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.
SK Hynix beats Samsung and TSMC to High-NA EUV
Korean outfit first to slot ASML’s kit into its fabs
SK Hynix has stolen a march on both Samsung and TSMC by becoming the first chipmaker to integrate ASML’s new High-NA EUV machinery into its fabs.
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.
US pulls plug on TSMC's China waiver
We tell other countries what to do
The United States has yanked TSMC's authorisation to freely ship essential kit to its mainland plants, a move that could wreck the foundry’s China operations.
TSMC hikes chip prices as margins wobble
Big Tech to pay more as Taiwan foundry feels the squeeze
TSMC is about to squeeze more cash out of its clients by jacking up prices on its swankiest silicon. The Taiwanese foundry giant is planning a five to ten per cent hike on advanced nodes like 5nm, 4nm, 3nm and 2nm, to prop up its declining profit margins.
Alibaba whips out AI chip to dodge Nvidia squeeze
China’s silicon brigade tries to fill the GPU hole with homebrew parts
Chinese cloud giant Alibaba has wheeled out a shiny new AI chip, hoping to plug the silicon hole left after Nvidia was kicked in the export rules by Uncle Sam.
Samsung bets big on 2nm SF2P
Korean giant eyes redemption with second-gen GAA node
Samsung’s messy 3nm debut may soon be old news as attention shifts to its 2nm GAA roadmap.
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.
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.