Semiconductor industry: chip design, fabs, TSMC, Intel, NVIDIA, and global supply chain.
Anduril and Qualcomm announced a rugged laptop for government buyers, with boards assembled in Ohio and orders planned for 2027. There is no price…
Applied Materials is lifting its Besi stake to about 20%, up from roughly 9%, but delivery of the shares waits on US antitrust clearance…
Samsung's internal tests, as relayed by Korean outlets, now have the Exynos 2700 about 20 percent ahead on multi-core CPU. The GPU claims come…
The FCC says it blocked a dashboard camera and a wireless video transmitter because each carries a chip from Huawei's HiSilicon, its first action…
Xian makes about 40% of Samsung's NAND, and Reuters says it is being converted to 286-layer chips. Nobody has shown the US licenses for…
Samsung called its own 2nm good enough to challenge Qualcomm in August. For the bottom layer of Nvidia's custom memory, a Seoul newspaper says…
Nobody is pitching Razor Lake-AX for a laptop. An Intel executive in Seoul gave a TOPS figure with no precision and no power number…
C.C. Wei says AI demand is far above what TSMC can supply, revenue lands above the top of guidance, and gross margin slips to…
A circuit breaker halted trading as the index fell 7.57%. Reuters and others tie it to a rate-hike bet and AI-spending doubts, and nobody…
A Delaware jury found Arm breached Qualcomm's license and interfered with its Meta deal, then paid Qualcomm one dollar per claim. The judge's pending…
ASML's CEO says 30% more capacity in each of the next two years still won't cover what chipmakers want, and some customers are already…
One executive's remarks about a denser memory cell, with no process data, no yield and no sample, were enough to take 7.4% off Korea's…
Bank of America cut Besi to neutral on October 6 over a tool that so far exists only as a hint from ASML.
A Taiwanese supply-chain report has Qualcomm lifting multi-chip platform quotes about 10% from October 1, Snapdragon X and X2 Elite included. The report blames…
Gigabyte says new Intel chips for the five-year-old LGA 1700 socket arrive in early 2027. Intel hasn't confirmed it, and no processor has a…
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