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I met with Rapidus last year after Hot Chips. They were pitching faster turn around time than TSMC. No mention of pricing.
My suggestion was get a couple of trusted customers, like TSMC has with: Nvidia, Apple, Nvidia, QCOM, etc... and co develop and customize the process.
I also wonder...
The race for advanced nodes among foundries is shifting beyond a battle over technology timelines, with emerging challengers also competing on pricing. According to Nikkei, Rapidus, which is targeting 2nm mass production in 2027, plans to price its foundry services at levels comparable to or...
Without a doubt. There is also the experienced gained by working with the top EDA and IP companies. This has been 30 years in the making and cannot be replicated.
Semiconductor research firm SemiAnalysis has released a disruptive perspective, arguing that TSMC's most difficult-to-replicate moat is not its advanced process technology or EUV equipment, but rather the EDA and IP ecosystem it has spent over a decade building. Through its Open Innovation...
Chiplet-based HPC and AI packages impose much tighter thermo-mechanical constraints than monolithic designs. In 2.5D and 3D stacks, localized heat flux can create steep temperature gradients, causing differential expansion between silicon, interposers, substrates, underfills, and thermal...
- Projected 2027 spending is four times this year's total
- AI revolution driving up memory chip demand
- Nanya customers include Google, Nvidia, Qualcomm
TAIPEI, July 10 (Reuters) - Taiwanese memory chipmaker Nanya Technology (2408.TW), opens new tab said on Friday it plans capital spending...
Meta Platforms plans to begin producing a new in-house artificial intelligence chip in September, a move that underscores how aggressively the company is racing to expand its AI infrastructure. According to a Reuters report citing an internal memo, the chip is code-named Iris and is part of...
In April, IMEC's newly installed CEO moved quickly to bring together executives from TSMC, Nvidia, Samsung, ASML, and other major players in Belgium. How is IMEC, the semiconductor R&D hub inseparable from ASML, using 3D stacking and next-generation lithography tools to keep pace with a...
July 8 (Reuters) - OpenAI will launch GPT-5.6, its most advanced AI model, on Thursday after a delay prompted by U.S. government concerns over the potential national security risks posed by increasingly powerful AI systems.
The release comes amid intensifying competition among AI developers who...
Apple’s planned $30 billion-plus chip-supply agreement with Broadcom marks a significant step in the company’s effort to localize more of its semiconductor supply chain in the United States. According to Reuters, the multi-year deal extends through 2031 and centers on U.S.-made wireless and...
My question is how much of the $2T is pricing versus unit count? If we are just raising pricing then that is not real progress. That just means a select few companies (memory) are getting rich while the rest are living paycheck to paycheck. Kind of like the economy in the USA. :ROFLMAO:
The AI supercycle is reshaping semiconductor demand from a cyclical, consumer-led model into an infrastructure-driven growth phase. Digitimes’ view that the market could exceed US$2 trillion by 2030 reflects the rapid expansion of AI computing, where demand is no longer limited to CPUs and...
Why Semiconductor Thought Leadership Matters Right Now
The semiconductor industry is not just another sector of the global economy. Approximately 1.05 trillion chips were sold globally in 2025 at an average price of US$0.74 per chip, according to Deloitte's 2026 outlook. Building a single...
Advanced packaging is often presented as the next frontier for semiconductor innovation, especially as traditional Moore’s Law scaling becomes more expensive and technically difficult. Over the next three years, however, the industry will likely face significant cost bottlenecks that make...
US chipmakers lead, but China players aim to increase local market share
The AI hardware race is shifting beyond GPUs. While graphics processors remain essential for dense tensor computation, CPUs are becoming strategic because modern AI systems are increasingly heterogeneous, distributed and...
DeepSeek’s reported move to develop its own AI chip marks a significant step toward vertical integration in China’s AI stack. According to Reuters, the company is designing an AI chip that could reduce its dependence on Nvidia and Huawei processors, with the effort reportedly focused on...
Actually it is higher than that which is the problem with yield. By the time you publish a number it is obsolete. GO INTEL!
The Yield Partnership: Intel and PDF Solutions Tackle Advanced Nodes
Key takeaways▼
Intel 18A success hinges on yield improvement to restore confidence and advance...
Intel has reportedly resolved all yield issues it experienced with its 18A node over the past few months. According to the sell-side equity research firm BlueFin Research Partners, Intel has fixed these yield issues, making the high-volume production of its latest node sustainable from both a...
