AMD just joined the $1 trillion club, beating Intel to the milestone
AMD's stock has nearly tripled this year
Semiconductor articles
New US tariffs threaten to make PCs, game consoles, and data centers more expensive, again
Tech lobbyists worry tariffs could handicap the US in the AI race
Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly
TSMC is sitting on $1 billion worth of finished iPhone chips with nowhere to go
Ripple effect: In the run-up to the launch of the foldable iPhone Ultra, iPhone 18, and iPhone 18 Pro, Apple and its assemblers are working to secure enough mobile DRAM. Apple leans heavily on Micron for these chips and also buys from SK Hynix and Samsung. People involved say they still expect to meet initial demand, but they worry online wait times could stretch and store inventory could run out quickly if the shortage continues.
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027
Price hikes could affect 7nm chips as well as older 12nm, 16nm, and 28nm nodes
TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion
The investment could eventually bring the Arizona campus to 10 fabs and two advanced packaging plants
Intel's troubled 18A chip process is finally running smoothly
The node now produces about 30,000 wafers per month across two fabs in Arizona and Oregon
IBM unveils sub-1-nanometer chip architecture that stacks 100 billion transistors onto a fingernail-sized processor
It's a research milestone for now, but the company expects it to become an industry standard within a decade
The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
The Real Reason Nvidia Has Abandoned PC Gamers
Nvidia's shift away from PC gaming wasn't driven by AI alone. Slowing GPU gains, rising manufacturing costs, and longer upgrade cycles made gamers a far less attractive business.
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."
Samsung's foundry is booming as TSMC struggles with demand – bags Nvidia, Tesla, and Qualcomm as new clients
Google and AMD could also get their next-generation chips manufactured by Samsung
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
The chip industry is booming again, but only for companies building AI infrastructure
Silicon wafer shipments jumped 13% last year, and AI data centers are taking nearly all of it
ASML plans to build at least 60 EUV machines this year as AI chip demand surges
That is 36% above 2025 sales, with more cleanroom capacity and supplier scaling needed to keep pace
New terahertz technique lets engineers see inside running processors in real time
Modified lab equipment can map transistor activity inside a live processor without touching it
Intel tops $300 billion market cap for the first time since the dot-com boom
Intel hopes this turnaround will not end in another catastrophic crash
Chip foundry market hit $320 billion in 2025, driven by AI demand
TSMC is cashing in on the AI boom like no one else
A Supermicro co-founder is accused of smuggling $2.5B in AI servers to China
The AI chip trade is proving harder to police than policymakers expected
"Silicon" is a new coffee table book about the chip industry's origins and impact
Essays span everything from crystal growth to Nvidia's role in the AI boom
Broadcom sounds the alarm as chip demand is pushing TSMC to its limits
From wafers to lasers and PCBs, Broadcom highlights a widening shortage across the semiconductor ecosystem
Drone strikes halt a third of the world's helium supply, threatening chip production
The outage at Qatar's Ras Laffan facility is testing contingency plans across the chip industry
Nexperia China begins making its own chips after split with Dutch parent
Small-batch production of power and protection chips begins using 12-inch wafers
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.
Intel's 18A process works, now it has to convince the industry
PowerVia gives Intel a technical edge, but customers are hesitant