Intel's 18A node enters risk production, paving the way for Panther Lake
18A node production begins ramping up
Semiconductor articles
Pat Gelsinger warns TSMC's $100 billion investment will not restore US semiconductor dominance
"If you don't have R&D in the US., you will not have semiconductor leadership in the US."
Jensen Huang anticipates 20% performance boost from gate-all-around transistors
New technology likely vital for Feynman (2028) and later GPU architectures
TSMC spends just 10% more on silicon wafers manufactured in the USA than in Taiwan fabs
A hot potato: TSMC has repeatedly said that funding a new chip-making venture outside Taiwan is very expensive for numerous reasons. However, a new analysis tries to debunk the company's alleged financial issues with building new plants in other parts of the world.
TSMC's 2nm chips near production, iPhone 18 Pro likely to be first to adopt
Yields estimated to be far above 60 percent
How profitable are TSMC's nodes: crunching the numbers
Legacy nodes are more valuable than they appear
Vietnam wants to compete with Taiwan by establishing its first wafer fab
The goal is to become one of the biggest semiconductor players between 2040 and 2050
Chip industry veteran Lip-Bu Tan is Intel's new CEO
New leader wants to turn Intel into a "world-class foundry"
Something to look forward to: Intel's years-long struggle to stay competitive in the semiconductor market worsened last year as the company lost billions, forcing out CEO Pat Gelsinger. While the strategic direction of his successor remains unclear, early statements suggest that Intel will maintain its commitment to foundries, even as rivals propose partnerships and others question whether Intel should stay in the foundry market.
Intel embraces the multi-foundry approach, currently outsourcing 30% of its wafer production to TSMC
Intel sees TSMC as a key supplier while refining its foundry model
Nvidia and Broadcom are testing Intel's 18A capabilities, but future deals remain uncertain
Intel fights for foundry relevance
TSMC announces extra $100 billion investment in US chip manufacturing, bringing total to $165 billion
TSMC has committed to creating new factories and thousands of jobs
Former Intel CEO has a radical solution for the company: Fire the board and rehire Pat Gelsinger
He also advises against breaking up Intel now that it's regaining edge
Intel pushes back Ohio chip plant opening to 2030, citing market conditions
The plant is expected to use advanced process technologies when it finally opens
China accuses Taiwan of "selling out" its semiconductor industry to the US
Would Taiwan give away TSMC to secure Trump's backing?
Semiconductor industry braces for CHIPS Act fallout after federal job cuts
Donald Trump wants to bring chips back to the US with tariffs, not federal loans
Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?
The x86 wish list: Complexities of an imaginary Intel takeover
Editor's take: We are frequently asked some version of the question, "Will someone acquire Intel?" At this point, we think it is highly unlikely, but these are unpredictable times. Setting aside all the principal considerations – like money, strategy, and regulatory approval – there are a few other hurdles. Chief among these is Intel's license for x86.
Intel says 18A process is ready, tape-out confirmed for the first half of 2025
Can Intel's first 2nm-class process node save the day?
Why it matters: As Intel's chip design and foundry businesses face mounting pressure that could jeopardize the company's future, much is riding on the success of its upcoming 18A node. As Intel finalizes its latest semiconductor process, 2025 will be a decisive year for its efforts to legitimize its foundry division and regain competitiveness against TSMC and Samsung.
Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan
Experience and streamlined processes give Taiwan a big edge
Intel's $13B foundry loss raises stakes for potential TSMC partnership
Can TSMC save Intel's foundry business?
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.
Intel considers breakup as Broadcom and TSMC explore separate deals
Broadcom is eying Intel's chip design business while TSMC considers manufacturing arm
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.
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.
Bill Gates says Intel has lost its way, fallen behind in chip design and fabrication
"I am stunned"
Big quote: The last few years have not been kind to Intel. The company has seen its fortunes fall as rivals continue to make great strides, both financially and technologically. In a recent interview, Microsoft co-founder Bill Gates shared his thoughts on the situation, stating that Intel has "lost its way."
TSMC prepares to pass tariffs costs, could increase semiconductor prices by 15 percent
Rising wafer costs could push 3nm prices beyond $20,000, slowing performance gains
AI boom fuels semiconductor growth to $626 billion, with 2025 set for more gains
The AI craze has made some companies very, very rich