TSMC muscles into silicon photonics, leaving Intel gasping
A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.
TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.
Intel splurges $16 billion on R&D without much to show
18a dream node keeps swallowing cash as rivals surge ahead
Troubled Chipzilla is still burning cash at an alarming rate, sinking more than $16 billion into research and development last year, yet it has little to brag about.
Applied Materials boss says US chip incentives barely register
Shrugs at Washington’s pricey patriotism push
Despite a flood of government cash designed to drag chipmaking back to the US, one of the industry's key suppliers seems distinctly unimpressed.
Intel’s Arrow Lake-HX mobile chips look good
Core Ultra 5 235HX punches above its weight in early benchmarks
While Intel's desktop Arrow Lake CPUs turned out to be all mouth and no trousers, its mobile Arrow Lake-HX line appears to be the opposite, turning in surprisingly strong results where it counts.
Trump’s stake deal was all about locking Intel into foundry
Real countries have fabs
Intel has been strong-armed into holding on to its bleeding foundry business after Donald Trump’s administration tied subsidies to an equity grab.
TSMC starts building 1.4nm mega-fab ahead of schedule
Punts over a trillion yuan at it
The Taiwanese silicon giant TSMC has begun work early on its next-generation 1.4nm process fab, and it's coughing up more than a trillion yuan to do it.
Intel warns about Trump’s partial nationalisation
US government stake could be a poisoned chalice
Troubled Chipzilla has admitted that the US government’s shiny new 9.9 per cent stake in the firm might be more of a liability than a lifeline.
Glorious people’s government secures ten per cent of Intel
10 per cent of capitalist chipmaker Intel brought into public ownership
In a heroic triumph of state planning over market chaos, the United States people’s government has secured a 10 per cent ownership stake in the formerly unaccountable capitalist chip monopoly, Intel, transforming it into a partially nationalised asset under the watchful guidance of President Donald Trump and Secretary of Commerce Comrade Howard Lutnick.
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.
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.