Business
TSMC's 2nm Ramp Took 1.3 Points Off Its Gross Margin
Record net income of NT$763.06 billion came with a gross margin 1.3 percentage points below the June quarter, and TSMC has guided the December quarter lower again.
3 min read
Topic · Technology
AI in Manufacturing
Industrial AI, digital twins, robotics and software-defined factories.
AI in Manufacturing
Why now?
- Physical AI is moving into commercial production environments
- Reshoring and labour shortages are increasing automation demand
- Industrial data is finally being connected to models
Latest
Technology profile
Intelligence that perceives and acts in the physical world.
Physical AI refers to AI systems embodied in machines that sense their environment, reason about it and take physical actions: robots, autonomous vehicles, drones and industrial equipment driven by foundation models.
- Sensors (cameras, lidar, force, audio) stream data into perception models.
- Vision-language-action models map perception and instructions to motor commands.
- Simulation and synthetic data generate the scale of training experience that real-world trials cannot.
Related topics
Physical AI
AI systems that perceive, reason and act in the physical world: robots, autonomous machines and embodied models.
Robotics
Humanoids, industrial arms, mobile robots and the software stacks that make them useful.
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