TSMC GlobalFoundries, TSMC partner for US silicon interposer supply - ET Datacenters
GlobalFoundries and TSMC have partnered on the supply of silicon interposers for US production.
Source: Google News: TSMC AI Group
Silicon and supply chain
Accelerators, HBM memory, foundry capacity, and the capital behind AI infrastructure.
TSMC 
NVIDIA Scale Agentic Coding Workflows with Meta’s Muse Spark Open on NVIDIA GB300 NVL72
Meta launches Muse Spark Open, a coding-focused mixture-of-experts model with 816B total parameters, 42B active, and a 1M-token context window. NVIDIA's developer blog covers scaling agentic coding workflows with it on GB300 NVL72 systems.
Source: NVIDIA Developer BlogNVIDIA Be There for the Beginning: Celebrate the Launch of NVIDIA RTX Spark
NVIDIA announces the launch of RTX Spark, a Windows PC platform aimed at creators, gamers, and AI agents. Launch events are planned around the world.
Source: NVIDIA BlogTSMC TSMC CEO Hints Company Could Back Up Customers If Intel’s Advanced Packaging Ramp-Up Falls Short - TradingView
TSMC's CEO suggested the company could back up customers if Intel's advanced packaging ramp-up falls short.
Source: Google News: TSMC AITSMC TSMC CEO Hints Company Could Back Up Customers If Intel’s Advanced Packaging Ramp-Up Falls Short - TradingView
TSMC's CEO suggested the company could support customers if Intel's advanced packaging ramp-up falls short, according to a TradingView report.
Source: Google News: TSMC AINVIDIA Open From Data Center to Desktop: NVIDIA Expands Nemotron Family With Highest Efficiency Super VL and Bolt Models
NVIDIA released Nemotron 3.5 Super VL, an open 120-billion-parameter model, plus two edge models, Bolt 74B-A9B 24GB and Bolt E4B 4GB, for local agentic workloads.
Source: NVIDIA BlogNVIDIA NVIDIA Nemotron 3.5 Super VL Powers Specialized Agents with Multimodal Reasoning
NVIDIA's developer blog describes how Nemotron 3.5 Super VL supports always-on agents with multimodal reasoning for longer, more complex enterprise workflows.
Source: NVIDIA Developer BlogNVIDIA Dial Up the Cloud: NVIDIA DLSS 4.5 Controls Arrive on GeForce NOW
NVIDIA's DLSS 4.5 controls are now available on GeForce NOW, and Enshrouded has left early access with its 1.0 release.
Source: NVIDIA BlogNVIDIA NVIDIA Expands Advanced Technology Access for Europe’s Scientific Community Through Open Learning Resources, Collaborations and Compute
NVIDIA says it is expanding access to advanced technology for Europe's scientific community through open learning resources, collaborations and compute. It notes that smaller labs and early-career scientists often find pre-research work the hardest part.
Source: NVIDIA BlogTSMC TSMC posts sixth straight quarter of record profit on AI boom; market cap nearly double Samsung Electronics - The Business Times
TSMC reports its sixth straight quarter of record profit on AI demand, and its market cap is nearly double that of Samsung Electronics, per The Business Times.
Source: Google News: TSMC AITSMC Intel's Advanced Packaging Roadmap Revealed: EMIB-T Mass Production Next Year, Targeting 12x Reticle-Size AI Chips - finance.biggo.com
A report on Intel's advanced packaging roadmap says its EMIB-T technology is slated for mass production next year, aimed at AI chips up to 12 times the size of a standard reticle.
Source: Google News: TSMC AINVIDIA The Nordics and NVIDIA Show What’s Possible When a Region Commits to Advanced Computing
An NVIDIA blog post says the Nordic countries lead Europe in unicorn startup density, with the most $1B+ emerging companies per capita, and describes the region's push to build a major computing ecosystem.
Source: NVIDIA BlogTSMC TSMC’s AI Chip Engine Keeps Setting Profit Records - Finimize
A Finimize article reports that TSMC's AI chip business continues to set profit records.
Source: Google News: TSMC AITSMC TSMC Q3 Profit May Hit Record, Teams Up With GlobalFoundries to Expand CoWoS Silicon Interposer Supply - TradingKey
TradingKey reports that TSMC's third-quarter profit may reach a record, and that the company is working with GlobalFoundries to expand supply of CoWoS silicon interposers.
Source: Google News: TSMC AI
Intel Applied Materials unveils AI chip hub with TSMC, Intel - Tech in Asia
Tech in Asia reports that Applied Materials has unveiled an AI chip hub with TSMC and Intel.
Source: Google News: Intel AITSMC TSMC expected to report sixth straight quarter of record profit thanks to AI boom - The Mighty 790 KFGO
TSMC is expected to report its sixth straight quarter of record profit, driven by demand from the AI boom.
Source: Google News: TSMC AINVIDIA Optimizing Agent Reliability and Tool Calling Efficiency for Chip Design Using NVIDIA NeMo Gym
An NVIDIA Developer Blog post describes using NeMo Gym to improve agent reliability and tool-calling efficiency in chip design. It notes that AI agents can boost productivity in complex chip design workflows but may generate plausible yet incorrect artifacts.
Source: NVIDIA Developer BlogTSMC TSMC Posts Record Q3 Revenue: NT$1.494tn on AI Boom [2026] - tech-insider.org
TSMC reported record third-quarter revenue of NT$1.494 trillion, attributed to the AI boom, according to tech-insider.org.
Source: Google News: TSMC AINVIDIA From Enterprise to Earthshot: UK’s Ecosystem Moves From Ambition to Application With NVIDIA
An NVIDIA blog post describes the U.K.'s AI ecosystem moving from ambition to deployment across industries. It cites a five-year, $250 million compute commitment to strengthen the U.K.'s agentic safety work. The excerpt is truncated.
Source: NVIDIA BlogNVIDIA European Cities Deploy NVIDIA-Powered AI Agents to Run Smarter Urban Operations
An NVIDIA blog post reports that EMEA cities and local partners are using NVIDIA accelerated computing to build physical AI agents and digital twins. The tools help teams decide on road repairs and energy efficiency.
Source: NVIDIA BlogIntel Intel vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies - The Motley Fool
A Motley Fool article compares revenue trends at Intel and Marvell Technology as investors look at these AI-related companies.
Source: Google News: Intel AITSMC TSMC-GF interposer deal reshapes US AI supply chain, from CoWoS to HBM - digitimes
A TSMC–GF interposer deal is reshaping the US AI supply chain, spanning CoWoS packaging and HBM.
Source: Google News: TSMC AINVIDIA How to Rewrite Apache Spark UDFs for GPU Acceleration with AI Agents
NVIDIA Developer Blog describes how to rewrite Apache Spark UDFs for GPU acceleration with AI agents, citing growing enterprise data demands driven by agentic AI.
Source: NVIDIA Developer BlogIntel Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now? - The Globe and Mail
A Globe and Mail comparison weighs Intel against Sanmina as AI infrastructure stocks and asks which is the better buy.
Source: Google News: Intel AINVIDIA NVIDIA Run:ai Is Now Open Source as Part of NVIDIA DSX AI Factory Platform
NVIDIA is making the full Run:ai platform available as open-source software, as part of the NVIDIA DSX AI Factory Platform.
Source: NVIDIA Developer BlogIntel Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now? - TradingView
A TradingView article compares Intel and Sanmina as AI infrastructure stocks.
Source: Google News: Intel AIIntel Intel's former CEO Pat Gelsinger has a 'message' for OpenAI, Amazon, Anthropic, Tesla, Microsoft and othe - The Times of India
Per a Times of India report, former Intel CEO Pat Gelsinger has a 'message' for OpenAI, Amazon, Anthropic, Tesla, Microsoft and other companies.
Source: Google News: Intel AINVIDIA All Systems Go: Global PC App Ecosystem Ready for NVIDIA RTX Spark
NVIDIA announces RTX Spark, a PC platform described as combining gaming PC, creative studio, and personal AI supercomputer capabilities, with up to 128GB unified memory and 1 petaflop of AI compute. The post also covers global PC app ecosystem readiness.
Source: NVIDIA BlogIntel Not Tesla. Not Nvidia. Elon Musk's Chip Ambitions Could Supercharge This Artificial Intelligence (AI) Stock. - The Motley Fool
A Motley Fool article discusses how Elon Musk's chip ambitions could affect an AI stock.
Source: Google News: Intel AIIntel Not Tesla. Not Nvidia. Elon Musk's Chip Ambitions Could Supercharge This Artificial Intelligence (AI) Stock. - Yahoo Finance
A Yahoo Finance article suggests Elon Musk's chip ambitions could boost an AI stock other than Tesla or Nvidia.
Source: Google News: Intel AINothing here yet.