China pulls the rug under US chip industry
Rare earth clampdown could pull the plug on America’s AI supply chain
The cocaine nose jobs of Wall Street are twitching nervously as China’s new rare earth export restrictions threaten to upend the global chip industry and potentially block firms like TSMC from selling semiconductors to American companies.
Samsung sends 2nm Snapdragon sample to Qualcomm
Hopes to win back Qualcomm with shiny new silicon
Samsung has shipped a Snapdragon 8 Elite Gen 5 sample produced on its 2nm GAA process to Qualcomm for evaluation, marking a potential turning point in its bruised relationship with the US chip designer.
TSMC posts record-high revenue amid currency headwinds
Performance beats forecasts
TSMC pulled in around NT$330.98 billion [US$11.41 billion] in consolidated revenue in September 2025, down 1.4 per cent from August but up 31.4 per cent year on year, marking a new record for the month.
Intel’s Panther Lake looks surprisingly strong
Early figures suggest it may have a proper comeback chip
Troubled Chipzilla might actually have something to smile about for once. Early details on Intel’s Panther Lake lineup suggest the new mobile platform could deliver the kind of efficiency and power Intel has been promising for years.
TSMC price hikes not as brutal as feared, but still grim
Chip clients breathe a sigh of relief
It turns out TSMC’s next big price jump will not be quite the wallet-melter everyone expected.
No quick way back for Intel
ARM boss says slow EUV adoption and mobile missteps handed TSMC the crown
ARM chief executive Rene Haas has delivered a stinging assessment of Intel’s attempts to compete with TSMC, claiming the chipmaker squandered vital opportunities and is facing a near-impossible climb back to the top.
Keller says Intel needs to fix its foundry game
Legendary chip architect keeps options open with Samsung, TSMC and Rapidus
Troubled Chipzilla’s latest promises around its 18A and 14A nodes are not quite convincing Jim Keller, one of the industry’s most famous chip designers.
Intel rumoured to chase Supermicro orders
Analysts doubt rivals can really cosy up
Troubled Chipzilla’s shares jumped 7.12 per cent to $35.94 on 1 October before flattening out the next morning, as talk swirled that it might be trying to cut a deal with Supermicro.
TSMC hikes wafer prices and kills cheap transistors
Age of bargain silicon ends
The days of cheap transistors are over as TSMC jacks up prices on its most advanced wafers and signals the end of Moore’s Law’s cosy promise of faster and cheaper chips.
Taiwan trade boss denies US chip grab demands
We are not surrendering more than half of output
Taiwan’s top trade negotiator says Washington is not about to walk away with 55 per cent of the island’s chip production.