AMD is using TSMC's two-nanometer process for production, powering select Microsoft Azure services.

1 report, 1 independent Updated Jul 20

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What happened

Some supportReported by 1 outlet

Who's involved

What this event is mainly about

AMD TSMC Microsoft

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TSMC serves as a critical foundry for major tech companies including AMD, Amazon, Microsoft, and Broadcom, supporting their AI ecosystems. All 4 developments

Within The technology sector is showing strong performance driven by chip demand, but faces competitive pressures and interest rate concerns.

The entities involved

AMD
American multinational semiconductor company
- Chip shares, including AMD, are rebounding strongly, outperforming broader equity benchmarks.Fri 17:00
- Nvidia, Broadcom, and AMD stock trades on Nasdaq while facing competition and struggling against Nvidia's ecosystem dominance.Fri 16:44
TSMC
semiconductor foundry company headquartered in Taiwan
- Ross Cole analyzed TSMC's recent earnings.00:38
- Competing in the high-value AI memory chip market, major players like Micron, SK Hynix, Samsung, and TSMC are vying for market leadership in advanced electronics powered by AI chipsets.Fri 18:46
Microsoft
American multinational technology corporation
- Democrats gained control of both chambers of Congress while major tech companies like Amazon, Microsoft, and Meta continue to deploy AI infrastructure in the US.01:25
- Hyperscalers are driving high capital expenditure demand, alongside discussions regarding potential tighter AI regulations.01:09

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Coverage

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Jul 20siliconangle.com