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|NewsJournalsOrganizationTaiwan Semiconductor Manufacturing Co.

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Taiwan Semiconductor Manufacturing Co.

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Photo: See the ticket in the Permission field below. / Wikimedia Commons (CC BY-SA 3.0)
Microsoft Targets Maia 300, Over 1 Million Units
Microsoft is accelerating its Maia 300 AI chip, aiming to mass-produce with TSMC for delivery in 2027 and to persuade cloud customers like Anthropic to adopt it, signaling a push to reduce dependence on Nvidia. Despite earlier delays, Maia 200 is already deployed in data centers and Maia 300 remains in design with a potential public unveiling soon as Microsoft expands its in-house accelerator lineup.
33 sources
Sony-TSMC Kumamoto Sensor JV 60/40 Split

Facts from Wikidata (CC0).

Sony and TSMC plan to invest about ¥1 trillion to build a Kumamoto, Japan-based joint venture to mass-produce next-generation image sensors for automotive and robotics, with mass production targeted for 2029. The venture would be ~60% owned by Sony and 40% by TSMC, following a May basic agreement to develop and manufacture these sensors.

91 sources

Photo: Coolcaesar / Wikimedia Commons (CC BY-SA 4.0)

Intel Raises Stock Offering to Up to $20B

Intel plans a roughly $15 billion underwritten public stock offering to fund AI and advanced manufacturing expansion, with a 30-day option for underwriters to purchase up to an additional $2.25 billion in shares. The move highlights the capital-intensive push in AI chipmaking, ongoing turnaround efforts, and potential dilution concerns for existing shareholders amid government and industry investments in domestic semiconductor capacity.

Photo: Oskar Alexanderson / Wikimedia Commons (CC BY-SA 2.0)

Korea-Broadcom Pact Signals Government AI Push

South Korea unveiled a $950 billion semiconductor and AI collaboration plan with global tech giants including Nvidia, Broadcom, and OpenAI, featuring long-term supply deals by SK and Samsung. The initiative, announced by President Lee Jae-myung in San Francisco, aims to position Korea as a key AI supply chain hub over the next five years across memory chips, AI infrastructure, and data centers.

Taiwan Semiconductor Manufacturing Company Limited (TSMC; also called Taiwan Semiconductor) is a Taiwanese multinational semiconductor contract manufacturing and design company. It is the world's second most valuable semiconductor company, the world's largest dedicated independent ("pure-play") semiconductor foundry, and its country's largest company, with headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors, and the central government of Taiwan is the largest shareholder.

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