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Leaked die shots show Nova Lake mobile and desktop chips will use a multi-tile design, with compute tiles reportedly moving from Intel 18A-P to TSMC N2P for final production.
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Microsoft has lowered its 2026 capital expenditure forecast to about $175 billion, while Meta expects to spend between $130 billion and $145 billion on AI infrastructure.
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TSMC shares rising profits and revenue for the third quarter, as its 2-nm node secures eight percent of wafer earnings.
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