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GF has a new CEO, he was the COO so expect changes. Before joining GlobalFoundries, Tim Breen was on the senior leadership team at Mubadala Investment Company, the firm’s majority shareholder, where he worked on global projects and investments across multiple sectors.
One of the changes I...
Intel CEO Lip-Bu Tan is welcoming 2026 with a great product lineup and a bright future for Intel Foundry. Listen to what he’s most excited for in this new year. "We are going big time into 14A, stay tuned, we are going to see a lot of great momentum on the 14A in terms of yields and IP portfolio...
I worked for Solido for 10 years, up to the acquisition by Siemens. Most of the original Solido people are still there including the founder Amit Gupta. Amit is Sr VP of AI Strategy now. Solido was big on ML which some people think is AI but clearly it is not. One thing I can tell you is that...
There always needs to be a race or some kind of competition to make things interesting. The politicians certainly love it. Instead of just an arms race now we have an AI race.
The truth is that no, China is not catching up to the US because the US has partners in Japan, Korea, Taiwan, India...
By Laurie Chen
BEIJING, Jan 10 (Reuters) – China can narrow its technological gap with the U.S. driven by growing risk-taking and innovation, though the lack of advanced chipmaking tools is hobbling the sector, the country’s leading artificial intelligence researchers said on Saturday...
From what I see, in regards to internal development, Synopsys is in the AI tool lead followed by Cadence and Siemens EDA. Cadence and Siemens will most certainly catch-up via acquisitions. Cadence acquiring ChipStack for example and Siemens acquired Solido who I worked for. Solido now has a...
Trendfork is just rehashing news from other sources to stay relevant. I just question why they are spreading false news? Does their credibility not matter?
https://www.sedaily.com/NewsView/2H1Q7X8G7P
This is clearly a pro Korea/Samsung news source.
Interesting comment on the US relationship with China and how deeply dependent the US is on China and how dependent China is on the US. Definitely worth a listen. Let's hope the US Ambassador to China is listening.
TIME has named the Architects of AI as the 2025 Person of the Year. One of those architects is Jensen Huang, the CEO of Nvidia, which is now the world's most valuable company. Nvidia has a near monopoly on the supply of GPUs, the advanced computer chips powering the AI boom that is transforming...
Semiconductor design has already started. By 2030 all EDA tools will be AI infused meaning you will need fewer people to do a design. The easier we make it the more design-starts there will be so EDA companies will be fine. I do think, however, the double digit EDA revenue growth days are past...
I do not see Lip-Bu begging for anything.
The U.S. government converted CHIPS Act grant funds and the Secure Enclave award into an equity stake in Intel (roughly 9.9 % valued at about $8.9 billion which has more than doubled in value in 6 months).
Meeting one of your largest shareholders...
Shockingly, TSMC N2 has more tape-outs today than N3 did at this point. TSMC N3 was the only option at 3nm so that was a LOT of tape-outs. TSMC is really pushing hard on N2 to minimize the NOT TSMC Market.
AMD is not using Samsung as far as I know but Samsung is using AMD IP. Tesla has a...
Trump recently mentioned in the press China taking Taiwan. Lip-Bu could certainly comment on that. I could not think of a better semiconductor advisor on that subject than Lip-Bu.
Trump on Chinese leader Xi taking Taiwan: ‘That’s up to him’
Company now owns more than 2,000 acres in Arizona to meet AI demand
Taiwan Semiconductor Manufacturing Co. won additional land south of its North Phoenix chipmaking plant. (CoStar)
By Ron Davis
CoStar News
January 8, 2026 | 12:11 P.M.
Taiwan Semiconductor Manufacturing Co. has snapped up...
Elon Musk and Trump was interesting. Lip-Bu is a very experienced international businessman. Hopefully the conversation will be fruitful and get foundry customers motivated. I was hoping to hear some Ohio fab cheerleading as well. Build and fill baby - build and fill!
Intel gains after a favorable post from Trump
Intel continued its strong 2026 start by rising early Friday, following a favorable online post from President Trump, whose administration partially nationalized the ailing American chip giant in August.
In a Truth Social post Thursday afternoon, he...
Great report.
I really do not understand why Micron does not have grander expansion plans. Are they not as competitive as Samsung and Hynix? Why is the manufacture in America not big for memory? Without memory there will be no need for logic.
A close-up image shows a computer chip labeled “AI” connected to a circuit board illuminated with green light. Photo: Immo Wegmann / Unsplash
(The Center Square) - Make way for the robots.
Artificial intelligence is front and center at the famed Consumer Electronics Show, which took over Las...
Nvidia’s Go-To Chipmaker TSMC Sees Revenue Top Estimates
(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble.
The go-to chipmaker for Nvidia Corp. reported a roughly...
