Arm wants to build its own chips, so it may be poaching from chip-making clients
"We don't build chips." Not yet, at least.
Chipmakers articles
Intel's 18A found to be faster but TSMC's N2 is denser in process node showdown
Bottom line: Intel and TSMC are both gearing up to launch their respective 18A and N2 process nodes, each offering significant advancements. On one side, Intel claims 18A will deliver much higher generational performance gains. On the other, TSMC is emphasizing N2's impressive transistor density. But which one is truly superior? As it turns out, the answer isn't so straightforward.
TSMC fast-tracks 3nm chip production in Arizona to counter potential Trump tariffs
Mass production of these chips could kick off as early as 2027
Intel discloses CPU roadmap, confirms Nova Lake architecture for 2026 rollout
Nova Lake is confirmed to utilize a mix of internal and external production
Federal funding boosts US chip packaging with $1.4B in CHIPS Act awards
Funds for advanced materials, substrates, and a new prototyping facility
Axiom proposes Taiwan's semi giants to manufacture chips in space
Initial trials will occur on the ISS, with future manufacturing shifting to Axiom's private space station
Taiwan is finally allowing TSMC to build leading 2nm chips outside the country
Island aims to strengthen semiconductor ties with allies like US
Insiders say TSMC's Arizona fab is now producing AMD Ryzen 9000 CPUs
Alongside an unnamed chip for an upcoming Apple Watch
Startup's Universal Processor combines CPU, GPU, DSP, and FPGA into a single chip
One processor to rule them all... if they can deliver
Nvidia, AMD, and Intel invest in Ayar Labs to enable futuristic light-based chips
Ultra-low latency and crazy efficiency
TSMC posts 34% revenue jump in November, riding high on AI demand
Another blistering growth year for TSMC's revenue
Chipmaker Marvell is now more valuable than Intel amid AI boom
Marvell's stock boosted by glowing Q3 results and optimistic Q4 outlook
Intel 18A node reportedly stuck at 10% yields, SRAM density also trails TSMC upcoming 2nm tech
The 18A process is slated for major Intel products in 2025
Intel breaks tradition, opens CEO search to outside candidates
Marvell CEO Matt Murphy is among potential outside hires
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
The unsung heroes of chip sales: field application engineers
Solving problems, closing deals
AMD secures new glass substrate patent as race for the chipmaking technology intensifies
Despite outsourcing chip production, AMD drives substrate R&D for custom designs
Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete
As the world's largest company, Apple also leads in R&D spending
The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.
TSMC prepares for next-gen chip manufacturing with high-NA EUV investments
These machines, essential for sub-2nm processes, come with a hefty price tag
Next-gen synthetic diamond cooling tech for chips could secure CHIPS Act backing
Claims of 10-20°C GPU temp drops and 40% less energy use
What just happened? Akash Systems, an Oakland-based startup, has landed a preliminary deal with the US government for major funding under the CHIPS Act. The company, which is developing diamond-based cooling technology for semiconductors, has signed a non-binding memorandum with the Department of Commerce. If finalized, it would net Akash $18.2 million in direct funds and $50 million in federal and state tax credits.
Is Intel too big to fail? US officials are considering government intervention
The company stands to receive billions from the CHIPS Act, but Intel leadership says it's taking too long
Intel and Samsung might be considering a foundry alliance to counter TSMC
Intel's foundry business struggles as Samsung continues to face yield rate issues
TSMC admits it can't produce enough AI chips as demand outpaces supply
The chipmaker is doubling CoWoS capacity year-over-year through 2026, but it won't be enough
Biden signs bill allowing some US chipmakers to bypass environmental reviews
Controversial move ruffles feathers of environmental groups