Sep 28, 2026
Taiwan Semiconductor Manufacturing Co. reported second-quarter revenue of $39.63 billion, a 36% year-over-year increase that exceeded market expectations and signals continued strong demand for AI hardware.
Google has placed orders for over three million Tensor Processing Units from Intel for 2028 delivery, representing half of Google's estimated 6 million TPU production. Nvidia is also testing Intel's manufacturing technology for its upcoming Feynman architecture.