As demand for high-end processors surges, TSMC’s role as Apple’s main chip manufacturer is becoming more complex. While Apple has long been TSMC’s biggest customer, the rise of AI and server chip markets is shifting the power dynamics. This could mean higher costs for Apple’s devices and a more competitive environment for TSMC’s manufacturing capacity.
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All posts tagged in Semiconductor
Something notable just happened in China’s AI world, but it didn’t come with big headlines or flashy events. Instead, it was a quiet achievement that stands out. Zhipu AI, a prominent Chinese AI company, announced it trained a top-tier image generation model entirely on Huawei’s own chips. No Nvidia graphics cards involved. No Western hardware
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Chinese tech company Zhipu AI has successfully trained a cutting-edge image generation model entirely on Huawei processors. This marks a significant milestone for Chinese firms in developing competitive AI systems without relying on Western hardware, especially Nvidia’s GPUs. The achievement highlights China’s growing ability to build advanced AI tools with domestically made chips amidst ongoing
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Chinese tech company Zhipu AI has achieved a major milestone by training a state-of-the-art image generation model entirely on Huawei’s domestically-made processors. This success demonstrates that Chinese firms can develop competitive artificial intelligence systems without relying on Western hardware. The breakthrough highlights China’s growing capabilities in AI hardware and software development, especially under current restrictions
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Recently, a conflict over chip sales between the US and China has heated up. Nvidia’s new H200 AI processors are caught in the middle. After the US government announced new export rules, the future of these chips in China became uncertain. The situation illustrates the ongoing tech and trade tensions between the two countries. US
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In 2025, the worldwide sales of semiconductors reached a total of $793 billion, marking a 21 percent increase from the previous year. This surge reflects the growing demand for advanced chips, especially those used in artificial intelligence and graphics processing. The rise is also driven by the expansion of data centers across the globe, fueling
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Global PC shipments saw a significant boost in the last quarter of 2025, increasing by nearly 10%. This uptick was partly fueled by a rush to upgrade systems as support for Windows 10 ended. However, experts warn that this growth might not last long due to looming memory shortages that could affect both businesses and
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The term “AI factory” has been popping up a lot at this year’s Consumer Electronics Show (CES). It’s a phrase that seems to mean different things to different people. Some see it as a type of specialized data center, while others think of it as a set of hardware or software tools designed for AI
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For decades, Windows PCs have faced stiff competition from tablets, Macs, Linux machines, and other devices. But recent advances in artificial intelligence may be helping to turn the tide. The launch of the first “AI PCs” in 2024 has generated buzz, and shipments are steadily increasing. However, early adopters have struggled to find offline AI
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In 2025, the shortage of AI chips became the biggest hurdle for companies deploying artificial intelligence. CTOs quickly realized that geopolitics and manufacturing limits mattered more than software plans or vendor promises. What started as US export controls aimed at China soon turned into a global infrastructure crisis. The core issue wasn’t just policy—it was
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