The real end of Moore's Law and the true cost of a monopoly
How TSMC's pricing power impacts the industry
Manufacturing articles
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
China retaliates against US with bans on critical materials for semiconductors and defense
Exports of gallium, germanium, antimony, and super-hard materials are affected
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.
GlobalFoundries confirms $1.5 billion award from the US Chips and Science Act
GF is spending billions to improve its domestic chip manufacturing capabilities
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
Japan introduces $65 billion initiative to boost domestic chip production
Bolstering the local supply chain
Nvidia may have ended nearly all RTX 4000 production to prepare for RTX 5000 arrival
Au revoir, Lovelace; bonjour, Blackwell
Explainer: What is Chip Binning?
You bought a new CPU and it seems to run cool, so you try a bit of overclocking. The GHz climb higher. Did you hit the silicon jackpot? You've got yourself a binned chip. But what's that exactly?
TSMC and GlobalFoundries secure $13B in Chips Act funds ahead of Trump's inauguration
Trump has criticized the grants and a republican-controlled congress will likely restrict them
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.
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
Nvidia fixes Blackwell chip flaw with help from TSMC, mass production back on schedule
The fault was entirely Nvidia's, CEO Jensen Huang admitted
Tesla says it's on track to produce "more affordable" vehicles in 2025
They might not be as cheap as $25,000, though
Nvidia and MediaTek have reportedly partnered on a 3nm AI chip for future PCs
Rumor mill: Does the world need another AI PC chip? MediaTek and Nvidia appear to think so – if current rumors are accurate. A PC sporting such a chip could challenge current Windows-on-Arm devices with their relatively weak graphics. And it appears that PC manufacturers like Lenovo, Dell, HP, and Asus are lining up to adopt this product.
Record chip sales show signs of a semiconductor industry rebound despite global tensions
Chips are selling like hotcakes despite growing geopolitical uncertainty
Samsung confirms there are no plans to sell foundry business, issues apology over missed profits
Sorry for the $6.78 billion in operating profits
Biden signs bill allowing some US chipmakers to bypass environmental reviews
Controversial move ruffles feathers of environmental groups
TSMC could charge over $30,000 for each 2nm wafer
A 50 percent leap over prices for 3nm chips and double the cost of 4/5nm
British government buys semiconductor fab to secure military supply chain
The plant makes gallium arsenide semiconductors used in many military applications
Two mines in North Carolina that monopolize high-purity quartz could face disruptions due to Hurricane Helene
Hurricane damage may threaten critical semiconductor supply chain link
Canon ships first nanoimprint lithography machinery to US consortium backed by leading chipmakers
The technique cuts costs and electricity usage in chip production
Trillion-transistor, multi-die chips inch closer with Synopsys and TSMC's latest updates
The goal is to bring multi-chiplet packages exceeding one trillion transistors to the market by 2030
Startup raises $8.5M to build glass substrate chips, counts NATO as an investor
Ephos touts geopolitical advantage with US/EU-based supply chain