Samsung delays $37B Texas chip plant with no customers in sight
Chipmaking push in Texas is all construction, no production
TSMC shifts focus to US, postpones new chip plant in Japan
US tariff threats have reportedly influenced TSMC's Japan project timeline
Intel may scrap 18A node in favor of 14A to attract Apple and Nvidia
New CEO distances company from Gelsinger's 18A legacy, could lead to billion-dollar write-off
TL;DR: Intel CEO Lip-Bu Tan is reportedly considering scrapping the company's 18A manufacturing process for external foundry customers. Instead, Tan wants Team Blue to focus on the newer and more efficient 14A node in hopes of securing major clients like Apple and Nvidia away from TSMC.
Taiwan joins chip war escalation, blocks exports to Huawei and SMIC
Huawei has reportedly relied on shell companies to bypass US export controls
Apple iPhone 18 Pro Max and foldable iPhone get first dibs on TSMC's 2nm process, A20 chip
Arriving in late 2026, the A20 chip promises better performance without added power
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.
TSMC is once again in talks with US officials over a possible gigafab in the UAE
National security concerns remain a major hurdle for the US
Nintendo taps Samsung to manufacture main processor for Switch 2
Can Samsung help Nintendo meet Switch 2 demand?
Taiwan moves to tighten control over TSMC's advanced chip exports and overseas investments
TSMC's overseas expansion faces new hurdles under the revised regulations
TSMC unveils plans for giant AI chips to meet surging compute demands
The big picture: The semiconductor industry is approaching a significant milestone as TSMC prepares to expand the physical scale of its chip packaging technology. At its recent North American Technology Symposium, the company detailed plans for a new generation of CoWoS (Chip-on-Wafer-on-Substrate) technology, enabling the assembly of multi-chiplet processors much larger than those currently in production.
TSMC to begin 1.4nm A14 chip production in 2028, expands 3nm family with N3P and N3X
Next-gen 2nm node launches this year ahead of A14 rollout
Intel to adopt TSMC's next-gen 2nm process for upcoming Nova Lake CPUs
Nova Lake will also debut a new LGA 1954 motherboard socket
TSMC denies reports of joint venture with Intel as US pushes for domestic chip solutions
CEO C.C. Wei shut down the reports
AMD Epyc 'Venice' will be built on TSMC's N2 node, 5th-gen Epyc to be fabbed in Arizona
On track to be released in 2026
Nvidia shifts AI supercomputer production to the US for the first time
Nvidia to produce $500 billion worth of AI infrastructure in Arizona and Texas
TSMC could face over $1 billion fine for violating Huawei export ban
Whether TSMC knew about it is another question
Intel and TSMC reach preliminary agreement on US chip manufacturing joint venture
TSMC will take a 20% stake in the new company
The AI shift is leaving traditional compute vendors behind
Bending metal: The future of Taiwan's electronics complex
Pat Gelsinger warns TSMC's $100 billion investment will not restore US semiconductor dominance
"If you don't have R&D in the US., you will not have semiconductor leadership in the US."
TSMC spends just 10% more on silicon wafers manufactured in the USA than in Taiwan fabs
A hot potato: TSMC has repeatedly said that funding a new chip-making venture outside Taiwan is very expensive for numerous reasons. However, a new analysis tries to debunk the company's alleged financial issues with building new plants in other parts of the world.
TSMC's 2nm chips near production, iPhone 18 Pro likely to be first to adopt
Yields estimated to be far above 60 percent
How profitable are TSMC's nodes: crunching the numbers
Legacy nodes are more valuable than they appear
Samsung's ambitious 1.4nm plans in jeopardy as foundry challenges mount
The node is expected to afford improved efficiency and performance
TSMC seeks Intel foundry stake in joint venture with Nvidia, AMD, Broadcom, and Qualcomm
TSMC would run Intel's foundry division operations
Intel embraces the multi-foundry approach, currently outsourcing 30% of its wafer production to TSMC
Intel sees TSMC as a key supplier while refining its foundry model