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.
TSMC is exploring a role running Elon Musk's Terafab fabs in Texas, and Musk confirmed it on X in one line. Intel's 14A, the…
The Huawei Qualcomm patent deal covers 5G, AI, compute and networking, but neither company disclosed a price. What the LogicFolding license and FTC review…
GPT-Synopsys teaches an OpenAI model to operate Synopsys' chip design software, but Synopsys keeps the sign-off checks and a revenue share tied to how…
Samsung LPDDR6 passed validation on the Snapdragon 8 Elite Extreme Gen 6 at 10.7Gbps, the same pin speed as the fastest LPDDR5X. The bandwidth…
The Apple Qualcomm patent license renewal starts April 1, 2027, with no term and no price disclosed. Apple can design away the modem. It…
TSMC's 1.4nm A14 node just entered pilot production ahead of internal schedule. Days later, Intel Foundry's CTO told investors 14A should land "within 5%"…
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…
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