Semiconductors

TSMC

Every frontier model is, eventually, a TSMC wafer. The company’s capacity decisions have become a form of industrial policy for the entire AI economy.

Recent coverage

• MediaTek launches Dimensity 9600 Pro using TSMC's 2-nanometre process — Taiwan's chip designer moves closer to cutting-edge semiconductor manufacturing alongside major handset makers. (2026-09-15)
• ASML's next-generation High NA chipmaking tools sold out through 2027 — Semiconductor supply for AI chips tightens as manufacturers commit to pricier equipment. (2026-09-14)