Arm Unveils Its Own AGI CPU, Deepening Its Taiwan-Linked AI Data Center Push★ 72
INSIDE 硬塞 AI13h agoHardwareArm has introduced AGI CPU, its first processor designed for its own portfolio and aimed at AI data centers. The move expands Arm beyond its traditional business of licensing chip design blueprints to other companies. The article also highlights CEO Rene Haas's emphasis on Taiwan's importance, although the provided text does not specify manufacturing partners, specifications, or timelines.
TSMC Denies Bonus Cut Rumors, Says Annual Employee Bonuses Still Up Over 30%
INSIDE 硬塞 AI6d agoBusinessINSIDE reports that TSMC addressed rumors claiming employee bonuses would be cut by 15%. President C.C. Wei said that, if performance remains unchanged, annual bonuses would still increase by more than 30%. He framed the move as balancing employee care with social responsibility, while also promising that raises for frontline employees would exceed those for managers.
SK Hynix Market Cap Hits $1 Trillion, Becoming Asia's Third Trillion-Dollar Company★ 85
INSIDE 硬塞 AI6d agoBusinessDriven by surging AI demand for High Bandwidth Memory (HBM), SK Hynix's market cap has officially surpassed $1 trillion, joining TSMC and Tencent as Asia's third trillion-dollar company. This milestone highlights SK Hynix's dominant position in the AI hardware supply chain. It also signals a fundamental shift for the memory industry, transforming it from a cyclical commodity into a critical pillar of AI infrastructure.
Taiwan Stock Market Surpasses India as 5th Largest Globally, Driven by TSMC's $2T Valuation★ 72
INSIDE 硬塞 AI7d agoBusinessDriven by the global AI hardware boom, TSMC's market capitalization has surpassed $2 trillion, propelling Taiwan's stock market value past India's to become the fifth-largest globally. However, this milestone highlights a significant structural risk: TSMC alone now accounts for 42% of Taiwan's total market weight. The shift underscores intense capital concentration within the critical AI semiconductor supply chain.
From $2 to $760B: The Two Strategic Bets That Fueled Lisa Su's AMD Turnaround
INSIDE 硬塞 AI8d agoBusinessWhen Lisa Su became AMD's CEO in 2014, the company was near bankruptcy with a $2 stock price. She turned it around through two critical bets: transitioning advanced manufacturing entirely to TSMC, and pioneering the modular "Chiplet" architecture. These strategic moves allowed AMD to leapfrog Intel in performance and efficiency, driving its market cap past $760 billion.
Huawei Challenges TSMC with "τ Scaling Law" Aiming for Equivalent 1.4nm Chips by 2031★ 75
INSIDE 硬塞 AI8d agoHardwareTo bypass US semiconductor equipment sanctions, Huawei has introduced the "τ (Tau) scaling law." Instead of physical transistor shrinking, this approach focuses on reducing signal propagation delay via design-level innovations like logic folding. Huawei aims to achieve performance equivalent to a 1.4nm node by 2031, challenging TSMC's lithography-centric dominance.