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My article will post tomorrow but here is something to remember:
Donald Trump Truth Social (Aug 7, 2025)
“The CEO of INTEL is highly CONFLICTED and must resign, immediately. There is no other solution to this problem. Thank you for your attention to this problem!”
This was on Thursday. Lip-Bu...
Yes, IDM 3.0. I'm posting an article first thing tomorrow morning. This Terafab thing is definitely a chicken-little moment that we will not soon forget!
Even Anastasia in Tech got suckered in :ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO::ROFLMAO...
TSMC is not the only foundry raising prices. Hopefully Samsung gets on board and kicks their deep discounting habit. AI will generate trillions of dollars in revenue and cost savings so why not get a bigger piece of the pie? Silicon is where AI begins!
Taiwan’s Economic Daily News reported that...
Google has been using ASIC providers since day one.
Two questions: Why don't they just do it themselves? Why would Google switch providers after working with AVGO for so many years?
IP was a big reason why companies chose ASIC providers. Avago used to have the best Serdes so Google worked...
April 19 (Reuters) - Alphabet's Google (GOOGL.O), is in talks with Marvell Technology (MRVL.O), to develop two new chips aimed at running AI models more efficiently, The Information reported on Sunday citing two people with knowledge of the discussions.
One of the chips is a memory processing...
Elon said: "To Samsung, TSMC, Micron and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I have said these exact words to them." The coordinated expansion of semiconductor manufacturing capacity in the US could signal a long-term restructuring...
TSMC have said its fabs in Arizona will strengthen America’s leadership in critical technologies like AI, high-performance computing and advanced mobile applications. Credit: TSMC
TSMC’s Arizona expansion marks a major shift as the Apple supplier navigates helium shortages while posting an...
TSMC announced Thursday a sweeping global expansion of its 3-nanometer chip production, adding capacity simultaneously in Taiwan, the United States, and Japan as surging demand for artificial intelligence semiconductors continues to strain supply. The announcement came during an investor...
TSMC is pushing the boundaries of semiconductor manufacturing with plans to begin trial production of its sub-1nm A10 process technology by 2029, according to recent reports from Wccftech and other industry outlets. Apple, the foundry giant's largest smartphone chip customer, is widely expected...
TSMC chief calls Tesla and Intel competitors at earnings call
Elon Musk's expanding semiconductor strategy drew fresh attention this week as TSMC CEO C.C. Wei publicly addressed the competitive dynamics posed by Tesla and Intel during the chipmaker's first-quarter 2026 earnings call on Thursday...
I really do think we will look back on this whole thing and laugh ourselves silly.
But moving forward, Lip-Bu and Intel can certainly make Elon's dream come true but on a much smaller scale. No matter what, Elon will need TSMC and probably Samsung to be successful otherwise it will be an...
Terafab is a planned semiconductor fabrication plant jointly developed by Tesla, xAI, xAI's parent company SpaceX, and Intel.[1][2] The venture was announced by Elon Musk on 21 March 2026 and centers on the construction of a vertically integrated large-scale facility designed to produce more...
Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry, as the company continues to build its A-Team in the semiconductor business.
Shawn Han of Samsung Foundry Joins Intel Foundry, Bringing Years of Semiconductor Experience
The announcement was made by Intel Executive...
Elon Musk confirms that SpaceX & Tesla will always remain a major customer of TSMC, but the Taiwanese chipmaker alone couldn't fulfill its demand, which is why they started the Terafab project with Intel.
Terafab Is Essential To Elon's Ambitious "In-House" Chipmaking Goals, But Says That SpaceX...
Apple’s iPhone has once again proved its enduring appeal in the world’s largest smartphone market.
China’s overall smartphone shipments declined 4% year-over-year in the first quarter (January to March), hammered by supply chain disruptions and sharply higher memory chip prices that forced...
CC Wei: Thank you, Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first quarter with revenue of USD35.9 billion, slightly above our guidance in US Dollar terms, driven by strong demand for our leading-edge process technologies. Moving...
Sometimes I wonder if there is a master plan here that is going on behind the scenes. Then I realize that Elon Musk and other tech titans are just human. The difference being that Elon thinks big and he thinks out loud. While most of us geniuses think before we speak Elon and Sam Altman speak...
