AMD chief executive Lisa Su told reporters in Taipei on October 6 that the company raised its supply through 2026 and plans a substantial further increase in 2027. She said demand looks very high for the next several years, that AMD is planning its wafer…
Finance angle AMD's sales of AI processors are limited by how many advanced wafers, packaging slots and memory chips it can secure, not by orders, so supply commitments are what turn demand into revenue. More AMD volume means more business for TSMC (wafers), Foxconn (server assembly) and Samsung and SK Hynix (high-bandwidth…
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Elon Musk confirmed on October 3 that TSMC is in discussions with Terafab, the Tesla and SpaceX chipmaking venture in Texas, about working together on manufacturing there. He described the talks as early, with nothing agreed. Two structures are being…
Finance angle The finance angle is who gets paid to build and run a plant whose first phase carries about $16.8 billion of funding. Intel's foundry business has few large outside customers, and Terafab was one of the names attached to its 14A process; a role for TSMC would put the market leader inside the same project, which is…
Read the report at Crypto Briefing ↗
TSMC reported second-quarter revenue of $40.2 billion, up 34% from a year earlier and 12% from the previous quarter, with net income up 77% to NT$706.6 billion ($21.9 billion). The chipmaker raised its full-year outlook to dollar revenue growth of slightly…
Finance angle TSMC makes the advanced chips designed by Nvidia, AMD, Broadcom and Apple, so its $60-64 billion capex budget is revenue for equipment makers such as ASML and a gauge of how much AI chip supply can grow. The extra $100 billion for Arizona, for a US total of $265 billion, shifts more of that spending onto US soil.…
Read the report at Hargreaves Lansdown (Sharecast) ↗
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