We tell other countries what to do

The United States has yanked TSMC's authorisation to freely ship essential kit to its mainland plants, a move that could wreck the foundry’s China operations.

Big Tech to pay more as Taiwan foundry feels the squeeze

TSMC is about to squeeze more cash out of its clients by jacking up prices on its swankiest silicon. The Taiwanese foundry giant is planning a five to ten per cent hike on advanced nodes like 5nm, 4nm, 3nm and 2nm, to prop up its declining profit margins.

China’s silicon brigade tries to fill the GPU hole with homebrew parts

Chinese cloud giant Alibaba has wheeled out a shiny new AI chip, hoping to plug the silicon hole left after Nvidia was kicked in the export rules by Uncle Sam.

Korean giant eyes redemption with second-gen GAA node

Samsung’s messy 3nm debut may soon be old news as attention shifts to its 2nm GAA roadmap.

Punts over a trillion yuan at it

The Taiwanese silicon giant TSMC has begun work early on its next-generation 1.4nm process fab, and it's coughing up more than a trillion yuan to do it.

TSMC's stateside fabs are in hot demand

The Fruity Cargo Cult Apple, Supermicro, Nvidia, and Broadcom are all shoving each other to the front of the queue for production capacity at TSMC’s Arizona factory.

G5 processor gets built on N3P as Pixel shifts foundry strategy

Google has ditched Samsung as the maker of its Tensor chips and signed up with TSMC.

Huang reckons Rubin will reshape compute from the ground up

Nvidia supreme dalek Jensen Huang has confirmed that his outfit is already elbows-deep in its next big AI architecture, Rubin, which is apparently going to be a full-blown “revolution” for the compute world.

Capitalism is failing

US President Donald Trump is so keen on nationalisation he is thinking of moving the entire semiconductor industry under some form of state control.

Intel gets $2 billion lifeline while slashing its own investments

SoftBank is chucking US$2 billion at Troubled Chipzilla in what looks like an effort to revive its sagging foundry business and rekindle interest in its battle with the mighty TSMC.