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Why pursue the NOT TSMC market? If I was a semiconductor CEO I would be concerned with:
Wafer Pricing. The foundry business thrived on second and third source manufacturing to keep wafer prices down. Samsung is famous for selling on price. We do not have that ability at 3nm and 2nm as of yet...
Agreed, it would have to be a joint venture like last time. TSMC, along with European partners Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors, established a joint venture called European Semiconductor Manufacturing Company (ESMC) GmbH to build a semiconductor fabrication...
"Japan is also heavily subsidizing homegrown foundry venture Rapidus, which will produce cutting-edge chips on the northern island of Hokkaido. The government has determined the two companies' chips will have different uses and will not be in competition, Yomiuri reported."
Interesting. When...
I agree. TSMC N3 is the last of FinFETs and will most definitely be manufactured in Japan, USA, Japan, and maybe even India. You never know. It is Deja vu 28nm which was another dominant TSMC process.
Japan's Prime Minister Sanae Takaichi meets TSMC's CEO C.C. Wei in Tokyo
TOKYO/TAIPEI, Feb 5 (Reuters) - TSMC plans to mass produce advanced 3-nanometre chips in Kumamoto in southern Japan, TSMC CEO C.C. Wei said on Thursday, an investment local media reported was worth $17 billion as the...
According to reporting connected with the company’s IPO filings and amendments, Cerebras projected full-year 2025 revenue in the range of $300–$350M, driven by accelerated demand and large multi-year orders such as from G42. How does that get to a $23B valuation? AI continues........
Sunnyvale, Calif. — February 3, 2026 — Cerebras Systems today announced the closing of a $1 billion Series H financing at a post-money valuation of approximately $23 billion. The round was led by Tiger Global, with participation from Benchmark, Fidelity Management & Research Company, Atreides...
Are AI stock trading tools manipulating stocks yet?
US software stocks hit by Anthropic wake-up call on AI disruption
Feb 4 (Reuters) - U.S. software stocks extended their slide on Wednesday, driven by fears of disruption caused by artificial intelligence, with some analysts warning of more...
This seems to be a standard AI generated statement for AI related news releases:
While AI tools won't replace human creativity, the initiative aims to accelerate production amidst industry concerns about job cuts and AI's impact on creativity.
Amazon is leveraging artificial intelligence to enhance the production of movies and TV shows, promising to trim costs and streamline processes. While AI tools won't replace human creativity, the initiative aims to accelerate production amidst industry concerns about job cuts and AI's impact on...
I'm not a memory person, maybe Fred Chen can help us with this? I understand there is a lot of important technology inside Intel that should be let out but I do not get this one.
Signage at the Texas Instruments (TI) semiconductor wafer plant in Sherman, Texas, US, on Wednesday, Dec. 17, 2025.
Desiree Rios | Bloomberg | Getty Images
Texas Instruments on Wednesday agreed to buy Silicon Laboratories in a deal valuing the chip designer at $7.5 billion, to expand its...
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in more than a year with a private dinner alongside Nvidia Corp CEO Jensen Huang.
Chang Ends Year-Long Public Hiatus
Chang, who had been notably absent from public events throughout...
Intel CEO says company will make GPUs, popularized by Nvidia
SAN FRANCISCO, Feb 3 (Reuters) - Intel CEO Lip-Bu Tan on Tuesday said the company plans to build graphics processing units (GPUs), the category of chip popularized by Nvidia.
"I just hired the chief GPU architect, and he's very good...
Jeff Fieldhack
Research Director
February 1, 2026
Counterpoint Research was able to tour Intel’s state-of-the-art Fab52 in Phoenix, Arizona. This is where 18A / Panther Lake is in mass production. We would like to share our takeaways:
Intel Corporation has pivoted IFS from previous CEO, Pat...
Key Points
- Intel CEO Lip-Bu Tan said the company has appointed a new chief architect to build GPUs.
- The chipmaker’s foundry business is still lacking an anchor customer.
- Intel has received recent backing from the U.S. government, SoftBank and Nvidia.
Intel CEO Lip-Bu Tan said Tuesday that...
Investing.com-- SoftBank Corp (TYO:9434) said on Tuesday its unit Saimemory had formed a collaboration with Intel Corporation (NASDAQ:INTC) to develop a new class of memory chip technology.
The two will collaborate on commercializing “Z-Angle operation memory technology,” with the goal of...
Semiconductors made using the Intel 18A production node benefit from both Intel’s RibbonFET implementation of gate-all-around transistor technology and the PowerVia backside power delivery architecture. (Credit: Intel)
The defining constraint in modern computing is no longer demand for compute...
