120 stories on file from this desk.
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Semiconductors
1,197 words 6 min read
Global semiconductor sales smashed through $1 trillion in cumulative revenue by August 2026, hitting $159.7 billion in that month alone—a 144.3% year-over-year jump that nobody in the industry saw coming this fast. The Semiconductor…
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Semiconductors
1,641 words 8 min read
On October 5, 2026, Rapidus Corporation stood in Tokyo and announced something that sounds like a formality and is not. The company — founded in 2022 to single-handedly rebuild a leading-edge logic industry in Japan after three decades of…
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Semiconductors
2,256 words 11 min read
For most of the last four decades, the semiconductor industry has talked about annual revenue milestones in increments that sound almost quaint: a few hundred billion dollars here, a slow climb toward half a trillion there. The…
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Semiconductors
2,330 words 11 min read
There is a number buried in Micron Technology's fiscal fourth-quarter release that tells you more about the semiconductor industry than the headline does. The headline is that revenue hit $54.23 billion in the quarter ended September 3…
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Semiconductors
1,465 words 7 min read
Elon Musk has confirmed that Taiwan Semiconductor Manufacturing Company is in discussions with Terafab, the vertically integrated chip plant his companies are building in Texas. That confirmation arrived on Saturday in a report by Tom's…
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Semiconductors
1,466 words 7 min read
On October 1, 2026, onsemi and Synaptics did something unusual for a semiconductor merger already three months old: they cut the headline price and raised the certainty at the same time. The two companies amended the merger agreement they…
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Semiconductors
2,873 words 14 min read
For most of the last decade, the consensus among analysts of the global memory industry was straightforward. China's domestic DRAM champion, ChangXin Memory Technologies (CXMT), was making progress, but slowly, and its path forward ran…
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Semiconductors
1,225 words 6 min read
The world's largest contract chipmaker is looking past Arizona. TSMC is evaluating a potential investment in Texas that would establish a second American manufacturing hub, according to two sources familiar with the matter who spoke to…
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Semiconductors
1,573 words 8 min read
For most of the last four years, the story of the artificial intelligence hardware boom has been told in units of wafers. Foundries were sold out, lithography tools were backordered, and the entire industry strained to secure enough…
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Semiconductors
2,571 words 12 min read
A wafer fabrication plant is one of the least glamorous and most consequential buildings in the global economy. No consumer will ever see one, photograph one, or name one. Yet every smartphone, every vehicle, every industrial robot and…
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Semiconductors
1,995 words 10 min read
On Monday, September 21, 2026, Advanced Micro Devices did something that would have seemed implausible a decade ago. Trading on Wall Street, the Santa Clara chip designer pushed past a market value of one trillion dollars, becoming the…
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Semiconductors
1,371 words 7 min read
For six decades Singapore has quietly occupied an odd and useful position in the semiconductor industry. It does not fabricate the leading-edge logic chips that dominate the industry's balance sheets, and it does not assemble the AI…