TSMC

About TSMC

Technology company

Recent News about TSMC

• AI chip jitters drag Asian stocks as markets reassess hype premium

  On July 14, 2026 The Washington Post, citing AP reporting, noted that Asian equities fell as AI‑linked chip stocks such as Nvidia and Micron slid amid concerns valuations had run ahead of profits. The piece reports that traders fear AI may not deliver enough earnings to justify recent surges, contributing to a broader risk‑off move alongside geopolitical tensions.

  Source: The Washington Post (AP)2026-07-14T04:12:00.000Z

• OpenAI Jalapeño chip targets cheaper, faster AI inference

  OpenAI on June 25, 2026 publicly detailed Jalapeño, its first custom AI inference chip co-developed with Broadcom, via multiple tech outlets. The processor is designed to cut reliance on Nvidia GPUs and lower the cost of running services like ChatGPT and Codex, with early tests showing higher performance per watt than current accelerators.

  Source: iTechPost2026-06-25T13:30:00.000Z

• OpenAI Jalapeño AI chip targets cheaper, faster LLM inference

  OpenAI and Broadcom on June 24, 2026 unveiled Jalapeño, OpenAI’s first custom “Intelligence Processor” built specifically for large language model inference and manufactured by TSMC. Engineering samples are already running workloads such as GPT‑5.3‑Codex‑Spark in OpenAI’s labs, with large‑scale data center deployment planned beginning in 2026. ([openai.com](https://openai.com/index/openai-broadcom-jalapeno-inference-chip/))

  Source: DIGITIMES2026-06-25T01:03:00.000Z

• Kenya editorial links Africa’s AI future to energy sovereignty

  In a June 22, 2026 opinion piece, The Kenya Times argued that Africa’s ability to benefit from AI hinges less on installing more renewables and more on securing reliable, dispatchable power for data centers and AI infrastructure. The author compares AI compute to nuclear fuel cycles, warning that without energy sovereignty Africa risks remaining a low‑value data annotation hub rather than a producer of high‑end AI services.([thekenyatimes.com](https://thekenyatimes.com/opinions/africas-ai-future-depends-on-energy-sovereignty-not-just-renewables/?utm_source=openai))

  Source: The Kenya Times2026-06-22T00:00:00.000Z

• Tensordyne claims $200m demand for Napier AI inference system

  On June 15, 2026, AI chip startup Tensordyne told Reuters it expects more than $200 million in orders for its new Napier inference system, positioning itself as a direct challenger to Nvidia in data‑center AI. The company says it has over a dozen letters of intent and plans a formal product launch in the coming months.

  Source: Reuters (via StreetInsider)2026-06-15T14:01:00.000Z

• US widens AI chip export ban to Chinese firms abroad

  On June 1, 2026, the US Department of Commerce clarified that export controls on advanced AI chips apply to subsidiaries of Chinese companies operating outside China. The Bureau of Industry and Security said licences are required for shipments of controlled Nvidia-class GPUs to any China-headquartered entity, closing a loophole in prior rules.

  Source: Al Jazeera2026-06-01T00:00:00.000Z

• Nvidia RTX Spark superchip targets AI PCs and agents

  Nvidia on June 1, 2026 unveiled RTX Spark, an Arm-based "AI PC" superchip for Windows laptops and desktops, alongside its Vera CPU and Vera Rubin data center platform. CEO Jensen Huang framed the launch at Computex Taipei as a reinvention of the PC around agentic AI, with PCs and robots running local AI agents on Blackwell-era hardware.

  Source: TechXplore (AFP)2026-06-01T00:00:00.000Z

• Computex 2026 becomes AI showcase as Nvidia leads Taiwan push

  On June 1, 2026, Nvidia CEO Jensen Huang opened Computex in Taipei with a keynote focused on AI chips, the Vera Rubin data-center platform, and Taiwan’s central role in Nvidia’s supply chain. In parallel, Taiwanese and regional vendors including IEI and MICROIP announced new edge AI platforms and automotive AI systems, as AI hype helped lift Asian markets.

  Source: Mezha2026-05-31T23:31:00.000Z

• ByteDance plans custom AI CPUs to cut reliance on US chips

  Reports from May 31 indicate TikTok owner ByteDance is designing its own AI-oriented CPU chips, inspired by Groq’s language processing units, to support inference-heavy agentic AI workloads. The company is exploring both Arm- and RISC‑V–based designs and partnering with Chinese startup InnoStar Semiconductor while continuing to depend on Nvidia GPUs in the near term.([technews.tw](https://technews.tw/2026/05/31/bytedance-agentic-ai-and-ai-chip/))

  Source: TechNews2026-05-31T06:17:00.000Z

• Australia forecast to see $155B AI data centre construction boom

  In an analysis shared on ABC News’ markets live blog on May 29, 2026, Westpac economists estimated that Australia’s AI data centre construction pipeline will exceed A$155 billion, or about 5.6% of annual GDP. The note said Microsoft, Amazon and other tech giants have pledged at least US$20 billion each for Australian AI infrastructure, making the country the world’s second‑largest data centre investment destination in 2024.

  Source: ABC News (Australia)2026-05-29T03:47:00.000Z