TSMC's US operations have struggled since their initial launch in 2021, and after four 'rough' years, the Arizona plant has now reported profitability. TSMC's Expansion Towards the US Has Been a Costly Venture, But The Chip Giant Is Playing the 'Long Ball' Game TSMC's expansion into America isn't just driven by political motives; instead, the chip giant recognizes that diversifying production is becoming a 'must' amid the geopolitical risks it faces. The CHIPS Act initially catalyzed the Biden administration's pivot towards Arizona, which laid out initial investment plans. Since 2021, TSMC Arizona has reported operating losses totaling $1.25 billion over […]

Read full article at https://wccftech.com/tsmc-arizona-plant-finally-turns-a-profit-after-four-years-of-struggle/

OpenAI's newest partnership with NVIDIA not only focuses on Vera Rubin but also on inference capacity, which will be provided by the upcoming NVIDIA-Groq solution. OpenAI Now Pivots Towards NVIDIA For Inference, Likely Being Optimistic With the Upcoming Groq Solution OpenAI is currently engaged in financing deals with infrastructure partners all across the AI industry, and the AI giant recently announced $110 billion in fresh capital, driven by the likes of NVIDIA, SoftBank, and Amazon. OpenAI calls the investments a necessity to keep the AI bandwagon up and running, and they have been one of the ways the firm has […]

Read full article at https://wccftech.com/openai-is-set-to-be-the-biggest-customer-for-the-upcoming-nvidia-groq-ai-chip/

Well, Taiwan, being the center of the AI supply chain, faces a somewhat surprising problem, as according to local media, the nation's savings have soared to "historical records". Taiwan's Income Growth Is Driven By Commodity Exports Related to AI; Savings Have Now Reached Historic Levels When we talk about the influence of AI on global economics, Taiwan is one of the few nations that have seen an unprecedented rise in investment activity, driven by the fact that many elements of modern-day AI hardware are sourced from suppliers in the nation. TSMC, Foxconn, Quanta, and Wistron are among the few prominent […]

Read full article at https://wccftech.com/ai-demand-in-taiwan-brings-a-problem-everyone-is-eager-to-have/

NVIDIA has officially overtaken Apple as TSMC's largest chip customer, as Team Green's AI infrastructure buildout drives chip demand never seen before. NVIDIA Now Accounts For More than 19% of TSMC's Overall Revenue, and the Partnership Will Deepen Moving Ahead TSMC has been the global center of semiconductor supply to fabless manufacturers, and the chip giant has single-handedly provided the world with AI computing power driven by Moore's Law. When it comes to TSMC's customers, Apple has dominated the list for several years now, thanks to the Cupertino giant's pursuit of cutting-edge semiconductors for its A-series and M-series chipsets. However, […]

Read full article at https://wccftech.com/nvidia-officially-overtakes-apple-as-tsmc-largest-customer/

Samsung and SK hynix have reportedly started issuing contract prices for the upcoming quarters to customers, and the price increases are gigantic. DRAM Prices Have Almost Grown By 3 to 4 Times Since Q4 2025, And the Situation Is Worsening With Each Day When we talk about DRAM contract prices, it is important to note that, given the memory market's shift to a 'seller-dominated' market, DRAM quotations are now revised quarterly for large-scale customers. For smaller buyers, prices change within days, making it almost impossible for them to procure supplies. In the latest report by the Korean media outlet Sedaily, […]

Read full article at https://wccftech.com/the-new-memory-prices-for-q2-are-so-absurd-that-buyers-might-find-it-better-to-give-up/

The memory industry has gone wild in recent times, and consumers are struggling to get their hands on modules, yet one buyer managed to get pretty lucky with his RAM purchase. Amazon Warehouse Negligence Sent a User RAM Kits Worth Ten Times More Than the Original Order Well, the retail market has pretty surprising stories for us sometimes, and most of them involve either hitting a jackpot with the refund process or relying on Amazon FBA sellers for purchases. This time, a Redditor ordered a single Corsair Vengeance 32 GB DDR5 memory module for $300, but the package he received […]

Read full article at https://wccftech.com/this-person-paid-300-for-a-ram-kit-and-ended-up-with-a-box-full-of-modules/

NVIDIA's latest GPU driver update, which focused on optimizations for Resident Evil Requiem, has been pulled back after Team Green found a bug that had bothered several gamers. NVIDIA's Latest GPU Driver Update Brought In Black Screens, Performance Loss & Several Troubles For Gamers NVIDIA's consumer GPU segment hasn't been seeing the best of times lately, given the ongoing memory shortages. On the software front, the company might have pulled off a blunder. With the latest GeForce Game Ready Driver v595.59 released today, the primary focus has been on the latest Resident Evil release, including support for DLSS 4 MFG […]

Read full article at https://wccftech.com/nvidia-new-gpu-driver-is-a-disaster-it-has-now-been-pulled-back/

NVIDIA's plans for Groq's LPU units are a topic of debate in the industry, and when Jensen was asked about them during the Q4 2026 earnings call, he hinted at rather interesting stuff. NVIDIA's Groq LPUs Will Solidify the Company's Position In Latency-Sensitive Workloads NVIDIA's acquisition spree has been aggressive this year. Still, one of the major partnerships that the company entered into was with Groq, a non-licensing agreement worth up to $20 billion, which is Team Green's biggest investment. The announcement did slip in on Christmas Eve, and NVIDIA never really followed up on actual plans. Interestingly, NVIDIA's CEO […]

Read full article at https://wccftech.com/nvidia-says-groq-acquisition-will-play-a-role-similar-to-mellanox/

NVIDIA has started to feel the aftermath of the ongoing DRAM shortages with its gaming business, as it witnesses a double-digit percentage QoQ decline, with supply remaining tight in the coming quarters. NVIDIA's Consumer GPU Business Is Suffering As Memory Allocation Becomes a Lot More Difficult The consumer GPU industry is indeed in rough times, and with the start of this year, we have seen significant changes in the segment, including availability and launch plans. Memory shortages have intensified to the point that it has become difficult for companies to acquire supplies for their consumer products, and it appears that […]

Read full article at https://wccftech.com/nvidia-gaming-revenue-takes-a-hit-as-cfo-warns-upcoming-months-will-be-very-tight/