TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance - The AI Hardware Show

## Episode Summary In this episode, we cover: - **TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPZEtLT0pUSHFicmNvSlZYRUtLLXJob2xXV2VEZndWcEY3TV8tU3ltX08waTg1RDVpeEQ4S3VsRHhGNzZYQWdCT0lkaENNXzN5d0RLX3R2NVRZWm5fc1htZjE2S24xamZiS0FwNXJpdDdhMURoUUFDUWtEeEp3RUZ6ZV9sbEo5dGpWN3ZMZm13Ym9KOFo2VmZ3cUlsUnlWd3F6YVJDNHc5TC00NWlLS2U3a3ZmNXVpVzJXdjAzYy1GR29JUi1Vd1kxLTBsbw?oc=5) - **California tech CEO arrested, faces up to 20 years in prison for smuggling $300 million in Nvidia AI servers to China — federal prosecutors say chips were routed through Malaysia and Singapore using false paperwork - Tom's Hardware** (google_gpu) - [Read more](https://news.google.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?oc=5) - **TPU Inference Externalization Full Steam Ahead - InferenceX** (semianalysis) - [Read more](https://newsletter.semianalysis.com/p/tpu-inferencex-full-steam) - **The 552B DeepSeek V4.1-Flash Model Offers A Peak Output Of 494 Tokens/Second When Powered By An At-Home Rig Spanning 4x NVIDIA DGX Spark Units** (wccftech) - [Read more](https://wccftech.com/the-552b-deepseek-v4-1-flash-model-offers-a-peak-output-of-494-tokens-second-when-powered-by-an-at-home-rig-spanning-4x-nvidia-dgx-spark-units/) - **Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi3AFBVV95cUxOQ1dsUlo3Q2FTM0d3bkJSX0lkSmtqbklsOU9QRVQwM1N2d1VfQzkyN0N0ZUlydDBqMlBnU2RlTkxDOFBvQ0lNWnBoZXBibUFabEEweHRyWmFsbkNyMUJDLVBIcnNnd01nNkFncWR0YzlhQU13TEdCVnRTQXlKNzNRQnZHQ0taWmFJNGs1NVRQLWZiS240eGc4U08tc1d3UlpTQ0dDRm1qNWZ4Mm80bVZGV1VSMUtpS3p6WE1rZmtoYTl1MW1aTTMwQkdIdWVhNmRvQjAwZncyRHFCeU5i?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

TSMC raises capex and revenue forecast, highlighting growing AI chip demand - Yahoo Finance

Om avsnittet

Fler avsnitt

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