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Great news for intel. I'm still waiting for the SpaceX investment in Intel. Maybe after the trillion dollar IPO?
Intel 14A is HNA-EUV so this will be interesting. Since this is an IDM 3.0 type of deal maybe margins will not be a problem?
May 6 - SpaceX has proposed an initial $55 billion investment to build a semiconductor manufacturing facility in Texas, according to a filing made public on Wednesday.
Tesla (TSLA.O), opens new tab chief Elon Musk has said the electric vehicle maker plans to use Intel's (INTC.O), opens new tab...
Revenue. Very deceiving. Malcolm Penn from Future Horizons tracks this and has warned us many times about units versus ASPs.
https://www.futurehorizons.com/
Worldwide chip sales in March increase 79.2% year-to-year, 11.5% month-to-month
WASHINGTON—May 4, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $298.5 billion during the first quarter of 2026, an increase of 25% compared to Q4 of 2025. Global...
Ditto.
It is important to separate internal products and external foundry business. Customer test chips (mostly IP) are being run on 18AP but I have not heard anything on yield which generally means there are no problems. I will check.
For Intel internal 18A products:
Intel Panther Lake is...
Taiwan plays a pivotal role in the global semiconductor supply chain and its semiconductor industry is critical to economic development.
Taiwan has therefore established a comprehensive legal framework covering intellectual property protection, controls on technology exports and outbound...
At Intel, ambitions were high—perhaps a little too high all at once. The 18A process was supposed to mark the major comeback, both technologically and strategically. Instead, indications are now increasing that this very flagship is causing internal delays.
Reports of yield problems and...
Yet TSMC did produce all of Apple's first iPhone chips on 20nm (iPhone6). I was in Fab 12 when Morris announced that Apple would have to also use Samsung because of yield problems with 16nm and said it would not happen again and it has not.
So where is the disconnect here?
Apple has been in talks with Intel since the first iProducts were being designed 15+ years ago. Those talks and talks with other foundries are a natural part of chip design so this type of article will always be somewhat accurate.
Given the volumes of iPhone chips and the cost and power...
- Apple explores US chip partnerships with Intel Samsung
- Strategy aims to diversify semiconductor supply chains
- Talks support domestic manufacturing and resilience goals
Apple is reportedly in discussions with leading semiconductor companies Intel and Samsung to strengthen chip...
Quite a different stance than Pat Gelsinger? :ROFLMAO:
Elon Musk is also singing TSMC's praises as a key partner, after meeting with Lip-Bu Tan of course.
TSMC N2 will be even more dominant than TSMC N3 which is hard to believe. Yield and design wins are both exceeding N3 at the same point...
The move widens TSMC’s lead over Samsung, as Intel also presses into the foundry market
TSMC increases 2nm and 3nm production by 20%, widening Gap with Samsung in advanced chips.
Taiwan’s TSMC, the world’s top foundry company, will expand its advanced process production capacity by 20% this...
(Bloomberg) -- The value of the US government stake in Intel Corp. has increased fourfold to hit a value of about $36 billion after the chipmaker’s financial outlook showed a resurgence in sales.
That’s the equivalent of an almost $27 billion return on paper since Intel and the government...
- Samsung Q1 operating profit rose over 750% year-on-year to a record 57.2 trillion won
- Chip division alone contributed 53.7 trillion won — over 90% of total profit
- Samsung has begun mass-producing HBM4 chips for Nvidia’s Vera Rubin platform
- Supply shortage expected to worsen into 2027 as...
NEW YORK, April 28 (Reuters) - The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool shipments to China's second-largest chipmaker, Hua Hong, its latest action to slow the country's development of advanced chips, according to two people familiar...
FILE PHOTO: The TSMC logo is displayed on a building in Hsinchu
TAIPEI, April 29 (Reuters) - Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab, the world’s largest contract chipmaker, has sold its remaining stake in Arm Holdings , according to a company filing on Wednesday.
Its...
Business traction on 22nm continues to gain momentum, accounting for 14% of Q1 revenue
Expect Q2 wafer shipments to grow by high single digit
First Quarter 2026 Overview1:
Revenue: NT$61.04 billion (US$1.93 billion)
Gross margin: 29.2%; Operating margin: 18.5%
Revenue from 22/28nm: 34%...
Industry hopes that Intel 18A can alleviate CPU shortages
The world isn’t just facing a memory shortage; it’s also facing a CPU shortage. Intel is currently capacity-limited, meaning it cannot make enough CPUs to meet demand. AI datacenter demand is driving sales of large Xeon processors, making...
ASML controls the service contracts, software upgrades and air supply for every fab running its bleeding-edge EUV machines
Some seemingly regular events are so massive in their implications across various domains that they deserve their own write-up. TSMC’s highly unusual public complaint of...
