Semiconductor articles

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TSMC's 2nm wafer prices hit $30,000 as SRAM yields reportedly hit 90%

Apple, Intel, Nvidia, and others line up for next-gen chips
In context: TSMC has steadily raised the prices of its most advanced semiconductor process nodes over the past several years – so much so that one analysis suggests the cost per transistor hasn't decreased in over a decade. Further price hikes, driven by tariffs and rising development costs, are reinforcing the notion that Moore's Law is truly dead.
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Intel doubles down on foundry ambitions, unveils 18A and 14A process enhancements

New CEO means to woo foundry clients
In context: Intel's recent challenges are undoubtedly familiar to anyone who has paid even the slightest attention to the semiconductor market. These issues were a key reason the company recently appointed semiconductor industry veteran Lip-Bu Tan as its new CEO. Some even speculated that Intel might spin off its chip-making foundry business.
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AI is reshaping chip design tools, and the results are impossible to ignore

Why it matters: As powerful as AI may be, many industries are still struggling to find clear-cut applications that make a measurable, demonstrable difference. Thankfully, that is not the case when it comes to chip design software. In fact, since their introduction just a few years ago, AI-powered features have become a mainstay of EDA (Electronic Design Automation) tools from companies such as Cadence and Synopsys.
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Researchers use lasers and metalenses to align 3D chips with atomic precision

Forward-looking: Researchers at the University of Massachusetts Amherst have developed a laser-based technique to align 3D semiconductor chips, potentially overcoming a longstanding challenge in chip manufacturing. The method employs concentric metalenses to generate holograms that reveal misalignment between chip layers at a much smaller scale than previously possible.
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Trump administration exempts phones, computers, CPUs, memory, and chipmaking tools from sweeping tariffs

The exemptions cover $390 billion in yearly US imports
Why it matters: The Trump administration has granted a reprieve to global technology manufacturers by exempting smartphones, laptops, CPUs, memory chips, and electronics to make semiconductors from its sweeping tariffs on imports – a move that could ease pressure on companies like Apple and Nvidia while offering relief to consumers.