Semiconductor articles

China accuses Taiwan of "selling out" its semiconductor industry to the US

Semiconductor industry braces for CHIPS Act fallout after federal job cuts

Apparently AMD has blocking rights for any acquisition of Intel. If a deal were to happen, what would AMD ask for?

Editor's take: We are frequently asked some version of the question, "Will someone acquire Intel?" At this point, we think it is highly unlikely, but these are unpredictable times. Setting aside all the principal considerations – like money, strategy, and regulatory approval – there are a few other hurdles. Chief among these is Intel's license for x86.

Intel says 18A process is ready, tape-out confirmed for the first half of 2025

Why it matters: As Intel's chip design and foundry businesses face mounting pressure that could jeopardize the company's future, much is riding on the success of its upcoming 18A node. As Intel finalizes its latest semiconductor process, 2025 will be a decisive year for its efforts to legitimize its foundry division and regain competitiveness against TSMC and Samsung.

Building semiconductor plants in the US takes twice as long, costs twice as much as in Taiwan

Intel's $13B foundry loss raises stakes for potential TSMC partnership

In context: Once the undisputed leader in semiconductor manufacturing, Intel now finds itself at a critical juncture as its foundry operations face significant financial challenges. It remains uncertain whether a deal with TSMC can rescue Intel's foundry business, but without it the company – better known in its heyday as "Chipzilla" – must find a way to address its manufacturing challenges and financial losses.

Intel considers breakup as Broadcom and TSMC explore separate deals

Arm wants to build its own chips, so it may be poaching from chip-making clients

Intel's 18A found to be faster but TSMC's N2 is denser in process node showdown

Bottom line: Intel and TSMC are both gearing up to launch their respective 18A and N2 process nodes, each offering significant advancements. On one side, Intel claims 18A will deliver much higher generational performance gains. On the other, TSMC is emphasizing N2's impressive transistor density. But which one is truly superior? As it turns out, the answer isn't so straightforward.

Bill Gates says Intel has lost its way, fallen behind in chip design and fabrication

Big quote: The last few years have not been kind to Intel. The company has seen its fortunes fall as rivals continue to make great strides, both financially and technologically. In a recent interview, Microsoft co-founder Bill Gates shared his thoughts on the situation, stating that Intel has "lost its way."

TSMC prepares to pass tariffs costs, could increase semiconductor prices by 15 percent

AI boom fuels semiconductor growth to $626 billion, with 2025 set for more gains

AI Money: While shareholders and tech giants scramble to turn AI's promises into real-world business opportunities, semiconductor companies are raking in billions. Samsung has emerged as the world's top semiconductor player by revenue, and the industry is poised for another strong year.

E6 unveils copper-diamond composite for next-gen thermal management

Fujifilm to invest $640 million to boost semiconductor materials production

Intel's takeover dilemma: A Gordian knot of funding and politics

Editor's take: A takeover of Intel has become a Gordian knot. The company's factories require massive investments – billions of dollars and several years to fix – which most prospective buyers, companies or private equity firms aren't willing to handle. The US government has also poured a lot of money into these factories, making it politically difficult to shut them down. The problem is clear: no one wants the factories, but Intel can't be sold without them.

Intel Nova Lake and Clearwater Forest CPU samples appear in leaked shipping manifests

TSMC chip production impacted by 6.4-magnitude Taiwan earthquake, delays expected

Nvidia transitions to advanced CoWoS-L chip packaging, signaling a major shift for TSMC

TSMC CEO is optimistic about Arizona chip quality despite challenges, most advance tech will remain in Taiwan

Federal funding boosts US chip packaging with $1.4B in CHIPS Act awards

Axiom proposes Taiwan's semi giants to manufacture chips in space

Taiwan is finally allowing TSMC to build leading 2nm chips outside the country

Insiders say TSMC's Arizona fab is now producing AMD Ryzen 9000 CPUs

Apple's 3nm TSMC wafer costs soar to $18,000, more than tripling since the 28nm A7 chip

Canada aims to become a major player in rare earth mining for chips and batteries