Former President Donald Trump is once again levelling accusations at Taiwan, claiming the island has 'stolen' the US chip industry. This recurring rhetoric puts TSMC, the world's leading contract chip manufacturer, in a precarious geopolitical and economic spotlight.
Sixty-eight years ago, something monumental sparked into existence – the transistor. It wasn't just another gadget; it was the Big Bang of the digital age, and it's now the unsung hero of our AI-powered future.
The industry has been wrestling with substrate shortages and the insatiable demand for AI. Now, Intel's first glass substrate prototypes, complete with co-packaged optics, offer a tantalizing glimpse into the future.
Forget sleek new processors. Russia's Mikron is hawking framed silicon wafers, some boasting 120,000 chips, as wall art. It’s a quirky business move that raises more than a few eyebrows in the tech world.
Korea's HBM dominance is undeniable, but a quiet revolution is happening elsewhere. Taiwan's chipmakers are stepping in, filling critical gaps in the AI server supply chain.
Everyone thought Samsung had the foundry game locked down for big tech. Intel's surprising foray with Apple changes everything.
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.
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.
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.
The memory market has gone mad. Customers are offering to bankroll SK hynix's chip factories. Anything to get chips.
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.
Europe is talking a big game on chips. But can they actually pull it off, or is this just more sound and fury signifying… well, Europe?