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  1. 原创
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    TSMC’s revenue rose 53.3% year-on-year in August to a fresh record high NT$514.81 billion (US$16.09B), the 4th consecutive monthly high amid robust global AI-related demand. The previous record was NT$467.58 billion in July. TSMC did not provide a US$ figure. The figure is based on its forex guidance for the 3rd quarter. 1/3 $TSM $AAPL $NVDA $AMD $AVGO $QCOM #semiconductors #semiconductor

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    TSMC: Demand for AI compute will 5x annually in coming years, leading overall system compute in 2029 to 50x that of 2024, media report, citing April Li, head of AI and HPC Business Development. TSMC estimates 30 to 40GW per year of AI data centers will be built per year, compared to 5 to 6GW of data centers historically. New advances are vital to keep pace, and TSMC aims to have A12 in mass production in 2029, and 14x-reticle size CoWoS packaging in 2028, and more. By 2030, a single AI chip package will hold over 1 trillion transistors, she said. $TSM $NVDA $GOOGL $AVGO #semiconductors https://t.co/q3i45f42lX

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    Nvidia jump starts AI PC market: Asustek’s and MSI’s initial batches of AI PCs designed around Nvidia RTX Spark processors have completely sold out in pre-order, media report, and both have already asked Nvidia for more chips, which are made on TSMC’s 3nm process. There are 2 main RTX Spark chips, the N1 for mainstream AI PCs and the N1x for high-end. $NVDA $TSM #Asustek #MSI #AIPC https://t.co/mqCY90xEMF

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    Nvidia jump starts AI PC market: Asustek’s and MSI’s initial batches of AI PCs designed around Nvidia RTX Spark processors have completely sold out in pre-order, media report, and both have already asking Nvidia for more chips, which are made on TSMC’s 3nm process. There are 2 main RTX Spark chips, the N1 for mainstream AI PCs and the N1x for high-end. $NVDA $TSM #Asustek #MSI #AIPC https://t.co/mqCY90xEMF

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    Taiwan prosecutors raided a plant owned by ABF substrate giant Unimicron on Friday over the alleged import of substrates and printed circuit boards (PCBs) made at its China plants and then re-labelling them ‘Made in Taiwan’, media report. Some employees are suspected of crimes including document forgery and product origin fraud. The head of Unimicron’s PCB division was released Saturday on bail of NT$15 million (US$475,000). Several other managers were also released for lower amounts. $NVDA $GOOGL $AMZN $MSFT $META https://t.co/4BvJx3TID4