The Korean chipmaker wants to overtake TSMC as the largest foundry by 2028
China complains about the CHIPS Act, again: claims double standards and Cold War mentality by the US
It also bemoaned chip-related export restrictions
The chipmaker is looking for $15 billion in subsidies from the US government
N3E later this year, N2P with nanosheet transistors and backside power delivery in 2026
A European Chips Act to play catch-up with the US and Asia
American companies that operate in China are also affected
Editor's take: Much of the focus in semiconductors is on chip performance, and so for many outside the process it can be mystifying why sometimes a "better" chip loses out to a "weaker" chip. To name just one example, Intel still sells a lot of server CPUs despite their poor comparison with the latest AMD or Arm offerings.
The chipmaker isn't worried and expects weak demand will be a short-lived problem
Foundry founder discusses chip industry fragmentation and US-China chip sanctions
Will it impact the company's US plans?
Former national security advisor thinks control of TSMC would make China the OPEC of semiconductors
A rose by any other name
All eyes are now on Japan
One step closer to "process technology leadership," but still more than a year away
The sanctions are having a huge impact
Editor's take: The industry has changed a lot in the eight years since we wrote our first analysis on the top five chip companies. We anticipated semis were no longer a growth industry and the only way for companies to keep growing was to win market share (hard) or buy other companies. This is especially true in semiconductors because most of these companies outsource their manufacturing to foundries like TSMC and GlobalFoundries.
Chinese companies are filling warehouses with chipmaking equipment in preparation for more restrictions
Japan and the Netherlands will soon join the US in restricting exports to China
Gelsinger confirmed solid program execution across client, server, and accelerated graphics product lines
Whitehall squabbling continues to stall the UK's eagerly anticipated chips policy
The US has gotten its wish after years of talks
Rapidus and IBM want to catch up to TSMC
Direct and collateral effects of the CHIPS act
Editor's take: Undeniably, we usually spend a lot of time talking about leading edge semiconductor manufacturing. This is a common mistake that everyone falls into when discussing semis, one which we are as guilty of as anyone. The world is rightly focused on the scarcity of companies capable of operating at the leading edge, but there is a lot more to semis.
Big quote: It's often said that there are three significant influences on global politics (and wars): oil, land, and religion. According to Intel boss Pat Gelsinger, semiconductors will join that list and become more important than the location of oil reserves for the next five decades.
But the future might not be so bright for Taiwan