chipmaker
The state of Intel: What the company’s $5 billion deal with Nvidia could mean for the floundering chipmaker — Investments, capex, and the beating heart of x86
The news was as baffling as it was big: On September 18, Nvidia and Intel announced a collaboration to co-develop multiple generations of data center and PC products. As part of the deal, Nvidia said it would purchase $5 billion of stock in the troubled tech firm. Intel was so dominant in the 1990s that…
TSMC’s quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
TSMC on Thursday reported its strongest quarter ever, posting a revenue of $30 billion for the second quarter of 2025, citing strong demand for AI processors. The foundry expects demand for AI applications to grow in the coming years, so it is plotting a rather unprecedented expansion plan that involves building 15 new fabs over…