The real end of Moore's Law and the true cost of a monopoly
How TSMC's pricing power impacts the industry
Semiconductor articles
Intel breaks tradition, opens CEO search to outside candidates
Marvell CEO Matt Murphy is among potential outside hires
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.
Biden hits China with new export rules to curb its AI ambitions
Tighter export controls sound good on paper, but experts aren't convinced
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete
As the world's largest company, Apple also leads in R&D spending
The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.
The x86 wish list: Complexities of an imaginary Intel takeover
Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?
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.
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
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
Huawei keeps trying to poach TSMC engineers by offering to triple their salaries
Huawei wants their expertise -- and trade secrets
Intel vs. TSMC: Why economic factors, not tech, are at the heart of America's chip struggle
Can Intel and Samsung survive without government support in the foundry race?
Is Intel too big to fail? US officials are considering government intervention
The company stands to receive billions from the CHIPS Act, but Intel leadership says it's taking too long
3D-printed semiconductor-free logic gates could soon power cheap electronics devices
A serendipitous discovery that could make switching technology more accessible
Record chip sales show signs of a semiconductor industry rebound despite global tensions
Chips are selling like hotcakes despite growing geopolitical uncertainty
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
Intel unveils Clearwater Forest chips based on its 18A node - the one that could make or break Team Blue
Intel is counting on the success of these chips and mass producing on the 18A node
Qualcomm has approached Intel with an acquisition offer
A lot has to happen before any deal materializes
What just happened? It is no secret that Intel is struggling. The tech giant's stock price has plummeted in recent years, making it a viable takeover target. An offer from Qualcomm is now on the table, and if it materializes, it could significantly alter the semiconductor industry's trajectory. But first, the companies will have to pick their way through a minefield of financial, regulatory, and strategic considerations.
Oracle-backed Ampere explores sale amid shifting semiconductor landscape
It looks as though an IPO is off the table -- for the moment
Intel splits its struggling foundry division into an independent subsidiary
Chip fabrication will conduct its business separately but still answers to Intel's CEO
The U.S. government is encouraging the likes of Nvidia and Apple to tap Intel foundry for AI chip needs
Even without Raimondo's help, Intel has been landing contracts
With 2nm yields at 10-20%, Samsung delays production at Texas plant
Samsung faces major challenges in catching up to TSMC in chip manufacturing