ASML says it won't be able to make enough chipmaking machines to meet demand through 2028
The AI boom has a bottleneck, and it's ASML's factory
Chipmakers articles
ASML says AI's effect on chipmaking will unfold over the next 10 to 15 years, not overnight
ASML is betting bigger EUV mirrors and stacked transistors will keep chips advancing
Crystal ball: ASML is the only company that makes the EUV lithography machines needed to produce the world's most advanced chips. Its CEO, Christophe Fouquet, says the AI boom will play out over 10 to 15 years and that we're only seeing the tip of the iceberg. Meeting that demand will depend on better optics, vertical chip designs and a sprawling supplier network that can't be scaled up quickly. That makes ASML's roadmap a useful gauge of how far AI hardware can go, and how fast.
Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, and Qualcomm are all reportedly evaluating Intel's 14A process
Intel needs an anchor customer by early 2027
ASML targets 2033 for High-NA EUV with larger masks, promising a 40% productivity gain
Intel already uses High-NA EUV for laptop chips, but TSMC and Samsung aren't deploying it at scale yet
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
What just happened? President Trump says that Apple has agreed to work with Intel to design and build its chips in America. In a Truth Social post, Trump complained that "Stupid Presidents" had "let Taiwan and others steal our Semiconductor Factories."
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