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
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
The microchip era may be ending – and wafer-scale systems could be what comes next
Physicists and engineers confront the technical constraints of today's most advanced processors
Apple, Nvidia, Intel among 15 early customers for TSMC's 2nm process – despite huge price hike
How much of the extra cost will reach consumers?
In a nutshell: TSMC's 2nm manufacturing process is in development, and the world's largest semiconductor manufacturer is said to have secured orders from around 15 customers for N2. But companies such as Apple and Nvidia could pay up to 66% more for the generational improvements – a price hike that may be passed on to consumers.
TSMC to raise prices by up to 10% in 2026, citing US tariffs as a factor
N2 wafers already cost around $30,000
TSMC's 2nm chips near production, iPhone 18 Pro likely to be first to adopt
Yields estimated to be far above 60 percent
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
TSMC wafer found in a dumpster - is this the ultimate case of chip binning?
"So that's where the missing ROPs ended up"
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
TSMC's production impact limited to 20,000 wafers following 6.4-magnitude earthquake
When operational, the company processes an average of 37,000 wafers per day
Infineon unveils world's thinnest silicon wafer for AI data centers, measuring just 20 micrometers
The big picture: Infineon has developed the world's thinnest silicon power wafers, measuring just 20 micrometers in thickness – about the same as a human hair. These wafers promise significant performance gains for power conversion applications across AI data centers, consumer electronics, motor control systems, and computing hardware.
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
Intel has a wafer-level assembly problem, and it's hurting Core Ultra sales
Customers are hot for Intel's Core Ultra products
A 2nm-capable wafer fab will come with a $28 billion tag, up to 50% more costly than 3nm
The costs of producing 2nm chips
Silicon wafer shipments suffered a steep decline in the first quarter of 2023
Just like everything else, silicon wafers aren't selling that well anymore
GlobalWafers wants to build a $5 billion factory in Texas
The Taiwanese company's ambitions are key for the future of US chip manufacturing
Chip shortage expected to last until new wafer plants open in 2024
Revenue from silicon wafers is expected to be around $15.5 billion this year
Unrelenting chip demand fuels GlobalWafers and Toshiba capacity expansions
The semiconductor industry is getting ready to bake more chips
Texas Instruments will start building new 300mm semiconductor wafer fabs next year
The construction site is located in Sherman, Texas, in an area with capacity for up to four fabs
Samsung ahead of TSMC as world's leading wafer manufacturer
Still not enough to satisfy demand, though
TSMC is ending discounts and increasing wafer prices
High demand after PC components and consoles will continue in 2021
Analysts believe that a single TSMC 5nm wafer costs $17,000
Anomalously expensive node is a high-performing one