TSMC Expands AI Chip Production to Japan - 24/7 Wall St.

## Episode Summary In this episode, we cover: - **TSMC Expands AI Chip Production to Japan - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMijAFBVV95cUxNaVpZVV9hS0hYTjNrMkt1MkcwZmUyWUY5aXp2Q1NjcF9UUjdKR29RdUI1a0wwX2lwTVpKX0ZKV2VNMzRZZExTaTVLaE8yOUdBbnJtZ3FmVF9CSkVTdldXQTBPUFZQaVh5OW5Db2EzbzQxc0xJd0sxRU9kVnNReDNEZTkyQU5RSnE0T21qNw?oc=5) - **Google's rolling out its most powerful AI chip, taking aim at Nvidia with custom silicon - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMiqAFBVV95cUxPRFZ4U1hHVUhsSlRFLTduWXhTMDJEZEx1SVVDUWloZ1BDRGhrVXg4WHdfRGktd2p5eklfTjl4U0pLMjdKLWp5ZkJabXFDTHZEXzFzZnVXdFBzOE95R3RJSU9Ia3dFUzhVSEhaRTVOeS1XVTlEZTVGRFJBTkFzVHJZTEM4ZmEyalJVVV9fZ1NDSkZLQ3BWN2pHSzlmeGlsckVmM053ZjEzUmrSAa4BQVVfeXFMTWR0LVpKYlF0cTZ0cFAweG1reS1Ra2pTMXZzZE9FUEYtRWhocW9tRFNfN1lTQ0JnZnl4TktyVDJ6MG9oZnFraEs3eWprT3ZITkZwUHhlLUUtWmhHTUdsd3Q5bzcxOFpWUFIzRk1BUlFFRWV6Q1RyUEdOQnhiQ1h1a084Sk9UZi1FbnhxWXliNVYtV3BOZmZUZ29GUEdtYlBnd3RrZHZGZkFrYkhDMGl3?oc=5) - **Nvidia-backed photonics startup Ayar Labs fills its wallet to mass-produce CPO chiplets** (the_register) - [Read more](https://go.theregister.com/feed/www.theregister.com/2026/03/03/ayar_labs_500m/) - **Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom - 24/7 Wall St.** (google_ai_chip) - [Read more](https://news.google.com/rss/articles/CBMiqgFBVV95cUxORVQ4aElvSEVkc3Q5QUNjVmkwSUVZcXg2RWNPdVpEZjBISWZxTUxubjdZam43bmNnb1NFbzd4Wlo4RGxVbkp3SG1tQjdneTRWdjBRWjlaUnFWbmxaaVVtT29ZM2dXbERFTUdnc3dXUmRZNzBWMlBYN0dBb0ZQbzNoTldwemQwNTZQRVVteWNMdDVRbnotS3NqREZlenpOQ0ZQY2RIQXFQR0E0dw?oc=5) - **Meta's reported AI chip pullback seen bolstering Nvidia and AMD while dimming custom silicon push - Proactive financial news** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMi_AFBVV95cUxPWTVQdWtFcFFkN1l6a3NiT1J3bnRkaVRpbW5fMHZBc3RTVFFhR0lfbndxQmVJNVZoYVEwdzkzRjhsakVObGt6cmxRNDJ0cmJCOU9meXNfYXFTNHZQX0RVV1Q3UW04d0RyMmxkcTVPeDJlRWNubmtxT0V1eUNjczBGdFlQYW42VDNoUWd0VThLUWZXdTJ6a0o1QjNyX2w1cDlyTjNxYV9tRjNMM20zYzZ6OFRxaEJNdmR2WjVOVVRRNEJiYkdOQWJ0Z0ZkX1lBRVE0cEgtUzg5aG9BMEdXVER5YjVxb1RFZmxmVUgwQjNHVC13Rl83S1hSam5fcXA?oc=5) --- *Sponsored by LimitLess AI*

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This episode was published on March 3, 2026.

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## Episode Summary In this episode, we cover: - **TSMC Expands AI Chip Production to Japan - 24/7 Wall St.** (google_ai_chip) - [Read...

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