TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision - The AI Hardware Show

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## Episode Summary In this episode, we cover: - **TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMif0FVX3lxTE9VdlpvdnVVSklPalhSeUFEamxOX19aeFJhd3gwM3BIa256RXZnY0lhLTNkWDdGVXV2NzZwam1DSXlEVVRmdWRyZXNtUFdMTnJiLUJTLTdlM0lGNUVCYWpRRUxkUVd2bHRCT0Zqd2hvU1N4dXRZWDRNLXRndS1aWFU?oc=5) - **China Develops Its First 3.5D “Infinity Chiplet” & 3D DRAM Tech As It Tackles External HBM Constraints Through Domestic AI Supply Chain** (wccftech) - [Read more](https://wccftech.com/china-develops-first-3-5d-infinity-chiplet-3d-dram-tech-as-it-tackles-external-constraints/) - **AMD vs NVIDIA Stock Analysis 2025: Which AI Chip Stock to Buy - Intellectia AI** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMidEFVX3lxTE1TZkprdVJkOTRkbWlzenk0Zk9kU1BuZEpwUks5SzNoRU94SjdHWVlqSlptb0FiYnU1T1BhNXFiZVlrbmowdW9VSDQ4V3R4WjE5V3d5Z0ZVajJ3dHhDMk5QMWotS0tQX3RQSGN6RzBlVWF6LVhz?oc=5) - **FBI considers deploying AI LLM supercomputers with Nvidia B300 GPUs or Google TPUs - Data Center Dynamics** (google_nvidia) - [Read more](https://news.google.com/rss/articles/CBMixAFBVV95cUxQdGl4U0lrNmlvY21USHdpV0R0QnhjQ013aEhsSlVnajhlemZaNC0yUVRXYWFkNUVhQTZHTmpPcjlfLVJXS19TeUcwZ18wWVJITW5ua182eUhKLTVfelMxemJrS050NVQ0WjNKejM1bHc0YjI1UkxNS0ZnRkpETmJVZHJuaG5yVE5CcHVPVGRob3pGdWRYQjhqcFRudjBoQXZSU21UN3hGWTVSWmNMUmFpS2Y3N1VPRlVXbng4cDJUX01JaFZW?oc=5) - **Nvidia begins limited H200 AI chip shipments to China as US eases export approvals - Electronics For You BUSINESS** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiywFBVV95cUxPam1RMVBIbzhfZmI5cHNvcVhvdXljRDZrZU96R0NLX1RuYUQwZ2RjV1RNbldhVDgwQUJ1SF9LN2JBQnFHQ1ZTLTR4eXVzX21lN2tSemlyU19Vc2pTMjJQOWRONXdOM0FvU0ZGdS1vVi1sT05Sai1oY2k1TnY5ODNOSjM3enJ2YmhzVzFrYnJoMGpYbVlISWl6Tm94Q21lT3loUHV1aThaV19pSDA3X2NoeHUtXzVMYlFRYzlMdTZCeW9XeWlIa05FT05iNA?oc=5) --- *Sponsored by LimitLess AI*

TSMC’s Record June Revenue Signals a New AI Chip Pricing Supercycle - semivision

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