AMD just unveiled its 6th Gen EPYC 9006 server CPUs built on TSMC's 2nm Zen 6 architecture, packing up to 256 cores and 512 threads per socket. AMD claims the chips deliver a 174% geomean performance leap over Intel Xeon 6980P in agentic AI pipelines like orchestration and database retrieval.
Microsoft just introduced Maia 200, an in-house inference accelerator built on TSMC’s 3nm process. The chip delivers 30% better performance per dollar than Microsoft’s current fleet and boasts three times the FP4 performance of Amazon’s Trainium 3. It is already deployed in Iowa to power workloads like GPT-5.2 and Copilot, signaling hyperscalers’ aggressive push to cut reliance on commercial AI silicon.
Tesla just inked a $16.5 billion deal with Samsung to manufacture its next-generation AI6 chip at Samsung's new Texas foundry. The custom silicon is designed as an all-in-one chip powering FSD, Optimus humanoid robots, and data center training. Elon Musk hinted that actual spending could end up several times higher.
NVIDIA CEO Jensen Huang just took the stage at COMPUTEX to declare that computing centers are officially turning into token-producing "AI factories." Backing up predictions of a multi-trillion-dollar infrastructure boom, NVIDIA unveiled the semi-custom NVLink Fusion architecture, DGX Spark desktop supercomputers, and a physics engine built with DeepMind and Disney. It is a full-stack push to cement NVIDIA as the bedrock of both digital and physical AI.
Nvidia just started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, with packaging and testing handled within the state. The company is also teaming up with Foxconn and Wistron to build supercomputer factories in Texas, aiming to ramp up mass production over the next 12 to 15 months.
TSMC just committed at least $100 billion to expand its US semiconductor manufacturing footprint, funding two new factories in Phoenix alongside its existing three. CEO C.C. Wei confirmed the new sites will build advanced AI chips. It is a massive bet to onshore supply chains ahead of planned semiconductor tariffs.
Apple just placed orders with TSMC for its upcoming M5 chip, targeting production development ahead of late 2025. Apple is skipping the pricier 2nm node in favor of advanced 3nm tech with 3D chip stacking. Crucially, Apple plans to deploy M5 across future hardware and its own cloud AI servers.
OpenAI is developing its first custom AI inference chip with Broadcom and TSMC, expected for production in 2026, while shelving costly plans to build its own foundries. To rein in soaring infrastructure costs, the company is also adding AMD chips alongside Nvidia GPUs to diversify its hardware stack.
Google's internal chip division leaks just revealed upcoming AI features for the Pixel 10 and 11. Powered by a TSMC 3nm Tensor G5 chip, the Pixel 10 will reportedly feature on-device generative video editing, voice-based photo tweaks, and sketch-to-image. Why it matters: Google is doubling down on custom silicon to run heavy creative AI tasks locally instead of offloading them to the cloud.
ByteDance is reportedly teaming up with TSMC to design two custom AI chips for training and inference, targeting mass production by 2026. The effort looks to bypass costly Nvidia GPUs and navigate tightening U.S. export controls. Why it matters: Going in-house could save billions, though the plans remain in early stages and subject to regulatory shifts.
