Pegatron's Tong Zixian reckons Samsung and Intel are playing catch-up

Samsung might be bagging more US business, but Pegatron chairman Tong Zixian says Taiwan’s chip champ TSMC has nothing to worry about yet.

Outfit still on a tightrope

Shares in Troubled Chipzilla surged after the struggling semiconductor outfit posted better than expected revenue, signalling tentative progress in its long and painful turnaround.

Tool aims to push chipmaking into the ‘More-than-Moore’ era

Dutch chip gear maker ASML has lifted the kimono its Twinscan XT:260, a new lithography scanner built for the brave new world of 3D chip packaging.

Twinscan EUV kit and shiny wafer robots steal the show

Wafer-maker-in-chief TSMC has released a glossy video giving the world a look inside its Fab 21 plant in Phoenix, Arizona, and it’s stuffed with chip porn for the semiconductor-curious.

Second site on the cards, faster 2nm ramp, and a giga fab cluster plan

TSMC, chairman, Wei Zhejia said that strong AI demand means the outfit will need to buy a second plot near its new Arizona, US factory to back an expansion push and calm any supply chain jitters.

Monster demand for GPUs and HPC silicon

Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.

Intel off the table for now

Chipmaking behemoth TSMC has decided that its next shiny thing, the 2-nanometre wafer, will cost about 50 per cent more than the current 3-nanometre kit, and its biggest customers are not amused.

Fruity cargo cult’s chip clout under threat

The fruity cargo cult Apple may be about to lose its long-held grip over TSMC as Nvidia muscles in with a deluge of orders for high-performance computing parts and AI kit.

Rare earth clampdown could pull the plug on America’s AI supply chain

The cocaine nose jobs of Wall Street are twitching nervously as China’s new rare earth export restrictions threaten to upend the global chip industry and potentially block firms like TSMC from selling semiconductors to American companies.

Hopes to win back Qualcomm with shiny new silicon

Samsung has shipped a Snapdragon 8 Elite Gen 5 sample produced on its 2nm GAA process to Qualcomm for evaluation, marking a potential turning point in its bruised relationship with the US chip designer.