Advanced Manufacturing
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Bezos Invests in CuspAI’s Quest for New Chip Materials, Partnering with Nvidia
Jeff Bezos has backed CuspAI, a UK-based startup aiming to accelerate breakthroughs in semiconductors, clean energy, and advanced manufacturing using AI. The company secured $450 million, valuing it at $2.6 billion, with major investors including Kleiner Perkins and NEA. CuspAI leverages AI to predict novel material performance, speeding up discovery. It partners with Nvidia and Meta, and is building a global “AI Materials Foundry” ecosystem to drive technological innovation.
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TSMC Q4 Profit Surges 35% on Robust AI Chip Demand, Exceeding Estimates
TSMC reported a record-breaking 35% profit surge in Q4, driven by massive AI chip demand. Revenue also exceeded forecasts, climbing 20.5%. The company’s advanced manufacturing, particularly for AI processors from Nvidia and AMD, accounts for 77% of wafer revenue with 7nm or smaller nodes. Analysts predict continued AI server demand growth in 2026, benefiting TSMC. However, consumer electronics demand may face challenges from memory chip shortages and price hikes.
