Latest about Semiconductors
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
TSMC's board approves $45 billion spending package on new fabs
TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.
Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S.
Taiwan authorities have no problems with TSMC investing in the U.S. As long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts
After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.
TSMC is on track to have more employees than Intel for the first time in history
Premium After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.
Jim Keller's Tenstorrent is downgrading Blackhole p150 cards from 140 to 120 tensor cores via firmware update
Tenstorrent downgrades existing and new Blackhole p150 cards from 140 to 120 tensor cores
Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply
Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer
China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies
Premium Glass wafer materials are emerging as a potential and viable alternative to their more conventional, aged organic counterparts.
