(00:00:00) RTX Spark vs x86, TSMC Price Hikes & PCB Supply Crisis | Computex 2025
(00:00:46) Intel's ARM Compatibility Warning
(00:01:19) TSMC Pricing Power Formalized
(00:02:11) Intel Crescent Island GPU Revealed
(00:02:48) AMD AM5 Extended; PCB Crisis Deepens
(00:03:44) Senate Hearing and Watchpoints

Nvidia made its most aggressive move into client computing in years at Computex, unveiling the RTX Spark Superchip — a Grace CPU and Blackwell GPU combination targeting Windows ARM laptops and desktops. Microsoft, ASUS, HP, and Lenovo are all on board for a fall launch. Intel responded publicly, flagging DRM compatibility risks and software fragmentation as its defensive line against Nvidia's x86 challenge.

But the structural story of the week may be TSMC. CEO C.C. Wei confirmed 15% price increases on N3 nodes arriving by late 2026, with N2 capacity sold out through 2027. Overseas fab costs in Arizona, Japan, and Germany are the driver. Every major AI chip — Nvidia Blackwell, AMD's latest — runs through these nodes, meaning the cost pressure lands in chip pricing, margins, or timelines. TSMC is projecting hyperscalers will spend $725 billion on AI infrastructure in 2025 alone.

Intel disclosed further details on Crescent Island, its Xe3P data center GPU featuring 480GB of memory, positioned as a memory-bandwidth answer to Blackwell for agentic AI workloads. AMD extended its AM5 platform commitment through 2029 and revived the 5800X3D line with a re-engineered silicon bonding process.

On the policy front, Senator Elizabeth Warren has summoned Jensen Huang to testify before the Senate on export controls and Nvidia's China exposure. And the U.S. PCB supply crisis deepened — domestic share has fallen from 30% to 4% of global production, with prices up 40% in just two months. TTM Technologies and Sanmina are expanding U.S. capacity, but the gap is enormous.

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