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- MATCH Act targets key chipmaking tools that foreign companies like ASML supply China
- China has been vocal in opposition, prepared countermeasures including new decree
- White House has not publicly taken a position on proposed legislation
May 13 (Reuters) - China is pushing back against...
- Trump and Xi set to hold series of talks May 14-15
- Nvidia's Huang added to trip last minute, source says
- Business delegation largely trying to resolve China issues
- Bessent negotiates with Chinese officials in South Korea
BEIJING/SEOUL, May 13 (Reuters) - President Donald Trump and an...
Key Points
- Elon Musk officially announced plans for his Terafab project in March to make chips for Tesla, SpaceX and xAI.
- New filings show the first phase will cost $55 billion and could scale to $119 billion for the buildout.
- Ben Bajarin, a chip analyst at Creative Strategies, said Musk...
A heavy emphasis on the "change jobs" for sure. The jobs AI does not eliminate will be changed, absolutely. AI is definitely the next industrial revolution. At some point in time we will not be able to know if AI is writing articles but today it is still quite obvious.
AI for medical is great...
Wall Street was bristling earlier this month as the chipmaker Nvidia behind the AI boom hit a record market value of $3.92 trillion, narrowly eclipsing Apple's record of $3.915 trillion set last December.
Just days later, Nvidia became the most valuable company in history, breaking the $4...
Please note that this article cites information from Central News Agency, Common Wealth Magazine, Anue, Commercial Times, and Wccftech.
As #TSMC accelerates its Arizona buildout, the foundry giant continues to navigate four critical on-the-ground constraints. Central News Agency, citing Yeh...
SK Hynix is drawing attention for seeking cooperation with Intel in the field of cutting-edge packaging. It is understood that the company is currently conducting tests to integrate High Bandwidth Memory (HBM) and system semiconductors by adopting 2.5D packaging technology from Intel.
As TSMC...
HSINCHU, Taiwan, R.O.C., May 12, 2026 – The TSMC (TWSE: 2330, NYSE: TSM) Board of Directors today held a meeting, which passed the following resolutions:
Approved the 2026 first quarter Business Report and Financial Statements. First quarter consolidated revenue was NT$1,134.10 billion and net...
So much has happened since Lip-Bu became Intel CEO. The white House visit, Elon Musk and Terafab, Intel stumble on CPUs. I'm sure Lip-Bu had a plan when he took the job but he did not know the depth of problems at Intel nor did he know about the AI surge and now the Terfab effect.
I cannot...
Agreed. The funny part of the story is that TSMC did not know Apple switched back to Samsung until after the deal was done. That is how Apple worked back then. They (Apple) asked questions, they (Apple) did not answer questions. This was a shame on Morris Chang for not knowing your biggest...
Image by: United States Department of Commerce
Intel’s stock has tripled under Lip-Bu Tan, who has won over Trump, partnered with Musk, and attracted Apple’s interest. The question is whether the relationships will produce the manufacturing execution that Intel has failed to deliver for a...
- Cerebras to raise IPO price range, share count amid strong demand, sources say
- Orders exceed 20 times available shares as AI chip demand surges, they say
- IPO would be largest in the world so far in 2026, according to Dealogic
May 10 (Reuters) - Cerebras Systems is set to raise the size...
(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.
But after forging ties to the world’s biggest...
The SoC in question was designed to Samsung 14nm. TSMC then ported the design to TSMC 16nm to get the business back. Re writing history is a tricky business, one very few people can get away with.
And by the way, Samsung did have a 20nm process so Morris is wrong on that one as well.
The iPhone maker and U.S. silicon giant will work together on chips for Apple devices. The Trump administration pushed for the deal.
Reports from The Wall Street Journal say Apple and Intel have reached a preliminary agreement for Intel to manufacture some chips used in Apple devices. The...
Amazing growth! TSMC reported strong momentum in its April 2026 revenue update, reinforcing the company’s dominant position in the global semiconductor industry amid accelerating artificial intelligence (AI) infrastructure demand. The monthly revenue report, released as part of TSMC’s regular...
HSINCHU, Taiwan, R.O.C. – May 8, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2026: On a consolidated basis, revenue for April 2026 was approximately NT$410.73 billion, a decrease of 1.1 percent from March 2026 and an increase of 17.5 percent from April 2025...
A new supply chain report has revealed what appears to be Intel’s processor roadmap through 2028, outlining several upcoming CPU architectures including Nova Lake, Razor Lake, Titan Lake, and Moon Lake. According to the report, Intel plans to return to a yearly release cadence for new CPU...
Today Tesla is using TSMC N3. Tesla signed a $16.5B deal for Samsung 2nm that runs through 2033. And now SpaceX is signing a deal with Intel for 14A.
Elon Musk should know by now that foundries build fabs based on customer commitments, not customer dreams.
Elon Musk should also know about...
