TSMC price hikes not as brutal as feared, but still grim
Chip clients breathe a sigh of relief
It turns out TSMC’s next big price jump will not be quite the wallet-melter everyone expected.
No quick way back for Intel
ARM boss says slow EUV adoption and mobile missteps handed TSMC the crown
ARM chief executive Rene Haas has delivered a stinging assessment of Intel’s attempts to compete with TSMC, claiming the chipmaker squandered vital opportunities and is facing a near-impossible climb back to the top.
Keller says Intel needs to fix its foundry game
Legendary chip architect keeps options open with Samsung, TSMC and Rapidus
Troubled Chipzilla’s latest promises around its 18A and 14A nodes are not quite convincing Jim Keller, one of the industry’s most famous chip designers.
Intel rumoured to chase Supermicro orders
Analysts doubt rivals can really cosy up
Troubled Chipzilla’s shares jumped 7.12 per cent to $35.94 on 1 October before flattening out the next morning, as talk swirled that it might be trying to cut a deal with Supermicro.
TSMC hikes wafer prices and kills cheap transistors
Age of bargain silicon ends
The days of cheap transistors are over as TSMC jacks up prices on its most advanced wafers and signals the end of Moore’s Law’s cosy promise of faster and cheaper chips.
Taiwan trade boss denies US chip grab demands
We are not surrendering more than half of output
Taiwan’s top trade negotiator says Washington is not about to walk away with 55 per cent of the island’s chip production.
Qualcomm sticks with TSMC’s 2nm N2P for next two Snapdragon Elites
Chipzilla rival braces for soaring wafer prices
Qualcomm’s Snapdragon 8 Elite Gen 5 was its last flagship built on the 3nm process. Now the San Diego mob is tipped to move to TSMC’s shiny new 2nm node, but not the bog-standard N2 flavour.
AI-designed chips save power claims TSMC
Tenfold efficiency claim
TSMC said that AI-driven design tools have lifted its AI chip energy efficiency by about ten times.
TSMC rumoured to be buying into Intel
Nvidia’s cash and Washington’s chequebook shift the mood
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that TSMC is about to shove cash towards its rival Intel.
Intel splashes more cash on ASML’s magic machines
Chipzilla bets the farm on 14A while chasing TSMC
Troubled Chipzilla is doubling down on ASML’s obscenely expensive High-NA EUV lithography kit, ordering two more of the €350 million-plus contraptions in the hope of dragging its much-hyped 14A process over the line.