AI Market Movers · GPUs, accelerators & foundries
Taiwan Semiconductor
TSM
Taiwan Semiconductor is the foundry. Almost every serious AI accelerator still goes through a TSMC line before it hits a board.
- Site
- tsmc.com
- Who
- C.C. Wei, CEO
In the Daily
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Closing Time: They bought the town squareNvidia signed Hugging Face. Astra started rolling. Anthropic chased distillers onto the dark web.