In-depth coverage of the latest Foundries & Manufacturing developments, trends, and analysis — curated daily.
Elon Musk just took a field trip to Intel's Oregon fabrication plant, a move that screams 'AI chip supply chain scramble.' Is this about securing future production or just another Musk spectacle?
After a very public breakup, Apple's reportedly cozying back up with Intel for chip manufacturing. The question isn't *if* this is happening, but what it actually means for the devices we use.
Samsung's throwing more concrete at Pyeongtaek, and frankly, it smells like desperation mixed with a dash of genuine demand. The question is, are we finally entering that fabled memory supercycle, or is this just more corporate theater?
The memory market has gone mad. Customers are offering to bankroll SK hynix's chip factories. Anything to get chips.
Forget the breathless AI hype for a second. Vanguard International Semiconductor (VIS) just laid out a forecast that’s less about abstract futures and more about your wallet. Turns out, those AI chips aren't just for robots anymore; they're already costing you more.
Whispers from Cupertino suggest Apple is eyeing Intel and Samsung for processor manufacturing, a bold move that could redefine the semiconductor landscape. The quest for silicon diversification is on.
Everyone expected Samsung's chip business to limp along, weighed down by fab costs and competition. Turns out, demand for their 4nm process is booming.
Who saw this coming? A toilet company is now a player in the AI chip game, with its stock soaring on the news.
Moore's Law's relentless march has devolved into a crawl, but the finish line isn't in sight yet. IMEC’s latest roadmap paints a future where sub-1nm fabrication becomes reality, albeit a distant one.
Get ready to wince. Apple's next big iPhone gamble might just cost you a limb. Exclusive OLED deals and a DRAM shortage are setting the stage for a price hike that could push the iPhone 20 out of reach.
One day after warning of Mac Studio and Mac mini shortages, Apple has pulled the plug on its entry-level Mac mini. The culprit? A perfect storm of advanced chip manufacturing bottlenecks and soaring memory prices.
Intel's shelling out $14.2 billion to claw back full control of its Ireland Fab 34 from Apollo. For everyday chip buyers and AI builders, it means steadier supply—but at what debt cost?