Semiconductors and chipmakers. Mornly writes it fresh every morning with live web search, then delivers it in a calm, readable brief, so you start the day informed without the doom-scroll.
Latest Chips briefing
As delivered September 24, 2026
Nvidia announced that TSMC is using Nvidia accelerated computing and AI across semiconductor design and manufacturing to improve turnaround time, energy efficiency, yield and operational productivity in advanced fabs.
Taiwan Semiconductor Manufacturing reported a 53.3% year-over-year increase in August revenue to T$514.8 billion, showing strong demand for advanced chips.
Reports indicate that TSMC could raise prices for advanced chips and packaging by as much as 10% next year, potentially increasing costs for major customers such as Nvidia, AMD, and Broadcom.
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