Jensen Huang Hosts Taiwan Supply Chain Dinner, Says TSMC Leads Huawei by 10 Years
INSIDE 硬塞 AI4d agoBusinessNVIDIA CEO Jensen Huang hosted key Taiwanese supply chain partners, with senior leaders from TSMC, Foxconn, and Quanta attending the high-profile dinner. The report frames the event as a signal of Taiwan’s central role in AI hardware, from advanced chips to manufacturing and servers. Huang also said TSMC leads Huawei by 10 years, underscoring the strategic weight of semiconductor capability.
AI Power Demand Surges as TSMC Says Energy Efficiency Is Key to Chip Development
INSIDE 硬塞 AI4d agoHardwareTSMC senior vice president Cliff Hou said customers across smartphones and AI data centers are increasingly focused on improving performance without increasing power use. The comment reflects rising energy pressure as AI workloads expand. For chipmakers and infrastructure buyers, energy efficiency is becoming a central metric alongside raw computing performance.
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.
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.