#chip-manufacturing
#chip-manufacturing

Business

Taiwan Makes the Majority of the World's Computer Chips. Now It's Running Out of Electricity

Taiwan's dependency on imported fossil fuels and insufficient renewable energy development threatens its future as a chip manufacturing leader.

fromwww.bbc.com

1 week ago

Trump's chips strategy: The US will struggle to take on Asia

The US has lagged in chip manufacturing, risking technological supremacy to China and Asia.

fromGSMArena.com

2 hours ago

Mobile UX

Report: Samsung will be making some Snapdragon 8 Elite 2nd gen chips on a 2nm node

Qualcomm plans to dual source Snapdragon 8 Elite 2nd generation chips from Samsung (2nm) and TSMC (3nm) to enhance production flexibility.

fromWIRED

Business

Taiwan Makes the Majority of the World's Computer Chips. Now It's Running Out of Electricity

Taiwan's dependency on imported fossil fuels and insufficient renewable energy development threatens its future as a chip manufacturing leader.

TSMC's $100 billion U.S. commitment could calm Taiwan tensions

TSMC's $100 billion investment in the U.S. aims to boost local chip manufacturing and mitigate geopolitical risks.

TSMC announces $100 billion investment in US chipmaking

TSMC plans to invest $100 billion in two new chip factories in Arizona, expanding U.S. chip manufacturing significantly.

Chip giant TSMC plans to spend $100bn to expand US chip manufacturing

TSMC plans to invest $100 billion in US chip factories to strengthen national security and enhance domestic semiconductor production.

18A process aims to put Intel on par with TSMC

Intel's 18A process is crucial for regaining competitiveness with TSMC and showcases significant advancements in chip manufacturing.

Intel delays its Ohio chip factory to 2030 | TechCrunch

Intel's Ohio chip fabrication plant will likely not open until 2031, delayed from its original timeline due to financial concerns.

TSMC refuses to make Samsung Exynos: no surprise

Samsung aims to collaborate with TSMC for Exynos chip production, but TSMC has reportedly refused due to concerns over process secrecy.

TSMC's $100 billion U.S. commitment could calm Taiwan tensions

TSMC's $100 billion investment in the U.S. aims to boost local chip manufacturing and mitigate geopolitical risks.

TSMC announces $100 billion investment in US chipmaking

TSMC plans to invest $100 billion in two new chip factories in Arizona, expanding U.S. chip manufacturing significantly.

Chip giant TSMC plans to spend $100bn to expand US chip manufacturing

TSMC plans to invest $100 billion in US chip factories to strengthen national security and enhance domestic semiconductor production.

18A process aims to put Intel on par with TSMC

Intel's 18A process is crucial for regaining competitiveness with TSMC and showcases significant advancements in chip manufacturing.

Intel delays its Ohio chip factory to 2030 | TechCrunch

Intel's Ohio chip fabrication plant will likely not open until 2031, delayed from its original timeline due to financial concerns.

TSMC refuses to make Samsung Exynos: no surprise

Samsung aims to collaborate with TSMC for Exynos chip production, but TSMC has reportedly refused due to concerns over process secrecy.

more#semiconductors

#nvidia

fromwww.nytimes.com

Nvidia's Profit Jumps 80 Percent as Company Rides Tech's AI Boom

Nvidia's strong quarterly performance reassures investors amidst AI competition.

Intel (INTC) May Be The Most Accident Prone Company In The Universe

Intel has postponed a major manufacturing project, raising concerns about its competitiveness in the chip market.

Speculation about a bailout or acquisition for Intel remains without meaningful developments.

Interest from NVIDIA and Broadcom in Intel's manufacturing is crucial for its future.

Toronto startup

fromTESLARATI

2 weeks ago

Nvidia starts production on first AI supercomputers built in U.S.

Nvidia has begun production of AI supercomputers at U.S. factories, marking a significant milestone in domestic chip manufacturing.

2 days ago

Huawei focuses on new AI chip as alternative to Nvidia

Huawei is testing its powerful AI processor to compete with Nvidia, aiming for independent AI development in China.

Growth hacking

Can Nvidia Stock Double Under a Trump Presidency?

Nvidia's shares have increased nearly 4%, driven by expectations of Republican policy changes and market optimism.

Artificial intelligence

Opinion: Broadcom (AVGO) Is the Best Chip Stock to Buy for AI's Next Growth Phase

Broadcom is evolving from mobile chips to leading in AI data center infrastructure, poised for the next phase of AI growth.

fromwww.nytimes.com

Nvidia's Profit Jumps 80 Percent as Company Rides Tech's AI Boom

Nvidia's strong quarterly performance reassures investors amidst AI competition.

Intel (INTC) May Be The Most Accident Prone Company In The Universe

Intel has postponed a major manufacturing project, raising concerns about its competitiveness in the chip market.

Speculation about a bailout or acquisition for Intel remains without meaningful developments.

Interest from NVIDIA and Broadcom in Intel's manufacturing is crucial for its future.

Toronto startup

fromTESLARATI

2 weeks ago

Nvidia starts production on first AI supercomputers built in U.S.

Nvidia has begun production of AI supercomputers at U.S. factories, marking a significant milestone in domestic chip manufacturing.

2 days ago

Huawei focuses on new AI chip as alternative to Nvidia

Huawei is testing its powerful AI processor to compete with Nvidia, aiming for independent AI development in China.

Growth hacking

Can Nvidia Stock Double Under a Trump Presidency?

Nvidia's shares have increased nearly 4%, driven by expectations of Republican policy changes and market optimism.

Artificial intelligence

Opinion: Broadcom (AVGO) Is the Best Chip Stock to Buy for AI's Next Growth Phase

Broadcom is evolving from mobile chips to leading in AI data center infrastructure, poised for the next phase of AI growth.

Taiwan's Chip Companies Are Caught in the U.S.-China Tariff War

USA and China both rely on Taiwan for semiconductors amidst escalating tariffs, creating complex trade war dynamics.

TSMC will stop making 7 nm chips for Chinese customers

TSMC is emphasizing its alignment with US interests to avoid being labeled unreliable as geopolitical tensions rise with Trump's presidency.

fromwww.nytimes.com

2 weeks ago

Taiwan's Chip Companies Are Caught in the U.S.-China Tariff War

USA and China both rely on Taiwan for semiconductors amidst escalating tariffs, creating complex trade war dynamics.

TSMC will stop making 7 nm chips for Chinese customers

TSMC is emphasizing its alignment with US interests to avoid being labeled unreliable as geopolitical tensions rise with Trump's presidency.

more#us-china-relations

Google Pixel 10 Release Date & Specs: Time To Get Excited?!

The Google Pixel 10 series aims for significant advancements, with a shift to Tensor G5 chips and expected releases in October 2025.

Intel stock up as new CEO Lip-Bu Tan eyes cuts to 'slow-moving and bloated middle management': Report

Intel's new CEO Lip-Bu Tan plans a major turnaround strategy focusing on AI and restructuring, aiming to stem significant losses.

Prediction: TSM Stock Will Hit $2 Trillion in 2025

Taiwan Semiconductor is poised for continued growth, driven by demand for AI technology and advancements in chip manufacturing.

Miscellaneous

Samsung's $17 billion Texas chip factory faces another setback. Here's why

Samsung delays ASML equipment deliveries for its Texas factory due to insufficient customer acquisitions, jeopardizing its expansion into contract chip manufacturing.

Mobile UX

fromKnowYourMobile

Google Pixel 10 Release Date & Specs: Time To Get Excited?!

The Google Pixel 10 series aims for significant advancements, with a shift to Tensor G5 chips and expected releases in October 2025.

Intel stock up as new CEO Lip-Bu Tan eyes cuts to 'slow-moving and bloated middle management': Report

Intel's new CEO Lip-Bu Tan plans a major turnaround strategy focusing on AI and restructuring, aiming to stem significant losses.

Prediction: TSM Stock Will Hit $2 Trillion in 2025

Taiwan Semiconductor is poised for continued growth, driven by demand for AI technology and advancements in chip manufacturing.

Miscellaneous

Samsung's $17 billion Texas chip factory faces another setback. Here's why

Samsung delays ASML equipment deliveries for its Texas factory due to insufficient customer acquisitions, jeopardizing its expansion into contract chip manufacturing.

more#ai-technology

fromwww.mercurynews.com

Micron's shares fall after memory chip pricing hits hargins

Micron Technology's shares fell as margins missed estimates, despite strong revenue forecasts, impacted by NAND pricing fluctuations.

fromEngadget

SoftBank is buying ex-Intel president Renee James' chip design company for $6.5 billion

SoftBank acquires Ampere Computing for $6.5 billion to enhance its AI infrastructure and strengthen Arm's R&D capabilities.

New Intel CEO Lip-Bu Tan will pick up where Pat Gelsinger left off

Lip-Bu Tan replaces interim co-CEOs at Intel and aims to lead as the new CEO after Gelsinger's ousting.

fromEngadget

Intel once again delays its long-awaited Ohio chip fabrication facilities

Intel is delaying the opening of its Ohio chip fabs to 2030 due to market alignment needs.

Intel excited about new ASML machines

Intel's early use of ASML's High NA EUV lithography machines significantly improves chip production efficiency and reliability.

Intel's anticipated $28 billion chip factories in Ohio are delayed until 2030

Intel's chip fabrication plant in Ohio faces delays, with production starting no earlier than 2030.

Intel is realigning operations to better manage capital and respond to market demands.

Nvidia ousts Intel from Dow Jones Index after 25-year run

Intel's removal from key stock indices symbolizes its ongoing struggles in the competitive tech landscape.

AMD, Intel, and a slew of tech companies are teaming up to fend off ARM chips

Intel and AMD unite to enhance x86 competitiveness against rising ARM chip architecture.

New Intel CEO Lip-Bu Tan will pick up where Pat Gelsinger left off

Lip-Bu Tan replaces interim co-CEOs at Intel and aims to lead as the new CEO after Gelsinger's ousting.

fromEngadget

Intel once again delays its long-awaited Ohio chip fabrication facilities

Intel is delaying the opening of its Ohio chip fabs to 2030 due to market alignment needs.

Intel excited about new ASML machines

Intel's early use of ASML's High NA EUV lithography machines significantly improves chip production efficiency and reliability.

Intel's anticipated $28 billion chip factories in Ohio are delayed until 2030

Intel's chip fabrication plant in Ohio faces delays, with production starting no earlier than 2030.

Intel is realigning operations to better manage capital and respond to market demands.

Nvidia ousts Intel from Dow Jones Index after 25-year run

Intel's removal from key stock indices symbolizes its ongoing struggles in the competitive tech landscape.

AMD, Intel, and a slew of tech companies are teaming up to fend off ARM chips

Intel and AMD unite to enhance x86 competitiveness against rising ARM chip architecture.

ASML expands in China, but Huawei emerges as EUV challenger

ASML's new facility in Beijing aims to enhance chip equipment reuse for Chinese customers, despite growing competition and shifting technology dynamics.

Tech industry

ASML sets sales record in 'transition year': what will 2025 deliver?

ASML achieved record revenue with strong future prospects despite industry challenges.

Gadgets

Samsung puts ASML on hold

Samsung's halt in ASML machine deliveries signifies challenges in the semiconductor market.

European startups

ASML expands in China, but Huawei emerges as EUV challenger

ASML's new facility in Beijing aims to enhance chip equipment reuse for Chinese customers, despite growing competition and shifting technology dynamics.

Tech industry

ASML sets sales record in 'transition year': what will 2025 deliver?

ASML achieved record revenue with strong future prospects despite industry challenges.

Gadgets

Samsung puts ASML on hold

Samsung's halt in ASML machine deliveries signifies challenges in the semiconductor market.

more#asml

#semiconductor-industry

ARM to sign $250M chip deal with Malaysia | TechCrunch

Malaysia is enhancing its chip manufacturing capabilities through a partnership with ARM Holdings amidst global tech diversification.

Tech industry

Arm is launching its own chip this year with Meta as a customer | TechCrunch

Arm is pivoting to manufacturing its own chips, starting with a CPU for Meta's data centers.

fromwww.theregister.com

Miscellaneous

House Speaker walks back plan to repeal CHIPS Act

The future of the US CHIPS and Science Act could hinge on the GOP's success in the upcoming elections.

ARM to sign $250M chip deal with Malaysia | TechCrunch

Malaysia is enhancing its chip manufacturing capabilities through a partnership with ARM Holdings amidst global tech diversification.

Arm is launching its own chip this year with Meta as a customer | TechCrunch

Arm is pivoting to manufacturing its own chips, starting with a CPU for Meta's data centers.

fromwww.theregister.com

more#semiconductor-industry

Miscellaneous

House Speaker walks back plan to repeal CHIPS Act

The future of the US CHIPS and Science Act could hinge on the GOP's success in the upcoming elections.

Artificial intelligence

This AI Stock Surged 11%, and Could Surge Another 16% in 2025, According to Analysts

AMD is benefiting from the AI boom, with significant growth in data center revenue and a strong market position for future expansion.

#tsmc

Artificial intelligence

Nvidia supplier leads chip rally despite geopolitical fears

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.

Business

TSMC posts forecast-beating profit amid soaring demand for AI chips

TSMC's record $10.1bn Q3 profit underscores rising global demand for AI chips.

Miscellaneous

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

OpenAI is developing in-house chips to better manage AI computational demands and costs.

fromTheregister

Business

TSMC says 1.6nm chips will be in volume production in 2026

TSMC is increasing capital expenditure in 2025 to secure contracts in AI processor manufacturing.

Artificial intelligence

Nvidia supplier leads chip rally despite geopolitical fears

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.

Business

TSMC posts forecast-beating profit amid soaring demand for AI chips

TSMC's record $10.1bn Q3 profit underscores rising global demand for AI chips.

Miscellaneous

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

OpenAI is developing in-house chips to better manage AI computational demands and costs.

fromTheregister

Business

TSMC says 1.6nm chips will be in volume production in 2026

TSMC is increasing capital expenditure in 2025 to secure contracts in AI processor manufacturing.

more#tsmc

fromZDNET