The industry everything else quietly runs on. I cover it from the fab up, process nodes and lithography and the foundry wars, plus the export controls now deciding who even gets to build what. This is the manufacturing and geopolitics side of silicon, kept deliberately apart from the chip-and-platform coverage.
Huawei's Ascend 960DT now lands in Q1 2027 and the 960PR in Q3, feeding a 4,096-NPU Atlas 960E SuperPoD built on near-packaged optics. The…
China's Institute of Microelectronics reports a significant 500,000 on-off current ratio for a new gate-all-around transistor using deep ultraviolet lithography. However, this measure alone…
Apple, after fifteen years away from the enterprise server market, is reportedly planning a return by 2029, focusing on AI infrastructure with its M8…
Euclyd raised more than €200 million with ex-ASML CEO Peter Wennink as chairman, and FuriosaAI's RNGD servers are running PoCs in Lisbon. Europe's sovereign…
Fujitsu will take global orders for its 144-core, 2nm Monaka CPU from November and sell Japan-built Monaka servers in Europe. A CPU won't beat…
Axelera Europa is now shipping in validated Dell and Supermicro systems and heading into the EU AI Factories in Italy and Luxembourg. The 629…
Qualcomm has unveiled its next flagship mobile chip architecture, highlighting three main components: the Oryon CPU reaching 5GHz, Adreno GPU incorporating AI-dedicated units, and…
TSMC plans to increase its 2nm capacity from 90,000 to 110,000 wafers monthly by mid-2027 and aims for significant growth in its 3nm and…
Samsung's 2nm process has improved yield rates, surpassing 70 percent, yet Qualcomm remains hesitant to partner due to a 15 percent price hike by…
MediaTek launched its Dimensity 9600 Pro, the first mobile chip using TSMC's 2nm process, aiming to capture market share from Qualcomm. As both companies…
Kepler Computing, after seven years in stealth, claims to solve memory scarcity without extreme ultraviolet lithography. Backed by significant funding, the company utilizes a…
ASML Japan is planning to grow from about 500 employees to around 700 by 2030, according to ASML Japan president Fujiwara Shojiro, who announced…
Three weeks after TSMC SVP Kevin Zhang opted against the High-NA EUV tool for the A14 node, TSMC announced a joint initiative with ASML…
UBS estimates that China's lithography technology is significantly behind, comparable to ASML in 2004, with no viable EUV alternative expected within a decade. However,…
Nvidia is shifting its focus beyond GPUs, highlighted by the introduction of the Vera CPU, enhancing storage and memory operations. The company’s strong position…
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