TSMC

A critical helium shortage triggered by the Iran war has taken roughly a third of global supply offline, threatening semiconductor manufacturing at TSMC, Samsung, and SK Hynix as AI chip demand soars.

Arm has announced its first own semiconductors, the Arm AGI CPU, targeting agentic AI workloads with double the performance per watt of Intel and AMD x86 alternatives. Meta, OpenAI, and Cerebras are among the first customers.