
US giants queue up for TSMC's Arizona silicon
TSMC's stateside fabs are in hot demand
The Fruity Cargo Cult Apple, Supermicro, Nvidia, and Broadcom are all shoving each other to the front of the queue for production capacity at TSMC’s Arizona factory.

Google dumps Samsung for TSMC on Pixel 10
G5 processor gets built on N3P as Pixel shifts foundry strategy
Google has ditched Samsung as the maker of its Tensor chips and signed up with TSMC.

Nvidia tapes out Rubin chips
Huang reckons Rubin will reshape compute from the ground up
Nvidia supreme dalek Jensen Huang has confirmed that his outfit is already elbows-deep in its next big AI architecture, Rubin, which is apparently going to be a full-blown “revolution” for the compute world.

Trump flirts with nationalising the entire chip industry
Capitalism is failing
US President Donald Trump is so keen on nationalisation he is thinking of moving the entire semiconductor industry under some form of state control.

SoftBank set to rescue Intel
Intel gets $2 billion lifeline while slashing its own investments
SoftBank is chucking US$2 billion at Troubled Chipzilla in what looks like an effort to revive its sagging foundry business and rekindle interest in its battle with the mighty TSMC.

TSMC gets showered with subsidies for global fab building spree
But numbers don’t add up
Chip-making giant TSMC has been bragging about a mountain of taxpayer cash supposedly rolling in from four countries, but the numbers look a bit suspect.

GlobalWafers sets up Texas plant to feed chip giants
Local wafer supply to benefit TSMC, Samsung and US fabs
GlobalWafers is joining the parade of semiconductor suppliers setting up shop in the US, announcing a new silicon wafer plant in Texas to help fuel America’s push for chip independence.

US considers partial nationalisation of Intel
Socialism sneaks in the back door
Troubled Chipzilla might soon be partly owned by Uncle Sam if President Donald Trump gets his way.

Intel needs $40 billion lifeline to keep US in chip race
Former CEO Craig Barrett urges customers to bankroll Intel’s survival
Former Chipzilla chief Craig Barrett [pictured] has warned that Intel needs a $40 billion cash injection to stay at the sharp end of chip manufacturing and he is not expecting Washington to stump up the money.

TSMC staff accused of stealing 2nm chip secrets
Three current and former employees detained
Taiwanese prosecutors have detained three current and former staff of chip giant TSMC on suspicion of stealing core trade secrets, including details of its 2-nanometre manufacturing technology.