GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources

## Episode Summary In this episode, we cover: - **GlobalFoundries Reaches Supply Agreement with TSMC for AI Chip Co... - Industrial Info Resources** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiwgFBVV95cUxNdG04by1aOFBVTkpHTFpjdmpMYWljVDJKRTVhM0kxQ1p4QndLenk0bDhMQmloQk5jRk4taGNpOWFXa0ZjQ0htX0ZnU2FtM2gyNjQ4OUtCSWdfTXJ0TXpnZHgyOUVCaEI1T3BVVHFjb1VhbkI0U0RDbXpnX0t3R091ckUyQ0lXMS04N1A4M1NmYXJLeFMzNUhRaEZkT252ZnZOT1d5MXhaRk80UW1XbUdqSVdncmhfVUpaSy1GWFB3d2x0QQ?oc=5) - **TSMC explores Texas expansion as AI chip demand outpaces production - The American Bazaar** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiuwFBVV95cUxPMlVjSEJIaVVBbFBJZGlUSlV2TWQzY3VBTVNoZ2h2aE9LM2J1VEhVaGFhdm8xT25TeGF2czhVeTBFRWxST2R0UjNnWFRFX1pRY2hJS1NiUGloQjdwT3kyOWtFb2tqUjkxcTFmeXdWVlZDSFdMODJuMWtCbWw1T3V0bUtlMXJXS3M2cExFbmRjNlFpdDl6UlNNRDJCQ3NIdVJ6b0FfRjVMMlI0ckp5Q2t5Uk5POFltSHQyelg0?oc=5) - **TSMC Says AI Chip Demand Is Still Far Above What It Can Supply. That's Why I'd Buy Nvidia Stock. - The Motley Fool** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMi0wFBVV95cUxNNUo1TjQxakNiT2tFaUFidFJPM3JpTG44QV9XZS1kR1NoRmgwb3N1UFJzLXdPVUlFSzd0T2dvdlFKX1M5SEh2bk5wb3N4YThYM2t3RElBUUVYRDVWbHo0QlR2NDZXQjZtc1NpZGhVWFpBdzB1RkZlTnNTaUJfd0lqNTc5WkpKb1BTZ2cxVTA4Y2poUDl4a29HR2U5V0NLSFp4cHppc3JQaHJiU2RhcG8zU2ZPVE1GcW45Tkx6LTNjQXJzOEVIZTVJaTd3TEU3RkVoMEhN?oc=5) - **Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUs - The Verge** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiigFBVV95cUxQMFNMVlVUZmNza0NDelpIV21DellOcjRTcXFTUjQ5ZElIVUYxQ0I3SmJDa29wdldwUk1vYzZFUHE5aldoaXV6Y0dwb05WZ3RoV3VKUWxzaU1NY3dCSkMwRl92T1dBeTlUcklTUEJIYlpaQzJ4OW1kbU00VG5yc1pCaUQ2Q3RxekVsd0E?oc=5) - **AI Chip Earnings Soared—Why Micron, TSMC And ASML Shares May Fall - Forbes** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMitAFBVV95cUxPd2FzM29rXzRDWVIwTTRKdUN5Y0o5c1hqbTFpeVBQcjBqWkZsTjBNOFVleVVVZzczTlk5WE15dE84RGY4Nno5TjB0dGszbkMzY1RPSzUwaFhJNlNOV2R6NGNpaTQ0dEhfM0VNWjBRNjl4aU9oX2xaTFpwd05PT1BrTktVcmpiUXNHM1dWTV9YTUphY1NVbFRYYW5YZGJ4Wk43NVhIYjYtQUNRbkJMYmQ4RWZKZlA?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*