Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan
Experience and streamlined processes give Taiwan a big edge
Manufacturing articles
DRAM makers set to halt DDR3 and DDR4 production in 2025
Higher performance memory products provide chipmakers with better margins
Intel's $13B foundry loss raises stakes for potential TSMC partnership
Can TSMC save Intel's foundry business?
In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.
Intel considers breakup as Broadcom and TSMC explore separate deals
Broadcom is eying Intel's chip design business while TSMC considers manufacturing arm
Intel's 18A found to be faster but TSMC's N2 is denser in process node showdown
Bottom line: Intel and TSMC are both gearing up to launch their respective 18A and N2 process nodes, each offering significant advancements. On one side, Intel claims 18A will deliver much higher generational performance gains. On the other, TSMC is emphasizing N2's impressive transistor density. But which one is truly superior? As it turns out, the answer isn't so straightforward.
Intel may team up with TSMC to strengthen US chip production
Meanwhile, Trump is pushing hard to bring semiconductor manufacturing back to the US
TSMC fast-tracks 3nm chip production in Arizona to counter potential Trump tariffs
Mass production of these chips could kick off as early as 2027
OpenAI custom chip project aims to challenge Nvidia's dominance
Unconfirmed collaboration with Broadcom is quietly bearing fruit
Bill Gates says Intel has lost its way, fallen behind in chip design and fabrication
"I am stunned"
Big quote: The last few years have not been kind to Intel. The company has seen its fortunes fall as rivals continue to make great strides, both financially and technologically. In a recent interview, Microsoft co-founder Bill Gates shared his thoughts on the situation, stating that Intel has "lost its way."
TSMC chip production impacted by 6.4-magnitude Taiwan earthquake, delays expected
TSMC evacuated its affected fabs
Arm aims to challenge x86 dominance with faster CPUs and AI-enhanced GPUs
Progressing beyond plain efficiency
Axiom proposes Taiwan's semi giants to manufacture chips in space
Initial trials will occur on the ISS, with future manufacturing shifting to Axiom's private space station
Taiwan is finally allowing TSMC to build leading 2nm chips outside the country
Island aims to strengthen semiconductor ties with allies like US
Lenovo to establish major PC and server factory in Saudi Arabia with $2 billion investment
The project also gives Saudi Arabia a boost as it seeks to diversify its economy
Insiders say TSMC's Arizona fab is now producing AMD Ryzen 9000 CPUs
Alongside an unnamed chip for an upcoming Apple Watch
Apple's 3nm TSMC wafer costs soar to $18,000, more than tripling since the 28nm A7 chip
And yet, performance increases are slowing with each generation
What Are Chiplets and Why They Are So Important for the Future of Processors
While chiplets have been around for decades, today they are the hottest trend in chip making powering millions of devices from PCs, to servers, phones and wearables.
Samsung loses Qualcomm contract to TSMC for making next-gen Snapdragon chips
The decision is a blow to Samsung Foundry, which has been dealing with low yield rates
LG ends Blu-ray player production as streaming dominance grows
Another one bites the dust
What just happened? One of the few remaining big-name manufacturers of Blu-ray players, LG, has discontinued production of the devices. It's sad news for fans of physical media and means that Panasonic and Sony remain the last two major companies still operating in this field.
The real end of Moore's Law and the true cost of a monopoly
How TSMC's pricing power impacts the industry
Intel 18A node reportedly stuck at 10% yields, SRAM density also trails TSMC upcoming 2nm tech
The 18A process is slated for major Intel products in 2025
China retaliates against US with bans on critical materials for semiconductors and defense
Exports of gallium, germanium, antimony, and super-hard materials are affected
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
GlobalFoundries confirms $1.5 billion award from the US Chips and Science Act
GF is spending billions to improve its domestic chip manufacturing capabilities