Trump says Apple will work with Intel to build chips in the US
Intel could gain a major foundry customer as Apple looks to reduce its reliance on TSMC
Chipmakers articles
TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely
The chip crunch could run for years, unless the boom becomes a bubble
Apple and Intel are reportedly working on a chip manufacturing deal
TSMC capacity is tightening under AI demand – and the US government has been quietly pushing Apple toward Intel for months
AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Nvidia still dominates, but AI demand is lifting the rest of the chip market
Bottom line: Demand for AI infrastructure has been reshaping how investors value chipmakers, and recent results from key suppliers have strengthened the view that compute-intensive workloads will continue to grow. The effect has been evident with CPU vendors as of late. AMD's stock traded at $278 on Thursday, putting its market value at about $454 billion. Intel's rally from early March pushed the stock toward $68 and lifted its market cap to just under $340 billion. Arm's shares, meanwhile, traded close to $165, valuing the company at roughly $174 billion.
Chip foundry market hit $320 billion in 2025, driven by AI demand
TSMC is cashing in on the AI boom like no one else
ASML looks beyond EUV, plans new tools for larger chips and 3D packaging
The company is exploring technologies to stack, bond, and scale chips beyond two-dimensional limits
Washington tells Silicon Valley the Taiwan chip risk is no longer theoretical
Taiwan's chip dominance has become America's biggest economic vulnerability
Why it matters: In closed-door briefings in Washington and Silicon Valley, national security officials have been blunt with executives from Apple, AMD, and Qualcomm: China is making plans to retake Taiwan, and even a blockade could choke off the island's chip exports and bring the US tech industry to its knees.
ASML pushes EUV power to 1,000 watts, unlocking up to 50% more chips per machine
Doubling laser pulses and droplet speed could push EUV lithography to unprecedented power
Intel's 18A process works, now it has to convince the industry
PowerVia gives Intel a technical edge, but customers are hesitant
Taiwan says shifting 40% of chip production to the US is "impossible"
Taiwan is still open to expanding operations into the US, however
After 12 years with TSMC, Apple explores new partners for chip manufacturing
Intel and other manufacturers may get a role as Nvidia's AI appetite strains capacity
Intel says it's selling every chip it can produce, so it's feeding AI servers first
More expensive Xeons are getting priority over Core, even if it means fewer consumer CPUs
TSMC struggles to meet surging AI chip demand amid data center boom
Ripple effect: While critics and PC enthusiasts are cheering for the AI bubble to burst, Big Tech and enterprise ventures cannot buy AI accelerators fast enough. In fact, even one of the world's most important chip manufacturers is now facing significant issues with its ability to meet customer demand.
Intel could return to Macs and iPads by 2027, but this time as Apple's contract chipmaker
Apple tests Intel's 18AP node as US fabs chase M-series work
The world is running out of yttrium: a little-known rare earth is becoming the newest flashpoint in global tech
Supply chain disruptions threaten aerospace, semiconductor, and energy production worldwide
TSMC is hiking prices on its most advanced manufacturing nodes
Big Tech won't feel it too much as higher costs always trickle down to the end user
Silicon Valley startup bets on x-ray lithography to transform semiconductors
Substrate unveils plan to rival industry giants with $100 million in fresh backing
TSMC just gave us a peek inside its ultra-advanced Fab 21 chip factory in Arizona
Robotic pods working in harmony with ASML's Twinscan NXE is a thing of beauty
TSMC pushes 2 nm manufacturing ahead of schedule, fast-tracks Arizona buildout
Something to look forward to: TSMC is moving faster than expected to bring its most advanced chip technology to market. The company confirmed that its N2 process node will enter volume production before the end of 2025, as it accelerates both its domestic rollout in Taiwan and a parallel push to deploy the same technology at its Arizona site.
TSMC slashes EUV power use nearly in half: without hurting yields
Efficiency push means to save 190 million kWh by 2030
Intel turns to Apple for potential investment as it looks to rebuild chip business
Apple and Intel share a long, uneven history of collaboration and tension
Samsung and SK Hynix suffer significant blow to their chipmaking activities in China
The US is making it harder to produce chips in China
TSMC to raise prices by up to 10% in 2026, citing US tariffs as a factor
N2 wafers already cost around $30,000
Intel's 18A process hit by low yields and quality issues, putting manufacturing comeback in doubt
Reliance on TSMC grows despite efforts to restore in-house production