TSMC is a ticker tracked in our intelligence system with 5 linked articles.
Sony and TSMC are forging a sensor-capacity alliance in a $4.7B deal to curb Samsung’s dominance in smartphone image sensors, with Apple highlighted as a key beneficiary.
Ozlo Sleepbuds 2 adds longer battery life, better connectivity, updated audio, and new sleep-data features at $279, continuing Bose’s Sleepbuds legacy via licensing and former Bose engineers.
Samsung chip workers are defecting to SK Hynix driven by superior AI-era bonuses and a competitive talent market, amid a wave of multi-year profit-sharing schemes, union negotiations, and looming labor shortages that could affect the HBM race.
AMD unveils a high-end data-center stack (Helios 72-GPU rack with MI455) and a broad CPU/GPU roadmap, backed by major Anthropic/OpenAI deals and a Cerebras disaggregate-inference play, signaling a meaningful shift toward AMD-enabled AI infra dominance by 2027-2028.
Etched raises $300M in a Series C at a $10B pre-money (total raised $1.1B) with $1B in pre-orders and plans to ship racks this summer, underscoring strong near-term demand for AI accelerator hardware and a high-profile investor syndicate.
Intel Foundry shows execution gains but external merchant-foundry revenue remains a small portion of total, with Fortinet as a real external customer test and multiple milestones needed before a meaningful merchant business emerges.
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