Most crypto forty-niners died broke in a warehouse full of their computing rigs. Former Ethereum miner CoreWeave took its gold to Wall Street. On June 22, 2026, it joined the Nasdaq-100 — fifteen months after its IPO, nine years after its founders assembled their first GPU rig in a New Jersey office.
The people who built the physical… Read More
Huawei’s assertion that it could match TSMC in producing the world’s most advanced chips by 2031 reflects both technological ambition and geopolitical necessity. As one of China’s leading technology companies, Huawei has faced significant restrictions on access to advanced semiconductor technology due to U.S. export controls.… Read More
Every family has that one wedding where, halfway through the toasts, someone leans over and whispers “wait, who’s paying for all this?” This is that wedding. OpenAI and Broadcom are the happy couple. Apollo Global Management walked the bride down the aisle. Nvidia may have just stood up to offer a toast, a very… Read More
The semiconductor industry has experienced several defining transitions over the last three decades. We moved from single-core to multicore processors, from ASIC-centric designs to IP-based SoCs, and from monolithic integration to heterogeneous architectures. Today, another transition is underway, one that may ultimately… Read More
Back in the late 1990s, Sente launched a product called WattWatcher to estimate power from design RTL and simulation activity. This was revolutionary for its time since alternatives, while very accurate, only offered power analysis at the gate level. Gate-level analysis is great for fine-tuning power but is unhelpful for achieving… Read More
The explosive growth of artificial intelligence is transforming the semiconductor industry, and nowhere is this more evident than in the memory sector. AI training and inference workloads are fundamentally memory-intensive, driving unprecedented demand for advanced DRAM architectures, High Bandwidth Memory (HBM), and… Read More
TSMC, the world’s largest contract semiconductor manufacturer, is significantly expanding its deployment of NVIDIA artificial intelligence and accelerated computing technologies throughout its chip design and manufacturing operations. The initiative represents one of the most comprehensive applications of AI within… Read More
Intel CEO Lip-Bu Tan’s statement that “re-spins get you fired” reflects the enormous pressure facing semiconductor companies as chip complexity, manufacturing costs, and competitive demands continue to rise. In the semiconductor industry, a “re-spin” occurs when a chip design must be revised and manufactured again because… Read More
Stephen Russell: Senior Technical Fellow, TechInsights
Every April, Earth Day prompts a flurry of corporate sustainability pledges and green-tinted press releases. But for the semiconductor industry in 2026, the conversation has moved well past pledges. Carbon accountability is now a procurement requirement, a regulatory… Read More
Yes, it is that time of year again, the 2026 TSMC Technology Symposium kick-off event in Silicon Valley. TSMC has never been in a better position to forecast the future of semiconductor technology and the industry itself. TSMC closely collaborates with the top semiconductor companies around the world and the top players in the … Read More
