SYSTEMS TSMC's $265B US fab pledge is the outline of a concept of a plan Beware of fab makers bearing press releases
Systems When the IBM PC and shoulder pads were big, Japan led the chip industry. It's trying to get back there now Local hero Rapidus is on track to begin production of 2nm semis next year, as TSMC expands its Japanese foothold
Systems Arm rolls its own 136-core AGI CPU to chase AI hype train Turns out artificial general intelligence was a CPU this whole time
Systems Taiwan tells Uncle Sam its chip ecosystem ain't going anywhere Moving 40% of semiconductor production to America is 'impossible' says vice premier
AI + ML TSMC sees no signs of the AI boom slowing for at least two or three years 2nm process will go large this year, and bring inevitable price rises
Systems The world is one bad decision away from a silicon ice age Venezuela today, Taiwan tomorrow? This might be the last good year for buying hardware
Systems Pay and pray: Nvidia reportedly wants money up front for Chinese H200 orders Beijing could green-light sales to select customers as soon as this quarter
Legal TSMC lawsuit claims former exec is probably leaking secrets to Intel Chipzilla can certainly use foundry smarts, but denies the allegation
Systems Intel says server CPUs will be hot again – in a good way, to power AI workloads – any year now Chipzilla returns to profit and suggests customers are primed to sign for foundry services once it nails 18A process
AI + ML Nvidia still needs Taiwan even as TSMC ramps Blackwell production in Arizona AI arms dealer relies on Taiwanese advanced packaging plants for top-specced GPUs
Systems TSMC hurrying to bring advanced chip tech to Arizona fab CEO C.C. Wei cites strong demand for AI products. Intel may also be a factor
On-Prem Inside the belly of the beast: A technical walk through Intel's 18A production facility at Fab52 Now if Lip Bu Tan can just find a willing customer
Systems Taiwan gets chippy about US request it shifts manufacturing US has threatened even higher tariffs and the possible loss of military support
Systems Trump’s tariff‑shaped stick can’t beat reality on US chip fabbing The proposed 1:1 chip rule means nothing but pain for US tech until he’s out of office
On-Prem Intel reportedly wants TSMC's help to end its reliance on ...TSMC Chipzilla seeks investment from its top fab frenemy
Personal Tech Toys can tell us a lot about how tech will change our lives LEGO Mindstorms, PlayStation 2 and Furby all resonate today in their own way
Systems Taiwan indicts three over alleged theft of TSMC trade secrets Chipmaker keen to protect assets as race for 2nm process heats up
Public Sector Uncle Sam eyes slice of Intel in return for CHIPS Act cash Hmmm, state ownership of private corps... what does that remind us of?
Systems Trump surprises with TSMC $300B investment claim Chip contract manufacturer declines to comment
Systems TSMC launches legal action against insiders accused of trade secret theft Tokyo Electron reveals a former employee is involved, and that no info reached third parties
Systems Foundry competition heats up as Japan’s Rapidus says 2nm chip tech on track for 2027 That's just... checks notes... two years behind everyone else
On-Prem TSMC aims to make 30% of high-end chips in US with Arizona fab build out Shovels in the dirt at Fab 3 as Fab 2’s 3nm ramp charges in several quarters early
Channel Taiwan thumbs its nose at Beijing by blocking chip exports to SMIC and Huawei A symbolic political move
Systems TSMC strengthens Japan ties with joint R&D lab in Tokyo University collab underscores pivot to Asia amid unpredictable US policy
Systems Trump official warns they're putting the squeeze on CHIPS Act winners Commerce secretary wants bigger bang for taxpayers' buck
AI Infrastructure Month Nvidia sets up shop in Taiwan with AI supers and a factory full of ambition Researchers and TSMC to benefit from expanded infrastructure
On-Prem Intel tweaks its 18A process with variants tailored to mass-market chips, big AI brains If Lip Bu Tan can't sell you his LLM accelerator, he's more than willing to build yours
Systems TSMC prepping for tariff turmoil, denies joint venture talks with Intel Chip contract manufacturer not immune to 'uncertainties and risks' caused by Trump's import taxes
AI + ML Nvidia joins made-in-America party, hopes to flog $500B in homegrown AI supers by 2029 Blackwell production already underway in Arizona with server manufacturing coming to Texas within 15 months
On-Prem TSMC blew whistle on suspected verboten exports to Huawei – that may cost it $1B+ What did we learn today, hm?
Systems Trump yanks CHIPS Act cash unless tech giants pony up more of their own dough Commerce chief threatens to pull grants so firms double down on US spending
On-Prem TSMC's US builds won't make America great at chips again, says ex-Intel boss Gelsinger Argues making stuff using foreign-designed tech isn't leadership, as x86 giant shakes up board
On-Prem TSMC promises $100B US expansion that Trump hails without clarifying chip tariff threat Three more fabs on the way which will come online just in time for — checks calendar — Donald to leave office
Public Sector US stocks slip as Trump pulls trigger on Canada, Mexico, China tariffs With friends like these...
On-Prem Wanna save Intel? Fire the board, bring back Pat, ex-CEO Craig Barrett says Shareholders urged to press CTRL-Z on loyal Gelsinger's 'retirement'
On-Prem Apple promises to spend $500B, hire 20K over 4 years to swerve Trump import tariffs Sorry, that should read: Boost US manufacturing and R&D, believe in the American people, etc etc
Systems Talk of Broadcom and TSMC grabbing pieces of Intel lights fire under investors Chipzilla's design and manufacturing limbs said to be on the table
On-Prem January earthquake shook $165M off TSMC’s revenue forecast Promises production schedule will get back on track
Systems Trump eyes up to 100% tariffs on foreign semiconductors, TSMC in crosshairs No wonder OpenAI needs $500B for Stargate
Off-Prem TSMC pauses production after strong earthquake hits Taiwan Geopolitical rumblings one day, geological rumblings the next
Systems TSMC plans to have 1.6nm chips in 'volume production' by 2026 You've got to spend money – like $36 billion+ – to make, er, AI chips
Legal US adds Chinese RISC-V player that TSMC suspected of helping build Huawei GPUs to risky company register Sophgo scores a place on Entity List, Indian nuclear boffins taken off
Systems TSMC revenue booms and you don’t need AI to figure out why PLUS: China plans unified APIs; Singapore lets Police run scam victims’ bank accounts; Fujitsu now too cool for aircon
Security Taiwan reportedly claims China-linked ship damaged one of its submarine cables More evidence of Beijing’s liking for gray zone warfare, or a murky claim with odd African entanglements?
Systems TSMC bets big on 2nm by 2025 – but can it deliver? Ambition meets reality as geopolitical, technical, and logistical challenges loom
Off-Prem TSMC confirms 'unexploded ordnance' removed from wafer fab construction site Probably a relic of a Japanese WWII naval site
CxO TSMC's US operations threatened with employee discrimination class action Allegedly it's hard to get ahead at the chipmaker unless you speak Mandarin
Systems TSMC halts advanced chip shipments to Chinese AI companies Move to suspend 7 nm and smaller processes follows US pressure
Systems TSMC prioritizing high-NA EUV scanners for R&D May not see full use until 2030 – even if it arrives this year
Systems CHIPS Act funding in question as House Speaker waffles on plan to repeal bill Breaking with Trump, Mike Johnson now suggests streamlining regulation out of funding bill
AI + ML OpenAI reportedly asks Broadcom for help with custom inferencing silicon Fabbed by TSMC, needed for … it's a secret
Systems TSMC reportedly cuts off RISC-V chip designer linked to Huawei accelerators You know what they say, where there's a will there's a Huawei
Systems TSMC blows whistle on potential sanctions-busting shenanigans from Huawei Chip giant tells Uncle Sam someone could be making orders on the sly
Science AI's energy appetite has Taiwan reconsidering the nuclear option Premier indicates possible shift in post-Fukushima policy
Security Tesla, Intel, deny they're the foreign company China just accused of making maps that threaten national security As TSMC defends itself against report it may have helped Huawei
Systems TSMC revenue up 36% as world+dog demands AI and smartphone chips Biggest semi contract manufacturer – and Nvidia supplier – building out capacity in US and Europe
Systems TSMC and Amkor link up to bring advanced packaging stateside Arizona looks like the place to be for US semiconductor manufacturing
Systems TSMC preps facilities as Taiwan braces for powerful Super Typhoon Krathon Plants in Tainan and Kaohsiung face heavy rainfall
Systems US may exempt latest chip fabs from eco red-tape, but power is still a trip AC/DC: America's grid might need to brace itself
Systems TSMC, Samsung reportedly eye UAE's silicon fields for fab expansion There’s no shortage of sand, but chip plants are thirsty for something even more precious: Water
Systems TSMC confirms it'll dig into Dresden for chip giant's first fab on Euro soil Partnership with NXP, Infineon, and Bosch finally gets under way
Systems TSMC boss predicts AI chip shortage through 2025, says Trump comments don't change his strategy Overseas expansion to continue, insists C.C. Wei
Systems AI demand pushes TSMC revenue for 2024 up 28% so far Taiwan's silicon supremo comfortably sails past analyst forecasts
Systems TSMC chip plant construction halted by discovery of archaeological ruins Ancient ruined architecture? What's Intel's Itanium doing in Taiwan?
Systems TSMC mulled moving chip fabs from Taiwan over China threat CEO says it even spoke to customers about the switch but decided it was not feasible
Systems Even TSMC can't cook chips fast enough to sate AI's hunger Semiconductor foundry industry thanks its lucky stars amid slow general recovery
Systems ASML could brick Taiwan's chipmaking machines in case of uninvited guests If I can't have you, then no one will!
Software China's top rideshare boss vacates her role PLUS: Grab's fintech profits surges; TSMC exec gets ASML sticker shock; US and China talk about AI, and more.
Systems Hypothetical TSMC invasion 'absolutely devastating' says Raimondo No it's not happened, but officials want readiness in the South China Sea
Systems TSMC fully booked on advanced packaging until 2025 TrendForce warns of 'potential crowding out effects on HBM'
Systems TSMC says first 1.6nm chips coming in 2026 Watch out Intel ... Angstrom-class A16 with Super Rail backside power tech incoming
Systems Rapidus US chief says AI chip crunch, supply chain paranoia make for an ideal growth climate Japanese foundry upstart aims to bolster domestic production while catering to growing demand for custom accelerators
Systems TSMC expects customers to pay more for chips fabbed overseas It'll be pricier, but there are geopolitical benefits, says CEO
Personal Tech TSMC sees semiconductor bounce as Q1 revenues rise 16.5% Early figures post a $18.44B haul for industry bellwether
Systems TSMC scores $11.6B funding infusion for Arizona fabs, now plans for third plant Nevermind the fact that the first two plants are facing delays and costs are rising – build, build build!
Off-Prem Taiwan quake to hit chipmakers' capex, not chip supply Some equipment suffered minor damage, but the silicon show must go on
Off-Prem TSMC shrugs off impact of Taiwan earthquake Nonetheless DRAM prices may yet feel slight aftershocks
Systems TSMC boss says one-trillion transistor GPU is possible by early 2030s Timing predictions aside, multi-chip designs with 3D stacking will be the path forward
Systems TSMC's 3nm node powers up, setting stage for tech giants' next-gen chips AMD, Apple, Intel throw weight – and cash – behind process technology
Systems Suppliers to Intel and TSMC's Arizona fabs now face build delays You know where plants are much cheaper to construct? Asia
On-Prem Biden to inject Intel with CHIPS fab cash 'next week' Samsung and TSMC apparently slated to receive $6B and $5B
Systems GlobalFoundries scores $1.5B in Uncle Sam's semiconductor subsidy bonanza Meanwhile, Intel looks set to bag more than $10B
Systems TSMC to build second fab in Japan, backed by local investment Plus: SMIC said to be building new lines to make 5nm process chips designed by Huawei
Systems Things are going to get weird as the nanometer era draws to a close Angstrom age is right around the corner – for state-of-the-art chips, anyway
Systems TSMC finds its green chips are highly sought after... the edible ones Crunchy, tasty, coconut flavoured... and hopefully thicker than a few nanometers
Systems Has the semiconductor down cycle reached its nadir? TSMC thinks so Chipmaker reports flat Q4 but expects to be on the up in 2024
On-Prem Asia beat US, EU in chip building because the West didn't invest, Intel CEO claims Gelsinger reckons pandemic-era supply chain snarls helped demonstrate the sector's importance
Personal Tech Teardown finds Huawei's 5nm notebook processor was made in Taiwan, not China Stockpiled TSMC silicon from 2020 shock!
Systems German budget woes threaten chip fab funding for Intel and TSMC Constitutional court tells govt: Er, about that €60B you handed out... it's not legal
Offbeat Greenpeace calls out tech giants for carbon footprint fumble Net-zero promises or zero-net progress?
Emerging Clean Energy Tech Week TSMC brags of 20TWh solar scheme. Feels a bit like greenwashing to us
On-Prem Dear chip designers, if you're struggling to get components made, try 28nm. Supply set to overtake demand
On-Prem TSMC allocates a third more on capital spending in 2022 – that's a fab-ulous $44bn on new plants and other things
