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At Intel, ambitions were high—perhaps a little too high all at once. The 18A process was supposed to mark the major comeback, both technologically and strategically. Instead, indications are now increasing that this very flagship is causing internal delays.
Reports of yield problems and...
Yet TSMC did produce all of Apple's first iPhone chips on 20nm (iPhone6). I was in Fab 12 when Morris announced that Apple would have to also use Samsung because of yield problems with 16nm and said it would not happen again and it has not.
So where is the disconnect here?
Apple has been in talks with Intel since the first iProducts were being designed 15+ years ago. Those talks and talks with other foundries are a natural part of chip design so this type of article will always be somewhat accurate.
Given the volumes of iPhone chips and the cost and power...
- Apple explores US chip partnerships with Intel Samsung
- Strategy aims to diversify semiconductor supply chains
- Talks support domestic manufacturing and resilience goals
Apple is reportedly in discussions with leading semiconductor companies Intel and Samsung to strengthen chip...
Quite a different stance than Pat Gelsinger? :ROFLMAO:
Elon Musk is also singing TSMC's praises as a key partner, after meeting with Lip-Bu Tan of course.
TSMC N2 will be even more dominant than TSMC N3 which is hard to believe. Yield and design wins are both exceeding N3 at the same point...
The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%, widening Gap with Samsung in advanced chips.
Taiwan’s TSMC, the world’s top foundry company, will expand its advanced process production capacity by 20% this...
(Bloomberg) -- The value of the US government stake in Intel Corp. has increased fourfold to hit a value of about $36 billion after the chipmaker’s financial outlook showed a resurgence in sales.
That’s the equivalent of an almost $27 billion return on paper since Intel and the government...
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won
- Chip division alone contributed 53.7 trillion won — over 90% of total profit
- Samsung has begun mass-producing HBM4 chips for Nvidia’s Vera Rubin platform
- Supply shortage expected to worsen into 2027 as...
NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool shipments to China's second-largest chipmaker, Hua Hong, its latest action to slow the country's development of advanced chips, according to two people familiar...
FILE PHOTO: The TSMC logo is displayed on a building in Hsinchu
TAIPEI, April 29 (Reuters) - Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab, the world’s largest contract chipmaker, has sold its remaining stake in Arm Holdings , according to a company filing on Wednesday.
Its...
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single digit
First Quarter 2026 Overview1:
Revenue: NT$61.04 billion (US$1.93 billion)
Gross margin: 29.2%; Operating margin: 18.5%
Revenue from 22/28nm: 34%...
Industry hopes that Intel 18A can alleviate CPU shortages
The world isn’t just facing a memory shortage; it’s also facing a CPU shortage. Intel is currently capacity-limited, meaning it cannot make enough CPUs to meet demand. AI datacenter demand is driving sales of large Xeon processors, making...
ASML controls the service contracts, software upgrades and air supply for every fab running its bleeding-edge EUV machines
Some seemingly regular events are so massive in their implications across various domains that they deserve their own write-up. TSMC’s highly unusual public complaint of...
TSMC asked customers and they said no hurry on HNA-UEV. The risk/reward is not there yet. Simple as that. This topic came up in the press Q&A. I knew it would cause a media bubble. I'm wondering how may of the medias friends and family shorted ASML stock? :rolleyes:
Things may change when...
NEW TAIPEI, Taiwan, April 27 (Reuters) - A Taiwan court fined the local unit of Japan's Tokyo Electron (8035.T), opens new tab T$150 million ($5 million) on Monday, and handed jail terms of up to 10 years to five individuals convicted in a case relating to TSMC's (2330.TW), opens new tab...
Mentor Graphics' Wilsonville campus in 2005. The longtime Oregon company has been owned by Siemens since 2017.LC- THE OREGONIAN
By Mike Rogoway | The Oregonian/OregonLive
German industrial giant Siemens plans to sell off most of the 53-acre Wilsonville campus that came with its 2017 purchase of...
BEIJING, April 24 (Reuters) - DeepSeek, the Chinese startup whose low-cost AI model stunned the world last year, launched on Friday a preview of a highly awaited new model adapted for Huawei chip technology, underlining China's growing autonomy in the sector.
The Pro version of the new model...
April 24 (Reuters) - U.S. chip stocks soared to record highs on Friday as Intel's unexpectedly strong revenue forecast reinforced confidence that the AI boom powering this year's rally in the semiconductor sector is showing no signs of slowing down.
The foremost stock index for chip makers -...
