Nvidia hooks TSMC, ASML, Synopsys on GPU accelerated lithography GTC What's next – AI designing AI chips? Oh wait... that's exactly what's next Systems21 Mar 2023 | 4
As chip sales slump, inflation makes the price of Samsung's Texas fab blow out South Korean titan budgeted $17 billion. Could now need over $25 billion to bring the facility online Systems16 Mar 2023 | 2
Globalization is over, and it'll cost you, according to TSMC founder Free trade not quite as dead, 'but it's in danger' says Morris Chang Systems16 Mar 2023 | 29
The US would sooner see TSMC fabs burn than let China have them Successful invasion would make China 'the OPEC of silicon chips' Systems14 Mar 2023 | 97
As Big Tech lays off staff, TSMC swoops in to hire 6,000 Updated Good news: Jobs for all! Bad news: Employer may be invaded by China Systems06 Mar 2023 | 16
Chipmakers, you can have these billions – but Uncle Sam wants a cut of your profits Where's my money? You got money for wafers, where's my money? Systems28 Feb 2023 | 10
99 year old man says cryptocurrency is for idiots Charlie Munger also thinks semiconductors are a terrible business, Taiwan's safe from China, Elon Musk is 'peculiar' Software16 Feb 2023 | 142
Warren Buffet cashes out of TSMC, which splashes cash on fabs Legendary investor appears to have made many millions in under 90 days On-Prem15 Feb 2023 | 17
TSMC injects a bonus $3.5B into Arizona chip fabs Roses are rad, violets are lame, Taiwan's playing a very long game Systems14 Feb 2023 |
Taiwan's chip exports rose as China's imports fell in 2022 US export controls having an effect, but semi industry in for a rough ride everywhere Systems16 Jan 2023 | 2
TSMC bucks chip biz trend with Q4 sales lift, but will cut spending in 2023 Advanced chipmaking lifts world's biggest chipmaker, but softer demand, US trade issues lie ahead Systems12 Jan 2023 |
US think tank says China would probably lose if it tries to invade Taiwan But even a short conflict would wreck the economy, which would be bad news for semiconductor supplies Government Tech Week12 Jan 2023 | 60
Taiwan rolls out tax credits for chipmakers to keep R&D local Measures have been described as an answer to the US CHIPS Act Systems09 Jan 2023 | 1
TSMC said to be considering first European semiconductor plant Taiwanese company won't rule it out amid reports execs are visiting Dresden, Germany Systems23 Dec 2022 | 14
TSMC’s CEO is not pleased with the growing US-China rift Leader of the the world's largest contract chip manufacturer would like it if the two world powers could work out their differences Systems21 Dec 2022 | 18
TSMC founder says 'globalization is almost dead' as Asian foundry giant expands in US Comment A sober reflection on the industry as supply chains bifurcate in the East and West Systems08 Dec 2022 | 85
TSMC triples spending on Arizona advanced chip site with extra 3nm fab Analysis Biden thinks it's a big deal, but TSMC's Taiwan output will still dwarf US fabs Systems06 Dec 2022 | 9
Apple pushes TSMC to make more advanced chips in US by 2024 Biden to join Tim Cook as well as AMD and Nvidia chiefs for an announcement from the semiconductor giant next week Systems01 Dec 2022 | 6
Head of Intel Foundry Services resigns just as chip biz gets going Exclusive Randhir Thakur led Intel’s big bet to take on Asian foundry giants TSMC and Samsung Systems21 Nov 2022 | 3
TSMC confirms 3nm fab in Arizona to make neighbor Intel sweat a little more Analysis Next-gen chip plant could appeal to customers for supply chain, national security reasons Systems21 Nov 2022 | 5
Warren Buffett buys billions of dollars worth of TSMC stock There's gold in them there chip mountains? World's sixth richest man seems to think so Systems15 Nov 2022 | 6
TSMC: You know what would be fab? Some local neon supplies Chipmaker tired of Putin choking the supply chain of the gas Systems10 Nov 2022 | 8
TSMC reportedly looks to raise a second Arizona chip fab America's Chip Act looking a bit less like 'expensive exercise in futility' Systems09 Nov 2022 | 14
Chipmakers cripple products to dodge US China ban Nvidia’s A800 is the new A100, but slower, Biren’s A100 now 64GBps slower Systems08 Nov 2022 | 34
This startup reckons its chiplet interconnect tech can best Intel, TSMC If Eliyan’s designs work, this could lower reliance on Asia for chip manufacturing Systems08 Nov 2022 | 6
TSMC wants to unleash a flood of chiplet designs with 3DFabric Alliance Good for AMD and Apple? Now let's make it easier for everyone, Taiwanese chipmaker says Systems28 Oct 2022 |
Samsung bucks industry trend, maintains memory investments This is despite weakening demand and operating profit down by 49% in semiconductor division Systems27 Oct 2022 |
China chip imports down 12.4% as tech trade war with US intensifies That's 6.7 billion fewer chips than was delivered in September 2021 Systems24 Oct 2022 | 16
Samsung, TSMC in US patent infringement investigation Complaint filed by Daedalus Prime – wasn't he a Transformer? Systems17 Oct 2022 | 7
TSMC downgraded as analysts warn of worst slump in a decade Some estimates say the sector will have contracted by as much as 23% by the end Systems17 Oct 2022 | 11
Xi Jinping hails 'improved cyber ecology', says state to direct strategic tech research Asia In Brief Samsung and TSMC hit with chip tech patent suit; Ant Group's DB hits AWS; PayPal drops Hong Kong rights group; and more Security16 Oct 2022 | 5
TSMC cuts back on investment budget despite revenue surge Not even the world's largest semiconductor manufacturer is immune to chip downturn Systems13 Oct 2022 |
More chipmakers report falling revenue as market braces for tough year Made in Taiwan: Only TSMC seems to be dodging the downturn Systems07 Oct 2022 | 7
Samsung dreams of 2nm chips in 2025, 1.4nm by 2027 Mass production, too – and if it happens, timing will be crucial as semiconductor market recovers Systems04 Oct 2022 | 12
TSMC poised to begin 3nm production despite weaker chip demand Meanwhile ongoing supply chain difficulties reportedly hampering fab-building efforts Systems31 Aug 2022 | 3
The CHIPS Act won't end US reliance on foreign foundries Analysis For all the billions poured in, is a 'Made in America' sticker worth it? Systems18 Aug 2022 | 34
The trade ban that wasn't: US allows 94% of restricted tech exports to China anyway 谢谢 美国! On-Prem17 Aug 2022 | 26
How TSMC killed 450mm wafers for fear of Intel, Samsung You can be a big fish in a big ocean or a small fish in a tiny pond with two leviathans.. how times changed Systems08 Aug 2022 | 33
Taiwanese iPhone supplier Pegatron quashes China blockade report Company declares operations are normal and rebuts allegation Beijing crimped component deliveries Personal Tech08 Aug 2022 | 4
Taiwanese military reports DDoS in wake of Pelosi visit Controversial visit to Taiwan continues to reverberate through cyberspace, the real world, and the semiconductor industry Security04 Aug 2022 | 36
'Nobody can control TSMC by force': Exec dismisses fears China could seize fabs Chairman reminds world that production depends on comms with US, Europe and Japan Systems03 Aug 2022 | 28
China's 7nm chip surprise reveals more than Beijing might like Opinion Should we be worried? Well, size isn't everything Systems01 Aug 2022 | 142
Congress continues playing hot potato with $52b CHIPS Act subsidies Senate throws funding act back over to House to pass Systems27 Jul 2022 | 7
US warns losing access to Taiwanese chips could break the economy Stark warning of a 'deep and immediate recession' if China takes over Systems21 Jul 2022 | 12
Samsung teases 11 Texas fabs as $50 billion CHIPS Act vote nears +Comment A semiconductor empire built under the water-starved Texas sun? What could go wrong? On-Prem21 Jul 2022 | 16
Foxconn faces fine for unsanctioned Chinese chip investments Taiwan gov is threatening a — checks notes — 0.1 percent fine. Yeah, that'll teach em Systems15 Jul 2022 | 5
SK hynix reviews investments as chip market slows When the chips are down: Memory device maker the latest to evaluate direction Systems15 Jul 2022 |
TSMC reports record profits as customers hoard chips Chipmaker braces for a course correction but remains 'highly confident' in long-term outlook Software15 Jul 2022 |
To fight TSMC and Samsung, Intel hires execs from foundry rivals x86 giant wants to manufacture more of the world’s chips, regardless of whether it designs them Systems11 Jul 2022 | 4
TSMC may surpass Intel in quarterly revenue for first time Fab frenemies: x86 giant set to give Taiwanese chipmaker more money as it revitalizes foundry business Systems27 Jun 2022 | 1
Rise in Taiwanese energy prices may hit global chip production National provider considering cost increase of 15%, which could be passed on to tech customers Systems27 Jun 2022 | 5
Top chip foundries grow amid electronics spending slowdown. Except Samsung Chaebol hit by lower demand for smartphones and TVs plus 4nm yield issues Personal Tech21 Jun 2022 |
First details on TSMC's 2nm node: Chipmaker reveals nanosheet transistors Plus: enhancements to 3nm tech due to go into production later this year Systems17 Jun 2022 | 5
Chipmakers to spend record $109b on fab machines this year Factories hope to buy their way out of shortages – with Taiwan leading the pack Systems13 Jun 2022 | 8
TSMC and China: Mutually assured destruction now measured in nanometers, not megatons Opinion The weapon too deadly to use is just a handful of dirt. Let's change that Systems13 Jun 2022 | 74
Samsung said to be sniffing around European chipmakers Fresh out of jail on corruption charges, the company's leader goes shopping Systems10 Jun 2022 | 3
Intel to get $7.3b for Germany fab site as TSMC dismisses Europe plans x86 giant giddy about making chips on the continent, its foundry rival not so much On-Prem08 Jun 2022 | 11
China 'must seize TSMC' if the US were to impose sanctions So says Chinese economist, but it wouldn't achieve much if Taiwan destroyed its fabs first Systems07 Jun 2022 | 73
Toyota cuts vehicle production over global chip shortage Just as Samsung pledges to invest $360b to shore up next-gen industries Systems24 May 2022 | 17
TSMC, Samsung plan price hikes for chip designers – reports Nvidia, AMD, Apple et al may be forced to pass cost on to customers Systems13 May 2022 | 5
India reveals plan to become major RISC-V design and production player by 2023 Joins open chip standard's international board to show it's really serious this time On-Prem29 Apr 2022 | 10