chip Archives - The Next Platform https://www.nextplatform.com/tag/chip/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 19 Feb 2025 16:50:19 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.nextplatform.com/wp-content/uploads/2015/04/cropped-PlatformStack-150x150.jpg chip Archives - The Next Platform https://www.nextplatform.com/tag/chip/ 32 32 86113652 Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/ https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/#comments Tue, 18 Feb 2025 16:47:57 +0000 https://www.nextplatform.com/?p=145323 People are impatient for Intel to get fixed, and have been for many years. …

Gordian Knot: Broadcom And TSMC To Cut Intel Into Two? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/02/18/gordian-knot-broadcom-and-tsmc-to-cut-intel-into-two/feed/ 5 145323 TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/ https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/#comments Thu, 16 Jan 2025 21:47:27 +0000 https://www.nextplatform.com/?p=145197 It is not hard to figure out who is in the catbird seat in the semiconductor foundry business. …

TSMC Can’t Be Caught Or Bought, Only Sought Or Stolen was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2025/01/16/tsmc-cant-be-caught-or-bought-only-sought-or-stolen/feed/ 4 145197 The Irony Of AWS Being Intel’s Latest Savior https://www.nextplatform.com/2024/09/17/the-irony-of-aws-being-intels-latest-savior/ https://www.nextplatform.com/2024/09/17/the-irony-of-aws-being-intels-latest-savior/#comments Tue, 17 Sep 2024 16:23:50 +0000 https://www.nextplatform.com/?p=144715 Intel needs a whole lot of big wins for both its chip design and selling business and its increasingly arm’s length foundry business if it is going to turn itself around and be competitive with AMD and Nvidia on the left hand and with Taiwan Semiconductor Manufacturing Co on its right. …

The Irony Of AWS Being Intel’s Latest Savior was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/09/17/the-irony-of-aws-being-intels-latest-savior/feed/ 6 144715 TSMC Seeks To Make Itself More Indispensable Than It Already Is https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/ https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/#comments Fri, 19 Jul 2024 03:38:30 +0000 https://www.nextplatform.com/?p=144433 Taiwan Semiconductor Manufacturing Co already has a de facto monopoly – one that it has earned – when it comes to the manufacturing of datacenter compute engines. …

TSMC Seeks To Make Itself More Indispensable Than It Already Is was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/07/18/tsmc-seeks-to-make-itself-more-indispensable-than-it-already-is/feed/ 3 144433 Ongoing Saga: How Much Money Will Be Spent On AI Chips? https://www.nextplatform.com/2024/07/15/ongoing-saga-how-much-money-will-be-spent-on-ai-chips/ https://www.nextplatform.com/2024/07/15/ongoing-saga-how-much-money-will-be-spent-on-ai-chips/#comments Mon, 15 Jul 2024 18:00:48 +0000 https://www.nextplatform.com/?p=144408 Everybody knows that companies, particularly hyperscalers and cloud builders but now increasingly enterprises hoping to leverage generative AI, are spending giant round bales of money on AI accelerators and related chips to create AI training and inference clusters. …

Ongoing Saga: How Much Money Will Be Spent On AI Chips? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/07/15/ongoing-saga-how-much-money-will-be-spent-on-ai-chips/feed/ 7 144408 Can Marvell Profit As It Tries To Triple Its Business By 2028? https://www.nextplatform.com/2024/06/21/can-marvell-profit-as-it-tries-to-triple-its-business-by-2028/ https://www.nextplatform.com/2024/06/21/can-marvell-profit-as-it-tries-to-triple-its-business-by-2028/#comments Fri, 21 Jun 2024 23:16:23 +0000 https://www.nextplatform.com/?p=144321 A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …

Can Marvell Profit As It Tries To Triple Its Business By 2028? was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/06/21/can-marvell-profit-as-it-tries-to-triple-its-business-by-2028/feed/ 10 144321 TSMC Will Have An AI Business Bigger Than All Of Intel Foundry https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/ https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/#comments Fri, 19 Apr 2024 18:22:11 +0000 https://www.nextplatform.com/?p=144013 Everyone is in a big hurry to get the latest and greatest GPU accelerators to build generative AI platforms. …

TSMC Will Have An AI Business Bigger Than All Of Intel Foundry was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/04/19/tsmc-will-have-an-ai-business-bigger-than-all-of-intel-foundry/feed/ 3 144013 Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/ https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/#comments Thu, 04 Apr 2024 18:52:24 +0000 https://www.nextplatform.com/?p=143915 The biggest benefit that is coming from the separation of the Intel chip design and marketing business from its foundry operations is that Intel’s chip product groups no longer have to shoulder the totality of the immense costs of its manufacturing operations. …

Intel’s Chips No Longer Pay More Than Their Fair Share Of Foundry Costs was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/04/04/intels-chips-no-longer-pay-more-than-their-fair-share-of-foundry-costs/feed/ 10 143915 TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/ https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/#respond Mon, 22 Jan 2024 20:49:05 +0000 https://www.nextplatform.com/?p=143516 There is no question that Taiwan Semiconductor Manufacturing Co is one of the best bellwethers of the IT industry. …

TSMC Is A Bellwether For IT, But It Is Not The Weather Of All IT was written by Timothy Prickett Morgan at The Next Platform.

]]> https://www.nextplatform.com/2024/01/22/tsmc-is-a-bellwether-for-it-but-it-is-not-the-weather-of-all-it/feed/ 0 143516 The Chips Are Down For TSMC, But Not For Long https://www.nextplatform.com/2023/04/22/the-chips-are-down-for-tsmc-but-not-for-long/ https://www.nextplatform.com/2023/04/22/the-chips-are-down-for-tsmc-but-not-for-long/#comments Sat, 22 Apr 2023 04:37:05 +0000 https://www.nextplatform.com/?p=142277 Every three years or so, Taiwan Semiconductor Manufacturing Co has a personal recession. …

The Chips Are Down For TSMC, But Not For Long was written by Timothy Prickett Morgan at The Next Platform.

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