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Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2024 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx will be between $52 billion… Read More
In forty plus years as a semiconductor professional I have never seen a semiconductor design ecosystem build as fast and as strong as RISC-V. As a result, RISC-V Now! has emerged as a pivotal gathering, a conference with a clear and ambitious mission: To transform the open, modular, and flexible RISC-V ISA from an exciting specification… Read More
Join us to get the latest on:
- TSMC’s industry-leading HPC, Smartphones, IoT, and Automotive platform solutions
- TSMC’s advanced logic technology progress on 3nm, 2nm, A16, A14 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO, CoWoS®, and TSMC-SoW™
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Join us to get the latest on:
- TSMC’s industry-leading HPC, Smartphones, IoT, and Automotive platform solutions
- TSMC’s advanced logic technology progress on 3nm, 2nm, A16, A14 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO, CoWoS®, and TSMC-SoW™
- TSMC’s
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Join us to get the latest on:
- TSMC’s industry-leading HPC, Smartphones, IoT, and Automotive platform solutions
- TSMC’s advanced logic technology progress on 3nm, 2nm, A16, A14 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO, CoWoS®, and TSMC-SoW™
…
Read More
Join us to get the latest on:
- TSMC’s industry-leading HPC, Smartphones, IoT, and Automotive platform solutions
- TSMC’s advanced logic technology progress on 3nm, 2nm, A16, A14 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO, CoWoS®, and TSMC-SoW™
…
Read More
Join us to get the latest on:
- TSMC’s industry-leading HPC, Smartphones, IoT, and Automotive platform solutions
- TSMC’s advanced logic technology progress on 3nm, 2nm, A16, A14 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO, CoWoS®, and TSMC-SoW™
…
Read More
Intel has posted three consecutive years of falling revenue and an $18.76 billion loss in 2024 alone—and the U.S. government has handed it tens of billions of dollars to fix the problem. The government money isn’t fixing the real issue, which isn’t technical. It’s cultural. Intel got slow, political, and risk-averse—the… Read More
The majority of my 40+ year career has been spent managing the relationship between leading-edge semiconductor design and manufacture, working with just about every commercial foundry and top customer in one way or another. It’s my thing—it fascinates me. I’m also a fan of disruption, and the latest disruptions the semiconductor… Read More
How do you get a shortage while not growing???
Intel Announced earnings in January. Then David Zinsner presented updates on business this week. David is open when talking and always shares 2-3 things he probably should not share. Often he shares things some of us know, but we cannot present because it is not public. Then he makes it… Read More
