What Are Chiplets and Why They Are So Important for the Future of Processors
While chiplets have been around for decades, today they are the hottest trend in chip making powering millions of devices from PCs, to servers, phones and wearables.
Semiconductor articles
Samsung loses Qualcomm contract to TSMC for making next-gen Snapdragon chips
The decision is a blow to Samsung Foundry, which has been dealing with low yield rates
Qualcomm wins landmark trial against Arm in chip license dispute
There was still an unresolved dispute in the case that Arm vows to have retried
Intel foundry customers have successfully powered on 18A node engineering samples
18A remains on track for a mid-to-late 2025 launch
Why it matters: The success of Intel's upcoming 18A process node is critical to the company's future. After refuting reports of abysmal yield rates, Intel recently confirmed that 18A has reached a crucial milestone in its effort to regain competitiveness against semiconductor rivals Samsung and TSMC.
TSMC posts 34% revenue jump in November, riding high on AI demand
Another blistering growth year for TSMC's revenue
Former Intel CEO Pat Gelsinger defends Intel 18A amid rumors of poor yields
Napkin math without context doesn't work for judging process technology
The big picture: During his tenure as Intel's CEO, Pat Gelsinger sought to correct a critical strategic misstep that allowed TSMC to surpass Intel in process technology. Gelsinger promised that Intel's 18A process would enable the company to reclaim its leadership in the foundry space, but that claim has faced scrutiny since Intel reset its guidance in July.
The real end of Moore's Law and the true cost of a monopoly
How TSMC's pricing power impacts the industry
Intel breaks tradition, opens CEO search to outside candidates
Marvell CEO Matt Murphy is among potential outside hires
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Biden hits China with new export rules to curb its AI ambitions
Tighter export controls sound good on paper, but experts aren't convinced
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete
As the world's largest company, Apple also leads in R&D spending
The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.
TSMC prepares for next-gen chip manufacturing with high-NA EUV investments
These machines, essential for sub-2nm processes, come with a hefty price tag
Taiwan economic minister says TSMC's core advanced tech like 2nm chips won't leave country
There are concerns the Trump Administration could pressure TSMC to move its most advanced technology to the US
Japan introduces $65 billion initiative to boost domestic chip production
Bolstering the local supply chain
TSMC and GlobalFoundries secure $13B in Chips Act funds ahead of Trump's inauguration
Trump has criticized the grants and a republican-controlled congress will likely restrict them
Huawei keeps trying to poach TSMC engineers by offering to triple their salaries
Huawei wants their expertise -- and trade secrets
Intel vs. TSMC: Why economic factors, not tech, are at the heart of America's chip struggle
Can Intel and Samsung survive without government support in the foundry race?
Is Intel too big to fail? US officials are considering government intervention
The company stands to receive billions from the CHIPS Act, but Intel leadership says it's taking too long
3D-printed semiconductor-free logic gates could soon power cheap electronics devices
A serendipitous discovery that could make switching technology more accessible
Record chip sales show signs of a semiconductor industry rebound despite global tensions
Chips are selling like hotcakes despite growing geopolitical uncertainty
Biden signs bill allowing some US chipmakers to bypass environmental reviews
Controversial move ruffles feathers of environmental groups
TSMC could charge over $30,000 for each 2nm wafer
A 50 percent leap over prices for 3nm chips and double the cost of 4/5nm
British government buys semiconductor fab to secure military supply chain
The plant makes gallium arsenide semiconductors used in many military applications
Two mines in North Carolina that monopolize high-purity quartz could face disruptions due to Hurricane Helene
Hurricane damage may threaten critical semiconductor supply chain link