Can Intel Pounce as TSMC Struggles with Surging Chip Demand?
Global AI growth continues to strain semiconductor supply lines, with Taiwan Semiconductor Manufacturing Company (TSMC) telling top customers it cannot fully meet their demand for advanced AI chips.
TSMC, the world’s largest contract chipmaker, has alerted key clients including NVIDIA and Broadcom that capacity at its most advanced chipmaking nodes is becoming increasingly limited.
That warning, first reported by The Information, highlights mounting pressure in the market for cutting-edge processors as cloud computing, data centre activity and enterprise applications all demand more from chip manufacturers.
TSMC’s production bottlenecks are now shifting the semiconductor market landscape. One company gaining attention is Intel, which continues efforts to rebuild its own manufacturing capability after years of production delays.
Why Apple Chose Google to Power its AI Revolution
Apple and Google’s multi-year collaboration – costing the former US$1bn per year – will see Gemini models used for an AI-powered Siri.
Previously, Apple’s Siri was considered to be under the category of ‘narrow AI’ – a type of AI which is designed for specific tasks.
However, Google Gemini 2.0 is a form of agentic AI and is multimodal, meaning it processes text, images and audio. It was made available to all users in February 2025. The model is more advanced than Siri because it has highly-advanced conversation skills, integration and personalisation skills.
Apple’s aim for partnering with Google is to improve its user experience, harnessing the very same technology that has established Google as a true AI pioneer.
In a joint statement, Google and Apple said: “Apple Intelligence will continue to run on Apple devices and Private Cloud Compute.” While Apple Intelligence will still be used, the focus is on developing Siri into a highly-intelligent agentic model, like Google Gemini 2.0.
