- We're entering the first of four factories. - This is one of the cleanest factories in the world. - How clean is clean.- Even a single skin cell can actually kill one of our chips that we make here. - Chips like these. The smallest components on today's chips are smaller than the size of a virus, approximately 50,000 times smaller than the width of a human hair.And fragile as they may be, today's most expensive chips sell for upwards of $30,000 each and are reportedly transported in armored vehicles. We'r ...

Not even Shanghai, Shenzhen, and here in Hong Kong. You're watching the China show. I'll be by now with David again.Good morning. We're counting down to the open of markets in Greater China. Let's get to our top stories today.Asian tech shares following US stocks higher. The topic, Andy's blockbuster forecast really on the back of sustained demand for AI hardware. Risk appetite also getting a boost as President Trump says the U.S. and Iran are making progress toward a deal to end the war.Meanwhile, Iran's f ...

Apple is looking for a new chipmaker, and that may be a good thing for the tech industry. The company has long been dependent on TSMC to manufacture the semiconductors that power its iPhones, its iPads, and its Macs, but it has now held preliminary talks with Intel and Samsung to see if they can step in as additional producers of the made to order chips in the United States. Apple executives have made visits to a Samsung plant under development in Texas, though neither effort has resulted in any concrete or ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." APPLE HOLD EXPLORATORY TALKS WITH INTEL AND SAMSUNG TO BUILD PROCESSES FOR ITS U.S. DEVICES. ALPHABET, AMAZON, XAI HAVE GIVEN THE U.S. GOVERNMENT EARLY ACCESS TO THEIR MODELS FOR REVIEW BEFORE PUBLIC RELEASE.PINTEREST SHARES JUMPING AFTER POSTING STRONG RESULTS AND REVENUE FORECASTS. WE SPEAK EXCLUSIVELY WITH THE CEO BILL READY. A LITTLE BIT OF A TECH ISSUE, BUT ...

MATT: MAYBE IT IS TIME TO BUY THE DIP. 30 MINUTES UNTIL THE START OF THE CASH TRADE. DANI BURGER IS IN BEVERLY HILLS AT THE MILKEN INSTITUTE CONFERENCE AND JOINED US LATER THIS HOUR. "BLOOMBERG OPEN INTEREST" STARTS NOW. COMING UP, STOCKS EYE FRESH AS EARNINGS ROLL-ON AND A FRAGILE U.S.-IRAN CEASEFIRE HOLD STEADY. APPLE BRANCHES OUT. THE TECH GIANT IS WEIGHING PLANS TO PRODUCE MORE SHIPS IN THE USA OR AT LEAST SAYING THAT GETTING GAMESTOP -- SAYING THAT. GAMESTOP'S BOLD BID DRAWS SERIOUS SKEPTICISM. WITH TH ...

Apple is exploring using Intel and Samsung to produce chips for devices in the US — as a backup to longtime partner TSMCPeter Elstrom explains https://t.co/F8uG1wSUmj https://t.co/mLreimLy8v ...

Apple has held exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US — offering a secondary option beyond longtime partner TSMC@markgurman explains https://t.co/eKyNHs6KSq https://t.co/HXuvIoNqnO ...

It's 5 AM in New York City, 10 AM in London. Good morning. I'm Vonnie Quinn with your Bloomberg Brief.Let's get you set up for the day. A cease fire looking more fragile after the us and iran exchange attacks overnight and the worst flare up since the truce began. Apple seeking options beyond TSMC with initial talks with Intel and Samsung for producing processors for its devices and US stocks are set to test new highs as earnings continue and more data on Jacqui's plays and jolts this morning.Let's get a ch ...

大家好我是大鱼 AI 正以指数级 的速度狂奔 却即将撞上晶片 与电力的双重铁壁 全球供应链眼看 就要断裂 马斯克不等别人 直接在Austin 砸下重金 打造Terafab 要把logic memory 先进封装 一次垂直整合 还要把资料中心 搬进太空 解决电力瓶颈 这一步 能不能为整个 AI 时代补上 最致命的缺口？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 Terafab 能救AI 断链？ AI 现在冲得这么猛 大家都在喊缺晶片 缺电力 结果全球工厂 拼死拼活 还是追不上需求？ 今天我们就来 把这 件事彻底 拆开来看 尤其是Musk的 AI 晶片超级工厂 Terafab 它到底能不能 让这种形势翻盘？ 先来看这张图 蓝线是Raw Demand 原始运算需求 每年成长3.4% 倍 橘线是 Eff-Adjusted Demand 考虑效率后的有效需求 每年2.267% 倍 绿线则是全球晶片厂 TSMC + 其他厂商 每年新增的 供应能力 你看这条绿线 2026 年才0.01%TW 2035 年也才能 增加到610GW 也就是说十年后 全世界所有晶片厂加起来 每年能做出来 的AI 运算力 都 ...

Change is in the air at the company that Steve Jobs built. This one involves TSMC, Intel and Samsung Electronics: Here is your Evening Briefing. https://t.co/YhYYDm4jcl ...