Items tagged with semiconductors

The world’s largest contract chip manufacturer, Taiwan’s TSMC, is ready to start construction of its first 1nm semiconductor production facility. It is estimated that to execute its plans, TSMC will invest a sum of approximately $32B in the Longtan district of Taoyuan county, Taiwan. In other recent TSMC news... Read more...
After the US Government denylisted and removed Huawei products from its infrastructure, the company has been effectively cut off from American semiconductors and general commerce. However, the company may have found a way to sidestep the three-year-old problem by spooling up its own fabs. In 2019, the Central... Read more...
Samsung has shared a new foundry services roadmap, plotting a course from its existing 3nm technology, through 2nm, to 1.4nm semiconductor mass production. According to the South Korean tech giant, these significant steps will take place over the next five years. Samsung started mass production 3nm mass production... Read more...
Micron announced plans to invest big money—up to $100 billion—to build what it claims will be the largest semiconductor fabrication facility in the history of the United States. Incidentally, the announcement comes around nine months after Intel unveiled plans to build a mega-site in Ohio, which in time the company... Read more...
As the chip shortage continues and tensions between China and Tawian rise, industry leaders and US lawmakers are looking to expand US semiconductor manufacturing capacity. Taiwan is home to the world’s largest chip maker, TSMC, but the firm’s foundry could disappear virtually overnight if China invades Taiwan to force... Read more...
Following its latest earnings report, shares of Microsoft stock jumped by as much as 5 percent in pre-market trading leading up to today's opening bell. This despite Microsoft attributing a negative impact on Windows OEM revenue, which fell 2 percent in the fourth quarter of fiscal year 2022, to what it deemed a... Read more...
Intel and MediaTek are taking their business relationship to the next level by forming a strategic chip making partnership. In an effort to diversify things on the manufacturing side, MediaTek is tapping Intel Foundry Services (IFS) to produce multiple chips for a range of smart edge devices using advanced process... Read more...
Samsung has shared a massive spending proposal with the Texas Controller's office that could see the South Korean electronics giant invest $200 billion over the next couple of decades on a dozen new chip manufacturing plants. Interestingly enough, the proposal comes shortly ahead of a key vote on the US CHIPS Act... Read more...
TSMC revealed some key details about its upcoming nodes during its 2022 North America Technology Symposium, including its 3-nanometer roadmap and what's in store for its 2-nanometer process. Beyond the technical details, what's interesting about all this is seeing TSMC going on the offensive, so to speak, about it... Read more...
There is no definitive timeline on when precisely the chip shortage will end, only that it won't last forever. Huge investments (billions of dollars) are being made into factory upgrades and expansions, to hopefully avoid another situation like this one from playing out in the future. In the meantime, the situation is certainly improving, Read more...
Things are finally starting to look up in the PC space. You can actually find graphics cards in stock and selling for close to MSRP (and in some cases, not a penny over a particular SKU's list price), and there have been some fantastic CPU deals from both AMD and Intel. Is it just a temporary moment of bliss... Read more...
The first quarter of 2022 is in the books at Intel and it was an overall big one, especially within its data center and Intel Foundry Services (IFS) businesses. The former raked in $6 billion, representing a hefty 22 percent year-over-year gain, while the latter skyrocketed 175 percent from the same quarter a year ago... Read more...
The computer chip shortage has been a topic of much discussion over the past year and more as GPU prices have shot through the roof and entire lots of newly built cars sit awaiting microcontrollers. Both governments and companies alike are taking measures to increase semiconductor production capacity in light of high... Read more...
Intel today cut the ribbon on a massive expansion to its leading-edge D1X factory located in Hillsboro, Oregon. It also announced a new name for the nearly 500-acre campus. Previously called Ronler Acres, this cutting edge development chip fab has now been anointed Gordon Moore Park at Ronler Acres in honor of Intel... Read more...
You have to spend money to make money, right? Intel continues to embrace the concept as part of its ongoing IDM 2.0 strategy, having today announced it is committing up to 80 billion euros (around $88 billion in US currency) over the next decade to bolster its chip manufacturing footprint in the European Union. To... Read more...
We tend to take for granted that our PCs will turn on and the silicon inside them will dutifully crunch through whatever tasks we ask, be it video encoding, playing games, or even just watching a YouTube video. The underlying technology has come a long way to make all this possible, and crucially it has taken decades... Read more...
If there is one thing the past year has taught us in terms of supply and unprecedented demand, it's that semiconductor manufacturing capacity is painfully limited. It is paramount, then, that fabless firms spend big to secure their piece of the silicon pie in anticipation of upcoming product launches. As it applies to... Read more...
Intel doesn't have a long history of fabricating other people's processors, but the company has made it clear that it seeks to make that a major part of its business going forward. In case you missed it, Intel's Foundry Services (IFS) is accepting customers from around the globe, and the company will make chips with... Read more...
There's been a lot of moving and shaking in the silicon space over the past couple of weeks, the latest of which is Intel announcing it has agreed to acquired Tower Semiconductor for $53 per share in cash, which values the deal at approximately $5.4 billion. The hefty investment plays right into Intel's IDM 2.0... Read more...
Intel is making a few key major foundry moves to bolster its IDM 2.0 strategy, such as setting up a massive $1 billion innovation fund to support both early-stage startups and established companies that are engineering disruptive technologies in the semiconductor space. However, what is most surprising amid today's... Read more...
Finding a graphics card in stock from a first-party retailer could soon be a little bit easier than it has been in a very long time. That's not to say the shortage is about to end. However, those within the supply chain apparently feel confident that an uptick in ABF (Ajinomoto Build-up Film) substrate shipments will... Read more...
It was always a possibility that NVIDIA's proposed deal to acquire Arm from Softbank for $40 billion would not pass regulatory scrutiny and ultimately fall through, and that now seems increasingly likely, according to what Bloomberg is hearing from people who are supposedly familiar with the matter. If that's the... Read more...
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