TSMC confirms A14 (1.4nm-class) production for 2028 - pushing the sub-2nm horizon back to a schedule that anchors every hyperscaler's 2027 capacity plan.
1 h ago 6 8
Meta and Anthropic are in preliminary discussions for a deal reportedly worth up to $10 billion - a move that would slot the last unaligned frontier lab into a specific hyperscaler orbit.
1 h ago 8 8
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
yesterday 9 9
