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A report by the nonprofit C4ADS says Chinese firms use shell companies and third countries to buy restricted Nvidia chips. The group notes that U.S. and Chinese rules both limit these sales, yet the hardware still arrives. An earlier estimate suggests much of China's AI compute power may come from smuggled GPUs.
MediaTek announced the Dimensity 9600 Pro, the first mobile processor built on TSMC's 2-nanometer process. This move puts the company ahead of rival Qualcomm, which is expected to use the same technology next week. The new chip features an all-big-core design and improved AI capabilities.
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OpenAI plans to outsource some of its AI processor production to Samsung Foundry, in addition to TSMC. This move suggests large volume requirements for its next-generation chips. OpenAI already works with TSMC and Broadcom on its AI ASIC program, including the Jalapeño accelerator.
TSMC announced it will start using High-NA EUV lithography in 2030. The company has not specified which technology node will adopt it first. TSMC plans to expand its use of High-NA EUV as transistor architectures become more complex.
Samsung and TSMC plan to use ASML's latest EUV lithography machines to improve chip production. They aim to deploy this technology by 2028 and 2030, respectively. The companies also want to use larger photomasks to increase yields and lower costs, but there may be delays.
TSMC coverage sits at the center of both the global AI chip boom and Taiwan-China tensions, so the same earnings call often gets read two very different ways. Wisp merges outlets covering the same announcement into one summary, keeping the business news distinct from the geopolitical speculation layered on top.