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.
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…
The Kirin 9050 Pro is the first chip built on Huawei's LogicFolding: two active silicon layers bonded face to face by 50 million vertical…
Bull has secured a €387.8 million contract to build LUMI-AI, a EuroHPC supercomputer set for 2027. Notably, it uses AMD chips to diversify from…
Nvidia is putting $3.5 billion into MediaTek convertible bonds, and the real story isn't the investment, it's MediaTek building its next hyperscaler chips on…
OpenAI's Jalapeño chip has shown promising benchmark results, outperforming Nvidia's Blackwell system in power efficiency and response speed. Despite concerns over the independence of…
Adreno Neural Fusion adds AI matrix units to Qualcomm's GPU a year after Apple and level with Arm, but the 18MB of HPM is…
Starting September 1, the Switch 2 price increase takes the console from $449.99 to $499.99, and Nintendo is the last of the big three…
SK Hynix has initiated construction on a $4 billion factory in Indiana, intended for advanced memory chip packaging and AI semiconductor research. However, actual…
Z.ai confirmed it built Ox Alpha, now rebranded GLM-5.3-Flash, and claims the model runs entirely on 100,000 domestically made chips. The company won't say…
The MATCH Act would strip ASML of its remaining DUV sales to China and bar it from servicing machines already installed there. It's riding…
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