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.
TSMC shows off its Arizona fab in rare factory video
Twinscan EUV kit and shiny wafer robots steal the show
Wafer-maker-in-chief TSMC has released a glossy video giving the world a look inside its Fab 21 plant in Phoenix, Arizona, and it’s stuffed with chip porn for the semiconductor-curious.
TSMC buys more land in Arizona
Second site on the cards, faster 2nm ramp, and a giga fab cluster plan
TSMC, chairman, Wei Zhejia said that strong AI demand means the outfit will need to buy a second plot near its new Arizona, US factory to back an expansion push and calm any supply chain jitters.
TSMC smashes profit record again on AI chip frenzy
Monster demand for GPUs and HPC silicon
Taiwan’s semiconductor darling TSMC has once again bathed in the glow of the AI gold rush, reporting a massive 39.1 per cent jump in third-quarter profit and setting a fresh all-time record.
TSMC 2nm price hike might push Qualcomm and Mediatek to Samsung
Intel off the table for now
Chipmaking behemoth TSMC has decided that its next shiny thing, the 2-nanometre wafer, will cost about 50 per cent more than the current 3-nanometre kit, and its biggest customers are not amused.
Apple about to lose grip over TSMC
Fruity cargo cult’s chip clout under threat
The fruity cargo cult Apple may be about to lose its long-held grip over TSMC as Nvidia muscles in with a deluge of orders for high-performance computing parts and AI kit.