Semiconductors
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AI Infrastructure
Marvell Demonstrates 2nm Optical Interconnects to Enable 3.2T AI Data Center Networks
7 sources · 27d ago
Mobile Silicon
Arm Unveils C2 CPU and Mali G2-Ultra NX GPU to Bring AI-Native Ray Tracing to Mobile
7 sources · 44d ago
AI Hardware
Chinese Chipmaker SMIC Reports Triple-Digit Profit Surge and Raises Prices on Domestic AI Demand
7 sources · 69d ago
More in Semiconductors
Semiconductor Supply ChainTSMC
TSMC Suspends Kaohsiung Fab Construction After Steel Beam Collapse Kills Four Workers
Labor Safety Advocates 40%Industry Analysts 40%Municipal Regulators 20%
AI HardwareTaiwan Semiconductor Manufacturing Co
Nvidia Mandates TSMC 3nm Process for Next-Generation HBM Base Dies
Nvidia & Hardware Architects 40%Samsung & Memory Suppliers 35%Supply Chain Analysts 25%
AI HardwareTenstorrent
Tenstorrent Secures $1.5 Billion to Scale Open-Weight AI Silicon Production
Open-Hardware Challengers 40%Financial & Market Analysts 35%Proprietary Ecosystem Realists 25%
Data Center InfrastructureArm Holdings
Arm's New AGI CPU Outperforms AMD in Rack-Level Agentic AI Benchmarks
Arm Ecosystem 40%x86 Incumbents 30%Independent Analysts 30%
RISC-V ArchitectureAlibaba Group
Alibaba Surpasses 6 Billion RISC-V Chip Shipments in Push for Open-Source AI and Automotive Silicon
Open-Source Hardware Advocates 40%Proprietary Architecture Incumbents 35%Geopolitical Analysts 25%
ExplainerChip Manufacturing
Why Thermal Budgets Force Backside Power Vias to Be Built Before Transistors
Foundry Engineers 40%Materials Scientists 35%Factlen Analysis 25%
AI Chip DemandTSMC
TSMC Reports Record Quarterly Profit Up 69% and Hikes 2026 Guidance on Surging AI Demand
Foundry Leadership 40%Financial Analysts 35%Industry Observers 25%
Memory MarketChangXin Memory Technologies
Memory Maker CXMT Swings to $20 Billion Profit as Global Chip Pricing Surges
Market Cycle Analysts 40%Domestic Industry Trackers 35%Equities & Trading Desks 25%
ExplainerChiplet Architecture
Optical Reticle Limits Cap AI Dies at 858 Square Millimeters, Forcing Multi-Die Packaging
Hardware Architecture Analysts 40%Semiconductor Industry Press 40%Factlen Editorial Synthesis 20%
ExplainerProcessor Physics
Why the 60-Millivolt Thermal Limit Ended Dennard Scaling and Stalled Processor Voltages
Standard CMOS Engineers 40%Steep-Slope Researchers 30%Architecture Designers 30%
ExplainerEUV Lithography
Matching Tin Plasma Emission to Molybdenum-Silicon Bragg Mirrors: Why Extreme Ultraviolet Lithography Operates at 13.5 Nanometers
Optical Physicists 33%Semiconductor Manufacturers 33%Plasma Researchers 33%
Chip ManufacturingTSMC
TSMC Evaluates Multibillion-Dollar Texas Campus to Expand US Chip Manufacturing
Supply Chain Pragmatists 40%Economic Policymakers 35%Global Competitors 25%
Semiconductor SupplyCapacity Expansion
TSMC Accelerates 2nm Chip Capacity Target to 120,000 Wafers Monthly on Surging AI Demand
Foundry Optimists 45%Market Skeptics 30%Technology Enthusiasts 25%
Supply ChainCapacity Expansion
TSMC Commits to Five Additional Advanced Packaging Plants in Chiayi Science Park
Fabless Chip Designers 40%Local Government 30%Industry Competitors 30%
AI InfrastructureMarket Move
SK Hynix Subsidiary Solidigm Weighs $150 Billion US IPO and First American NAND Fab
Market Optimists 35%Supply Chain Strategists 35%Market Skeptics 30%
Foundry RaceIndustry Shift
Intel Claims 1.4nm Process Will Achieve Performance Parity With TSMC's A14 Node, Signaling Foundry Race Turning Point
Independent Hardware Analysts 34%Intel Foundry Management 33%TSMC Operations 33%
Process NodeIndustry Shift
TSMC Reportedly Begins Pilot Production of 1.4nm Chips Ahead of 2028 Target
Hardware & Performance Analysts 50%Consumer Technology Observers 30%Supply Chain Trackers 20%
Semiconductor Supply ChainManufacturing Milestone
China's CXMT Begins Mass Production of 12nm-Class DRAM Using Multi-Patterning
Semiconductor Sovereignty Advocates 40%Global Memory Competitors 35%Export Control Analysts 25%
ExplainerYield Modeling
The Mathematics of Silicon: How the Poisson Yield Model Translates Defect Density into Working Chips
Foundry Process Engineers 40%Theoretical Statisticians 30%Chip Architects 30%
AI HardwareMarket Milestone
Advanced Micro Devices Market Cap Tops $1 Trillion on AI Chip Demand
AI Infrastructure Bulls 80%Valuation Skeptics 20%
ExplainerSilicon Physics
The 1-in-10,000,000 Impurity: How Doping Transforms Silicon From an Insulator to a Controllable Conductor
Fabrication Engineers 40%Materials Scientists 35%Quantum Physicists 25%
ExplainerAdvanced Packaging
The Memory Wall: How Advanced Packaging and Physical Limits Are Constraining the AI Boom
Semiconductor Engineers 40%Hyperscale Cloud Providers 30%Resource Managers 30%
ExplainerLithography Physics
The Rayleigh Criterion: How Wavelength and Numerical Aperture Actually Constrain Chip Scaling
Foundry Engineering Teams 40%Photoresist Chemists 30%Optical Equipment Manufacturers 30%
Power InfrastructureSupply Chain Shift
Why AI Data Centers Are Trading Silicon for Gallium Nitride Power Semiconductors
System Architects 40%Foundry Operators 30%Supply Chain Strategists 30%
ExplainerTransistor Architecture
Why Gate-All-Around Transistors Replace FinFETs to Curb Electrical Leakage
Foundry Engineers 35%Fabless Chip Designers 35%Materials Scientists 30%
ExplainerAdvanced Packaging
World's Largest Chip Packager ASE Raises Quotes by 20%, Signaling a New AI Bottleneck
OSAT Providers 40%AI Chip Designers 30%Hardware Analysts 30%
Chip Manufacturing
TSMC Validates 1.6nm 'A16' Process with Backside Power Delivery, Targeting Q4 Mass Production
Foundry Leadership 40%AI Hardware Designers 35%Consumer Tech Watchers 25%
ExplainerMobile Architecture
The New Mobile Reality: A Guide to the 2nm Chip Architecture Standard, 6G Connectivity Trials, and the 2027 Device Overhaul
Semiconductor Foundries 35%Telecommunications Standards Bodies 35%Device Manufacturers 30%
Console MarketIndustry Shift
Nintendo Switch 2 Price Hike Confirmed as 'RAMpocalypse' Component Crisis Hits Console Market
Hardware Manufacturers 35%Consumers & Retailers 35%Component Suppliers 30%
Foundry MarketIndustry Shift
Tesla Selects Intel's 14A Process for Terafab AI Chip, Validating Foundry Pivot
Foundry Optimists 35%Execution Skeptics 35%Vertical Integration Advocates 30%
Lithography Roadmap
Samsung Delays High-NA EUV Adoption to 1nm Node, Will Use Standard EUV for 2nm and 1.4nm
Pragmatic Foundries 45%Early Adopters 30%Equipment Suppliers 25%
AI Infrastructure
Hyperscalers Commit Nearly $2 Trillion to Secure AI Hardware and Memory, Led by Google's $811 Billion Surge
Hyperscale Cloud Providers 35%Memory Manufacturers 35%Market Skeptics 30%
Processor TechIndustry Shift
Intel and Nvidia Accelerate Development of x86 Processors with Integrated RTX Graphics
Intel & Nvidia Leadership 40%Market Analysts 30%Hardware Enthusiasts & Skeptics 30%
AI Silicon
AMD Acquires AI Silicon Pioneer Taalas to Hardwire Models Directly Onto Chips
Heterogeneous Computing Proponents 40%General-Purpose GPU Advocates 35%Edge Computing Developers 25%
ExplainerAI Hardware
Cerebras Launches WSE-3, the World's Largest AI Chip With 4 Trillion Transistors
Wafer-Scale Advocates 40%AI Infrastructure Analysts 35%Technical Skeptics 25%
AI HardwareIndustry Shift
Anthropic Joins the Custom Silicon Race With In-House Chip Team for Claude
Vertical Integration Proponents 40%Merchant Silicon Analysts 35%Supply Chain Observers 25%
Chip Manufacturing
Intel Becomes First to Use ASML's High NA EUV for High-Volume Logic Chip Production
Early Adopters 45%Cost Skeptics 30%Industry Observers 25%
Advanced PackagingSupply Chain Shift
TSMC Accelerates CoWoS Output to 200,000 Wafers Monthly to Break AI Chip Bottleneck
Foundry Leaders 40%Hardware Challengers 30%AI Infrastructure Buyers 30%
Silicon Scaling
How IBM's 0.7-Nanometer 'Nanostack' Chip Breaks the Physical Limits of Silicon
Semiconductor Researchers 35%AI Infrastructure Providers 35%Manufacturing Skeptics 30%
AI Supply ChainInfrastructure Mega-Project
Samsung and SK Hynix Announce $518 Billion Chipmaking Hub to Meet Global AI Demand
Global AI Supply Chain Analysts 40%National Industrial Planners 35%Infrastructure Skeptics 25%
AI Export ControlsPolicy Explainer
US Congress Introduces Bipartisan Bill to Close Cloud Computing Loophole in AI Chip Export Controls
National Security Advocates 40%Cloud Industry Representatives 40%Chinese Tech Sector 20%
Advanced PackagingIndustry Shift
Intel Carves Out Advanced Packaging as Independent Division, Appointing Former SK Hynix CEO to Lead Effort
Industry Analysts 40%Technology Press 30%Global Supply Chain Observers 30%
AI InfrastructureCorporate Pivot
Qualcomm's $40 Billion Strategic Pivot: Handset Giant Reinvents as AI Data Center and Automotive Platform
Wall Street Analysts 35%Tech Industry Observers 35%Qualcomm Leadership 30%
Supply Chain ResiliencyPolicy Decision
US and Taiwan Finalize $500 Billion Trade Deal to Shift Semiconductor Supply Chain to North America
U.S. Policymakers 35%Taiwanese Industry 35%Market & Supply Chain Analysts 30%
AI HardwareEconomic Explainer
How the AI Hardware Boom is Rewriting the Economics of Global Supply Chains
Technology Sector Optimists 40%Macroeconomic Realists 30%Supply Chain Analysts 30%
Ambient ComputingIndustry Shift
Qualcomm Unveils Reality Elite Chip and Turnkey Toolkit to Power Post-Smartphone AI Wearables
Chip & Hardware Manufacturers 44%Fashion & Lifestyle Brands 33%Consumer Electronics Incumbents 22%
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