You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Beijing pushes domestic chips over foreign tech to cut dependence and bolster local alternatives
Chinese vendors collectively shipped 1.65 million cards, accounting for 41% of the total market PHOTO: REUTERS
[BEIJING] Chinese GPU and AI chip makers captured nearly 41 per cent of China’s AI...
Actually we have 360,976 registered members and more than 2M active readers.
Officially I am a blogger and offer my experience, observations, and opinions. There is nothing neutral about me. Journalists are supposed to report the news in a neutral manner but most journalists now adays have an...
Apr 1, 2026 • 9:00 AM EDT
SANTA CLARA, Calif. & NEW YORK--(BUSINESS WIRE)-- Intel Corporation (Nasdaq: INTC) and Apollo (NYSE: APO) today announced a definitive agreement for Intel to repurchase the 49% equity interest in the joint venture related to Intel’s Fab 34 in Ireland not held by Intel...
Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers... :ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO:
60 deals for 400 wafers per month? I sure hope yield is 99.99%.
Japan will use Rapidus if at all possible. Remember who the investors are according to AI:
Rapidus is backed by a consortium of major Japanese corporations plus strong government funding. Here’s a clear breakdown of the investors and supporters.
Founding corporate investors
Rapidus was...
Yes. Samsung is buying customers at 7-4nm which is why TSMC is moving capacity down to 3nm because Samsung S3F 100% failed. This is a good thing for the industry. It is unfortunate for Intel Foundry that they are not in the position to buy customers like Samsung is.
Samsung is still at a...
Great news for N3 customers! Japan fabs go up quickly. Japan neighbors calls them Night Castles because work is done around the clock.
The real reason is that 6-12nm wafers are commodities selling for cheap from Samsung and GF. 3nm has a much bigger margin so this is a strong financial move.
That is how I read it. Jensen sure is putting their money where their mouth is. Better than the stock buy backs and other financial monkey business.
Nvidia is going to have to change their tag line to "Nvidia Investment Everywhere"
CNA file photo
Taipei, March 31 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) received government approval on Tuesday to deploy its advanced 3-nanometer (3nm) process at its second fab currently under construction in Japan, according to a news release.
The Ministry of Economic Affairs...
Mar 31, 2026 • 5:02 PM EDT
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today announced that it will report first-quarter financial results on Thursday, April 23, 2026, promptly after close of market. Intel will then hold an earnings conference call at 2 p.m. PT that day to discuss...
Nvidia bets $2 billion on Marvell as rising AI adoption fuels competition
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion
Collaboration Delivers Greater Choice and Flexibility for Customers and Fully Compatible with NVIDIA AI Infrastructure
SANTA CLARA, Calif. –...
The NOT TSMC market has never been stronger and we can thank TSMC for that. Design starts have never been easier thanks to the TSMC ecosystem that has spawned many other foundry ecosystems. Let's give credit where credit is due here, the foundry business is all about the ecosystem and TSMC OIP...
English:
The situation in Taiwan is truly critical. Imagine: in some regions, rainfall has reached only 7% of normal levels — a drop in the ocean for industrial giants like Hsinchu. Cho Yung-tai is right to sound the alarm: when reservoirs like Bao’er dry up, it’s not only rice field irrigation...
Generally you see Rapidus talking to investors and customers, two very different audiences. The 1nm talk is all about investors. Keep shoveling me money Investors so we can get to 1nm. Of course Rapidus has to mention TSMC because that is the gold standard, that is what investors understand. We...
When I want accurate TSMC utilization numbers I go to the Korean media, absolutely. :ROFLMAO: :ROFLMAO::ROFLMAO::ROFLMAO:
The TSMC Tech Symposium is next month. I predict we will hear: Capacity is tight... like we have heard many times before because that is a powerful position to negotiate...
Samsung secures Tesla, NVIDIA orders as TSMC faces AI-driven demand surge with 72% market dominance
TSMC, the world’s largest foundry (semiconductor contract manufacturer), has seen a surge in orders from big tech companies, with its cutting-edge process capacity for 2028 effectively sold...
Premier Cho Jung-tai stated during the Executive Yuan meeting that rainfall in western Taiwan so far last winter has hit a 75-year low, with rainfall in the reservoir catchment areas south of Hsinchu ranging from 7% to 37% of the historical average for the same period. (Provided by the Executive...
Why SoftBank’s new $40B loan points to a 2026 OpenAI IPO
SoftBank has taken on a new $40 billion loan to help it cover its $30 billion commitment to invest in OpenAI as part of the AI model maker’s record-breaking $110 billion raise last month, the Japanese conglomerate said on Friday.
Most...
