand fuels record margins

TSMC's Q1 2026 net income rose 58% as AI and HPC chips boost revenue and margins; company sticks to a record $52–56B 2026 capex plan.

$TSM, #tsmc, #ai, #semiconductors, #chipmaking