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Latest about TSMC

Nvidia might be in the blame game with TSMC over Blackwell chip failures, but that doesn't mean it will go back to Samsung
By Jacob Fox published
News It's not impossible, but TSMC's incredibly strong right now.

Samsung debated selling off its manufacturing arm as 3 nm yields remain low and the chip giant's stock price drops
By Jacob Fox published
news TSMC's keeping the ball rolling but healthy competition would be better.

Samsung and TSMC have been eyeballing the Middle East for new locations to build chip factories, says WSJ
By Nick Evanson published
news Don't get too excited; this is probably just about having even more AI stuff.

Everyone assumes it's game over, but Intel's huge bet on 18A is still very much game on
By Jeremy Laird published
18A is everything The opportunity for Intel remains absolutely enormous.

Looks like Intel has quietly killed the 20A process, announcing that no Arrow Lake chip will use its first Angstron Era node
By Dave James published
news The Intel 20A process seems like it's going to go down in history as purely a test platform for backside power and GAAFET.

OpenAI plans to build its own AI chips on TSMC's forthcoming 1.6 nm A16 process node
By Nick Evanson published
news The report suggests that Broadcom or Marvell will design the chip, but Apple might be a partner, too.

As Intel's struggles continue, rumours are now emerging that plans are afoot to flog its chip-manufacturing fabs
By Jeremy Laird published
news Is Intel's future a fabless fait accompli?

Microsoft, Meta and more might have to wait for their shiny new AI hardware as Nvidia's Blackwell server GPUs are reportedly delayed
By Andy Edser published
news Sources say the first half of 2025 is more likely.
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