Intel's Foundry financials and what it needs to turn things around
We got pretty close guessing Intel Foundry's numbers
Chipmakers articles
Russia's primary chipmaker is struggling with a defect rate of about 50 percent
Sanctions have crippled Baikal's production and packaging capabilities
China is determined to advance its technology despite US-led restrictions, Xi Jinping tells Dutch Prime Minister
China thinks it doesn't need ASML
The Netherlands is scrambling to stop ASML from moving its lithography business outside the country
Why it matters: ASML is the largest manufacturer of photolithography machines, designed for etching intricate circuits onto silicon wafers to create advanced computer chips. It stands as the most highly valued European tech company, boasting a market capitalization of nearly $400 billion. Additionally, ASML represents one of the major business ventures in the Netherlands' economy.
US government seeking a CHIPS Act 2.0 to properly fund domestic semiconductor industry
Earmarked funds from the CHIPS Act aren't even fully expended, but the Secretary of Commerce calls for CHIPS Act 2?
Interview with Pat Gelsinger: Intel's CEO describes a different kind of foundry
In advance of Intel's first event dedicated to their Foundry business, I had the opportunity to sit down one-on-one with CEO Pat Gelsinger and talk about the company's strategic goals.
TSMC earns $69.3 billion in 2023 becoming world's largest semiconductor company by revenue
TSMC outperforms Samsung and Intel for the first time ever
World's biggest extreme ultraviolet lithography (EUV) supplier grew 30 percent in 2023
Company forecasts 2024 to be a transition year before returning to full growth in 2025
Apple is first in line for TSMC's 2nm chip supply
First 2nm chips could debut in the iPhone 17 Pro in 2025
US sanctions will keep China 10 years behind on chipmaking, Intel CEO says
US restrictions on chipmaking tools a critical factor
TSMC working towards a future with trillion-transistor chips, 1nm-class manufacturing
It says its monolithic designs could reach 200 billion transistors by 2030
TSMC progresses with 2nm manufacturing process, anticipates gradual implementation
The ecosystem for the new process is almost ready, with a few missing bits here and there
Are Microsoft and OpenAI making moves to enter the AI chip market?
Both companies are investigating ways to reduce reliance on Nvidia's AI technology
Tech giants Amazon, Apple, and Samsung could be major investors in Arm's IPO
Arm is expected to go public this year with a blockbuster IPO that could value the company at $60 billion
Samsung's 4 nm process node achieves yield rates of 75 percent
The Korean company has been working hard to beat TSMC, but will that effort pay off?
Marketing a CPU in a multi-polar world
There are no easy answers in this very complex, rapidly moving environment, but there is some hope
The AI chip market landscape: Choose your battles carefully
There are three markets for AI chips: training, cloud inference and edge inference. All of them are already fairly crowded
Taiwan wouldn't tolerate US attempts to bomb TSMC in event of China takeover
Comments about the fate of TSMC during a Chinese invasion escalate further
Opinion: Everybody wants to software
In context: For years, hardware makers have observed the attention and valuation multiples enjoyed by software companies with envy. Employees at hardware companies have also longed for the fancy perks their peers receive at software companies, while their hardware teams are fortunate to even have coffee at work. Software may be eating the world, but does that mean only software companies get foosball tables at work?
Latest Cadence tools bring generative AI to chip and system design
Specialized generative AI versus general-purpose language-based offerings
Blurred lines: the difference between fabless and foundry companies
A rose by any other name
Chinese companies are filling warehouses with chipmaking equipment in preparation for more restrictions
Japan and the Netherlands will soon join the US in restricting exports to China
When it comes to semiconductors, leading is not everything
Direct and collateral effects of the CHIPS act
Editor's take: Undeniably, we usually spend a lot of time talking about leading edge semiconductor manufacturing. This is a common mistake that everyone falls into when discussing semis, one which we are as guilty of as anyone. The world is rightly focused on the scarcity of companies capable of operating at the leading edge, but there is a lot more to semis.
