Semiconductor industry: chip design, fabs, TSMC, Intel, NVIDIA, and global supply chain.
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…
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%"…
Eddie Wu announced Alibaba's Zhenwu V900 AI chip, claiming it triples performance over the previous model, alongside a Qwen model with 5 to 10…
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…
Axelera Europa is now shipping in validated Dell and Supermicro systems and heading into the EU AI Factories in Italy and Luxembourg. The 629…
The ASUS Ascent QN10 is the first Snapdragon X2 Elite mini PC you can actually buy, at $1,349. Eighteen Oryon cores and an 80…
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…
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…
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…
Mistral secured three billion euros in its latest funding round, surpassing a twenty-one billion valuation, the highest for any European tech company. Led by…
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