119 stories on file from this desk.
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Semiconductors
1,070 words 5 min read
TSMC's 3nm capacity is fully allocated for the next 18 to 24 months, leaving no room for new orders through 2027. The foundry's N3 and N3E lines run at utilization rates near 100 percent, driven by demand for AI accelerators from a handful…
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Semiconductors
1,287 words 6 min read
The US Commerce Department is weighing a new regulatory framework for artificial intelligence chip exports that would require foreign nations to invest in US AI data centers or provide security guarantees as a condition for receiving…
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Semiconductors
1,106 words 6 min read
TSMC brought its 2nm (N2) process into volume production in the fourth quarter of 2025, the company says on its own technology page, and the node is now ramping through 2026 with capacity that two of its local plants have already sold out…
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Semiconductors
1,049 words 5 min read
TSMC has begun mass production of its 2-nanometer chips, the company said, marking the next step in the race to shrink transistors for phones, servers, and AI accelerators. The Taiwanese foundry plans to ship 2nm wafers to customers…
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Semiconductors
1,126 words 6 min read
The U.S. Commerce Department's decision to let Nvidia resume sales of its H20 artificial intelligence chip to China came with a price tag attached: a 15 percent cut of revenue from those sales goes to the federal government. AMD agreed to…
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Semiconductors
1,248 words 6 min read
Samsung Electronics plans to spend more than 110 trillion won, or roughly $73.24 billion, on semiconductor capital expenditures and research during 2026. The announcement, made from Seoul on March 19 and first reported by Bloomberg, marks…
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Semiconductors
1,666 words 8 min read
GlobalFoundries (GF), the world’s leading independent semiconductor foundry, today announced a significant strategic expansion that will reshape the global semiconductor manufacturing landscape in 2026. The company revealed a multi-billion…
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Semiconductors
1,103 words 6 min read
TSMC started volume production of its N2 process node in late 2025, and by early 2026 most of that capacity is already spoken for. Apple, Nvidia, Qualcomm, and AMD have reportedly locked in large shares of the initial output, leaving…
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Semiconductors
1,464 words 7 min read
The global semiconductor landscape continues to evolve at an unprecedented pace, driven by rapid technological adoption, increasing demand for AI hardware, and the growing attack surface created by remote work environments. As…
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Semiconductors
1,047 words 5 min read
Intel shipped its first 18A chips to customers in late 2025, and TSMC's N2 node entered high-volume manufacturing around the same window, according to industry reporting tracked by TechInsights. Samsung's SF2 node, by contrast, has yet to…
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Semiconductors
1,405 words 7 min read
The global semiconductor landscape is undergoing a dramatic reshaping as South Korea's Samsung Electronics accelerates its push into U.S. semiconductor manufacturing, joining a competitive race that has drawn government partnerships…
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Semiconductors
1,038 words 5 min read
Taiwan Semiconductor Manufacturing Co is accelerating its 2-nanometre expansion as AI and high-performance computing demand pushes customers to raise orders, according to a report by Taiwanese publication EDN. TSMC's monthly 2nm capacity…