TSMC squeezes chip supply as AI giants fight for N3 capacity
Fidelity’s Huang begs for wafers as fabs hit their limits
TSMC’s latest sports day turned into something of a customer summit when Fidelity boss Huang Renxun publicly pleaded for more chip supply, declaring that “without TSMC, there would be no Fidelity.”
Nvidia shoves Rubin into production with HBM4 in hand
Vera Rubin superchip sprints from keynote glare to TSMC’s lines
Nvidia is racing its Rubin GPUs into production, turning the Vera Rubin superchip from stage prop into silicon while the ink on the slides is still drying.
TSMC hikes Apple's chip prices
Looks like that custom silicon empire was not so good after all
TSMC is turning the screws on its biggest customers, with reports suggesting an across-the-board price hike for its most advanced chip-making processes next year. That means Job’s Mob is about to pay through the nose for its custom silicon.
AMD hit by patent troll over 3d v-cache tech
Adeia dusts off patents to chase a payout on Ryzen X3D chips
Chipmaker AMD has found itself on the receiving end of a lawsuit from Adeia, a company that doesn’t make anything but claims to own the technology behind the firm’s 3D V-Cache hybrid bonding used in Ryzen X3D processors.
TSMC’s 2nm race heats up
Qualcomm and MediaTek join Apple at the front line
The semiconductor arms race has entered another round, with TSMC speeding ahead on its 2nm roadmap.
LPDDR5X price explosion as DRAM market tightens
Smartphone makers face rising costs as wafer supply shifts to AI chips
Prices for LPDDR5X, the low-power DRAM used in premium phones, are about to skyrocket.
Nvidia first company to hit $5 trillion
Huang’s outfit worth more than entire S&P sectors
Nvidia just became the first company in history to smash through the $5 trillion mark, proving that the AI hype train shows no sign of slowing down.
TSMC not sweating Samsung chip push
Pegatron's Tong Zixian reckons Samsung and Intel are playing catch-up
Samsung might be bagging more US business, but Pegatron chairman Tong Zixian says Taiwan’s chip champ TSMC has nothing to worry about yet.
Intel's shares leap as turnaround gains steam
Outfit still on a tightrope
Shares in Troubled Chipzilla surged after the struggling semiconductor outfit posted better than expected revenue, signalling tentative progress in its long and painful turnaround.
ASML rolls out lithography scanner for 3D chip packaging
Tool aims to push chipmaking into the ‘More-than-Moore’ era
Dutch chip gear maker ASML has lifted the kimono its Twinscan XT:260, a new lithography scanner built for the brave new world of 3D chip packaging.