120 stories on file from this desk.
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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…
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Semiconductors
1,561 words 8 min read
The semiconductor industry experienced a seismic shock on Monday as Intel's stock plummeted, wiping out $12 billion in market value and forcing the Biden administration to confront a mounting crisis in domestic AI chip production. The…
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Semiconductors
1,029 words 5 min read
TSMC reported first-quarter 2026 revenue of $35.9 billion, a 66.2% gross margin, and raised its full-year growth forecast above 30%. The headline numbers are strong. The more telling detail is what the company said about capacity: its most…
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Semiconductors
1,790 words 9 min read
Applied Materials has unveiled a $5 billion EPIC Center (Equipment and Process Innovation and Commercialization) in Silicon Valley, representing one of the most ambitious collaborative R&D initiatives in semiconductor history. This is not…
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Semiconductors
1,048 words 5 min read
TSMC is reportedly planning a major expansion of its 2nm and 3nm advanced process capacity to meet surging demand for artificial intelligence and high-performance computing chips. Supply chain sources indicate the company aims to boost 2nm…
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Semiconductors
1,342 words 7 min read
The semiconductor industry's push toward greater manufacturing independence has exposed vulnerabilities that extend far beyond chip fabrication. A new report from the Semiconductor Industry Association (SIA) reveals that even when…
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Semiconductors
1,072 words 5 min read
TAIPEI — TSMC will invest an additional $100 billion in its Arizona chipmaking operations, lifting total U.S. investment to $265 billion, Chief Financial Officer Wendell Huang said after second-quarter results on July 20. The money will…
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Semiconductors
1,362 words 7 min read
The global semiconductor industry's next node war has a new front: Japan and India are deepening collaboration on advanced manufacturing, with Rapidus — Japan's answer to TSMC — teaming up with HCLTech to build chip engineering centers in…
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Semiconductors
1,029 words 5 min read
The Bureau of Industry and Security shifted export license review for NVIDIA H200 and AMD MI325X chips from presumption of denial to case-by-case review on January 15, 2026, attaching a 25% tariff, a 50% volume cap on shipments, mandatory…
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Semiconductors
1,064 words 5 min read
South Korea's central bank modeled a warning the government can't ignore. Chip exports could fall by $50 billion to $100 billion compared with earlier forecasts if major US technology firms slow their spending on artificial intelligence…
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Semiconductors
1,334 words 7 min read
The global AI chip boom has exposed a hidden chokepoint: the packaging substrate. As data-center accelerators and automotive compute chips pack ever more transistors, the wiring between the die and the circuit board has become the limiting…
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Semiconductors
1,413 words 7 min read
China's ChangXin Memory Technologies announced the start of mass production for its fifth-generation DRAM platform at the 2026 World Manufacturing Convention in Hefei on September 20 2026. The G5 platform uses self-aligned quadruple…