Saturday, November 9, 2024

The Taiwan Semiconductor Industry Association says Taiwan's semiconductor production is on track to increase 22% YoY to a record $165B in 2024 on AI demand (Nikkei Asia)

Nikkei Asia:
The Taiwan Semiconductor Industry Association says Taiwan's semiconductor production is on track to increase 22% YoY to a record $165B in 2024 on AI demand  —  HSINCHU, Taiwan — Taiwan's semiconductor production is on track for a 22% increase this year to a record 5.3 trillion New Taiwan dollars …



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SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters)

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