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Apple’s iPhone has once again proved its enduring appeal in the world’s largest smartphone market.
China’s overall smartphone shipments declined 4% year-over-year in the first quarter (January to March), hammered by supply chain disruptions and sharply higher memory chip prices that forced...
CC Wei: Thank you, Wendell. Good afternoon, everyone. First, let me start with our near-term demand outlook. We concluded our first quarter with revenue of USD35.9 billion, slightly above our guidance in US Dollar terms, driven by strong demand for our leading-edge process technologies. Moving...
Sometimes I wonder if there is a master plan here that is going on behind the scenes. Then I realize that Elon Musk and other tech titans are just human. The difference being that Elon thinks big and he thinks out loud. While most of us geniuses think before we speak Elon and Sam Altman speak...
- ASML lifts 2026 revenue outlook to 36 billion-40 billion euros
- Chipmaking tool maker cites AI-driven demand
- CEO Christophe Fouquet says chip demand outpaces supply
- ASML to ship 60 low NA EUV tools in 2026, 25% more than 2025, CFO says
- New China export restrictions a potential negative...
-YMTC plans two more plants in addition to one nearly completed, sources say
- The three new plants will more than double production capacity, sources say
- YMTC has made rapid strides in know-how despite US sanctions
April 14 (Reuters) - Chinese chipmaker Yangtze Memory Technologies (YMTC)...
Yes, IP companies have PDK .5 and above. It came with a big check for porting services. Select TSMC N2 IP is being moved over. No problems have been reported but we will know more after the TSMC conference next week. I would guess PDK 1.0 will be released by the end of the year if no problems...
Glad to see Charlie is still around to pat himself on the back. :ROFLMAO: SemiAccurate is one of the sites I based SemiWiki on. I used the same forum software he did but added blogs. Charlie has since followed me into the blogosphere. I met him at a conference in Las Vegas, nice guy, not great...
Yes, for companies that want to create their own silicon. Call it IDM 3.0 for companies that are in a very competitive market. We saw this in mobile, right? How do you compete with companies who use the same SoC and the same software stack?
Apple changed the game by creating their own SOC and...
There are several conferences this month, including the TSMC Symposium, so I expect to learn more about Terafab in the coming weeks. It is very difficult to keep anything Intel secret these days so stay tuned for more leaks. But given the information available today (which is not much at all) we...
NEW ALBANY, Ohio (WCMH) — In a reversal of past years, Intel is reinvesting in foundry projects like Ohio in 2026.
For much of 2025, Intel was uncertain how much it could invest in semiconductor manufacturing projects like the one planned in Licking County. Now, Intel said it is experiencing an...
Intel (INTC) invested nearly five years making a promise that the market was skeptical about. The company dedicated over $100 billion to revamping its manufacturing capabilities, betting that it could once again manufacture the most sophisticated chips in the U.S.
For an extended period, the...
TAIPEI, April 13 (Reuters) - TSMC (TSM) , the world's largest manufacturer of advanced artificial intelligence chips, will likely notch up a fourth consecutive quarter of record earnings with a 50% surge in net profit for January-March thanks to booming demand for AI infrastructure.
Analysts...
Jensen Huang, Lisa Su, and others are very good at playing by the rules that are given them. And yes they bend rules a bit so maybe we should call them guidelines like in the Pirate of the Caribean.
Elon operates on a different level. He creates his own rules. If you take a close look at his...
Rapidus is working the IP ecosystem pretty hard, writing some very big checks. No word on big customers though. This really has the feeling of GlobalFoundries when they first got started. The NOT TSMC market is much more visible this time around so they definitely have a chance. GF was also...
TOKYO, April 11 (Reuters) - Japan's industry ministry said on Saturday it has approved an additional 631.5 billion yen ($3.96 billion) to accelerate research and development at chipmaker Rapidus.
The support is part of the government's efforts to boost domestic production of advanced...
