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SK Hynix is drawing attention for seeking cooperation with Intel in the field of cutting-edge packaging. It is understood that the company is currently conducting tests to integrate High Bandwidth Memory (HBM) and system semiconductors by adopting 2.5D packaging technology from Intel.
As TSMC...
HSINCHU, Taiwan, R.O.C., May 12, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions:
Approved the 2026 first quarter Business Report and Financial Statements. First quarter consolidated revenue was NT$1,134.10 billion and net...
So much has happened since Lip-Bu became Intel CEO. The white House visit, Elon Musk and Terafab, Intel stumble on CPUs. I'm sure Lip-Bu had a plan when he took the job but he did not know the depth of problems at Intel nor did he know about the AI surge and now the Terfab effect.
I cannot...
Agreed. The funny part of the story is that TSMC did not know Apple switched back to Samsung until after the deal was done. That is how Apple worked back then. They (Apple) asked questions, they (Apple) did not answer questions. This was a shame on Morris Chang for not knowing your biggest...
Image by: United States Department of Commerce
Intel’s stock has tripled under Lip-Bu Tan, who has won over Trump, partnered with Musk, and attracted Apple’s interest. The question is whether the relationships will produce the manufacturing execution that Intel has failed to deliver for a...
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip demand surges, they say
- IPO would be largest in the world so far in 2026, according to Dealogic
May 10 (Reuters) - Cerebras Systems is set to raise the size...
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.
But after forging ties to the world’s biggest...
The SoC in question was designed to Samsung 14nm. TSMC then ported the design to TSMC 16nm to get the business back. Re writing history is a tricky business, one very few people can get away with.
And by the way, Samsung did have a 20nm process so Morris is wrong on that one as well.
The iPhone maker and U.S. silicon giant will work together on chips for Apple devices. The Trump administration pushed for the deal.
Reports from The Wall Street Journal say Apple and Intel have reached a preliminary agreement for Intel to manufacture some chips used in Apple devices. The...
Amazing growth! TSMC reported strong momentum in its April 2026 revenue update, reinforcing the company’s dominant position in the global semiconductor industry amid accelerating artificial intelligence (AI) infrastructure demand. The monthly revenue report, released as part of TSMC’s regular...
HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated basis, revenue for April 2026 was approximately NT$410.73 billion, a decrease of 1.1 percent from March 2026 and an increase of 17.5 percent from April 2025...
A new supply chain report has revealed what appears to be Intel’s processor roadmap through 2028, outlining several upcoming CPU architectures including Nova Lake, Razor Lake, Titan Lake, and Moon Lake. According to the report, Intel plans to return to a yearly release cadence for new CPU...
Today Tesla is using TSMC N3. Tesla signed a $16.5B deal for Samsung 2nm that runs through 2033. And now SpaceX is signing a deal with Intel for 14A.
Elon Musk should know by now that foundries build fabs based on customer commitments, not customer dreams.
Elon Musk should also know about...
Great news for intel. I'm still waiting for the SpaceX investment in Intel. Maybe after the trillion dollar IPO?
Intel 14A is HNA-EUV so this will be interesting. Since this is an IDM 3.0 type of deal maybe margins will not be a problem?
May 6 - SpaceX has proposed an initial $55 billion investment to build a semiconductor manufacturing facility in Texas, according to a filing made public on Wednesday.
Tesla (TSLA.O), opens new tab chief Elon Musk has said the electric vehicle maker plans to use Intel's (INTC.O), opens new tab...
Revenue. Very deceiving. Malcolm Penn from Future Horizons tracks this and has warned us many times about units versus ASPs.
https://www.futurehorizons.com/
Worldwide chip sales in March increase 79.2% year-to-year, 11.5% month-to-month
WASHINGTON—May 4, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $298.5 billion during the first quarter of 2026, an increase of 25% compared to Q4 of 2025. Global...
Ditto.
It is important to separate internal products and external foundry business. Customer test chips (mostly IP) are being run on 18AP but I have not heard anything on yield which generally means there are no problems. I will check.
For Intel internal 18A products:
Intel Panther Lake is...
Taiwan plays a pivotal role in the global semiconductor supply chain and its semiconductor industry is critical to economic development.
Taiwan has therefore established a comprehensive legal framework covering intellectual property protection, controls on technology exports and outbound...
