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SHOCKING: 39 - You Need To See This

Nvidia sheds $600 billion in market cap amid DeepSeek tech rout

The shocking success of a new model from a mysterious Chinese lab has America questioning its leadership of the sector.

Fortune

MSI says that the supply of its RTX 5090 cards will be very tight, due to a limited supply of GPUs from Nvidia

Artificial supply constraint or a sign of genuine manufacturing limitations?

PC Gamer

Fujifilm to double spending on chip materials as U.S., Japan and South Korea up chip production

Fujifilm, one of a few makers of EUV photoresists, will expand capacities in the U.S., Japan, and South Korea as Intel, TSMC, Samsung, and SK hynix ramp up production.

Tom’s Hardware

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GB202 die shot beautifully showcases Blackwell in all its glory — GB202 is 24% larger than AD102

A diagram of Nvidia's latest GB202 die has been published, showcasing Blackwell's componentry layout. A comparison to AD102 was also demonstrated.

Tom’s Hardware

Nvidia starts phasing out Maxwell, Pascal, and Volta GPUs — GeForce driver support status unclear

Nvidia has revealed Maxwell, Pascal, and Volta architectures are considered feature-complete and will be frozen in an upcoming CUDA release.

Tom’s Hardware

Nvidia GeForce RTX 5090 FE review

A new graphics card built for silicon austerity and a new era of AI rendering.

PC Gamer

Samsung to cut foundry investment in half, to $3.5B, says report — Rivals expected to invest more

Unlike industry peers, Samsung Foundry reportedly intends to cut down spending on contract chipmaking unit.

Tom’s Hardware

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Nvidia RTX 5090 FE reviews go live tomorrow at 6 AM PST — Custom AIB models will follow a day later

The Nvidia GeForce RTX 5090 Founders Edition review embargo lifts tomorrow, January 23, at 6:00 AM PST. Add-in board partner card reviews can go live on January 24.

Tom’s Hardware

Earthquake may have affected 20,000 TSMC wafers — the majority will likely have to be scrapped

More details about the impact of Taiwanese earthquake impact on TSMC emerge: up to 20,000 wafers could be affected.

Tom’s Hardware

Intel's next-gen desktop CPU Nova Lake allegedly spotted and can't come soon enough

Successor to the underwhelming Arrow Lake CPU spotted.

PC Gamer

TSMC restores operations after magnitude 6.4 quake halts production in Taiwan

TSMC resumes production at facilities located in two cities in Taiwan that were affected by a magnitude 6.4 earthquake.

Tom’s Hardware

Taiwan chipmaker TSMC evacuates factories after 6.4-magnitude earthquake

The quake shook buildings as far as Taipei and prompted evacuations

The Independent UK

Nvidia's Huang enjoys 'trillion dollar banquet' with 35 Taiwanese semiconductor industry chiefs

Jensen Huang invited around 35 chief executives from various Nvidia partners to lunch, which led to the media calling it the 'trillion dollar' banquet.

Tom’s Hardware

Trump administration will back CHIPS and Science Act hints outgoing Commerce Secretary

Next U.S. Commerce Secretary reportedly plans to continue implementing CHIPS and Science Act program.

Tom’s Hardware

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Tom’s Hardware

Bureaucracy and distance mean TSMC's U.S. fabs may always be behind Taiwan

TSMC says it is close to impossible to ramp up a leading-edge node in the U.S. and bureaucracy and distance are to blame

MarketBeat

TSMC: Long-Term Outlook Still Strong as Geopolitical Risk Rises

Taiwan Semiconductor Manufacturing pleased investors with its latest earnings. However, its important to consider how new U.S. controls could affect the stock.

Tom’s Hardware

TSMC's Arizona Fab 21 mass produces 4nm chips at a higher price than Taiwan

TSMC confirms Arizona Fab 21 is making chips in volume, charges higher prices than Taiwanese fabs.

Fortune

TSMC stock jumps 5% after Nvidia supplier posts record profits

The company revealed net income rose 57% for the final quarter of 2024, while revenue increased 37% to almost $27 billion.

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news in one place.

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Tom’s Hardware

Nvidia shifts to CoWoS-L packaging for Blackwell GPU production ramp-up

As demand shifts for dual-die Blackwell products, Nvidia reportedly increases CoWoS-L orders while possibly reducing orders for CoWoS-S packaging technology.

The Independent UK

Taiwanese chipmaker TSMC posts 57% surge in profit thanks to the AI boom

Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom

International Business Times

Taiwan's TSMC Says Net Profit Rose 57% In Fourth Quarter

Taiwanese chipmaking giant TSMC on Thursday announced a better-than-expected net profit for the fourth quarter as it benefits from booming demand for AI technology.

Tom’s Hardware

Nvidia reportedly prioritizing dual-die Blackwell GPUs with CoWoS-L packaging

Nvidia's new Blackwell roadmap for 2025 prioritizes multi-die variants with CoWoS-L packaging, impacting CoWoS-S suppliers.

Barchart

This AI Stock Is a Buy Before January 16

TSMC is set to report another strong quarter on Jan. 16, and savvy investors have an opportunity now to snap up shares

PC Gamer

An ode to the RTX 4090 and why high-end GPUs can sometimes be the best value

The new RTX 5090 doesn't look quite as compelling.

PC Gamer

TSMC's next-gen 2nm silicon is reportedly on track for later this year but don't expect chips for PCs until 2027 and beyond

Maybe Moore's law isn't quite dead.

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