TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 13 10
Nvidia and Mitsubishi Heavy: when the GPU manufacturer seeks out a boiler maker
Cooling and energy management: Nvidia discusses with a Japanese industrial giant. The signal is more interesting than the agreement - the constraint has shifted from silicon to thermal.
Jul 14, 2026 at 22:30 9 6