Thursday, January 16, 2025

TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation (Kathrin Hille/Financial Times)

Kathrin Hille / Financial Times:
TSMC says it will raise 2025 capital spending to $38B-$40B, an over 30% increase after three years of stagnation  —  World's biggest chipmaker faces less efficient operations in US and Japan but gets boost from AI demand  —  Taiwan Semiconductor Manufacturing Company has cut …



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SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)

Ian King / Bloomberg : SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remar...