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AMD EPYC Venice Hits TSMC 2nm
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AMD EPYC Venice Hits TSMC 2nm
May 28 at 2:37 AM
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Advanced Micro Devices (AMD) has officially begun the production ramp for its upcoming 6th Gen AMD EPYC™ CPUs, codenamed "Venice." This crucial milestone sees the processors manufactured on TSMC’s cutting-
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Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
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Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) employee bonuses are likely to grow more than 30 percent this year, in line with the past few years as the company’s profits continue to set new records, an anonymous source cited TSMC chairman C.C. Wei (魏哲家) as saying yesterday.
TSMC, the world’s largest contract chipmaker, is committed to taking care of its workers, the source said, citing Wei’s
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AI 2026
AI 2026: TSMC Risks Being a Bottleneck on AI Progress
The world's most valuable chipmaker is a repository of unique industrial expertise. Its businesslike conservatism about AI however risks the company's position being disrupted by competitors.
SAMO BURJA
MAY 27, 2026
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TSMC Fab 16 in China. Photo from Taiwan Semiconductor Manufacturing Co., Ltd. Source.
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・TSMC shares gained 1.6% in Wednesday’s premarket session, inching closer to their all-time high.
・NVDA will invest up to $150 billion towards chipmaking capacity expansion and partnerships in Taiwan, CEO Jensen Huang said.
・Stocktwits sentiment for TSMC remained ‘bearish.’
U.S-listed shares of Taiwan Semiconductor Manufacturing Co. gained 1.6% in premarket trading on Wednesday, after Nvidia CE
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TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
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2026-05-27
Seoul Economic Daily
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