In-depth coverage of the latest Foundries & Manufacturing developments, trends, and analysis — curated daily.
The AI chip frenzy is reshaping the tech landscape, forcing even giants like Apple to rethink their manufacturing strategies. Cupertino's move towards Intel signals a complex play for use.
Everlight Electronics is injecting $56.5 million into its Thai subsidiary to construct a new automotive LED plant. This strategic move signals a push to deepen its position in the critical auto supply chain, even as raw material expenses bite into profits.
The race for AI performance is bottlenecked by data movement and energy consumption. Applied Materials thinks it has the answer, and it's costing $5 billion.
Everyone thought Samsung had the foundry game locked down for big tech. Intel's surprising foray with Apple changes everything.
Samsung's foundry business is showing a pulse after a long slump. The secret ingredient? A potent cocktail of AI chip orders and the emerging HBM4 standard, revitalizing its advanced 4nm lines.
The delicate dance between Samsung and its labor union has stumbled, threatening to bring global chip production to a grinding halt. What was supposed to be a routine pay negotiation has devolved into a potential 18-day strike, casting a long shadow over memory chip availability.
Supply chain chaos is forcing a seismic shift in semiconductor manufacturing. One UK firm is betting big on bringing it all home.
Whispers of an Apple-Intel chip manufacturing pact are igniting Wall Street's imagination, with semiconductor equipment suppliers like ASML potentially standing to gain billions. Bank of America's latest analysis paints a vivid picture of the ripple effects.
Nan Pao hit a record for April revenue, but is it enough to matter in the chip world? The company is betting big on specialty materials.
Samsung's push to trim component costs for the upcoming Galaxy S27 has led them to consider Chinese display maker BOE, a move that could compromise panel quality.
Forget the doom-and-gloom. AI isn't just coming; it's already here, gobbling up wafer capacity and rewriting the semiconductor playbook.
Whispers from the halls of power suggest President Trump played a role in brokering a significant chip fabrication deal between Apple and Intel. This move, if finalized, could see Apple bypassing TSMC at a considerable discount.