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TSMC’s Advanced Packaging Production Lines Are So ‘Bottled Up’ That the Firm Is Now Looking to Outsource Orders to Meet Demand
Intel Has Secured a Massive Deal With India’s Tata On Semiconductor Grounds, Strengthening Its Global Strategy
Memory Shortages Are Actually So Terrible That Samsung Is Shifting HBM Production Towards DDR5, to Ensure That It Gets “Maximized Profits”
Google’s TPUs May Deliver ‘Impressive’ Performance, But One Overlooked Bottleneck Could Bring External Scaling to a Halt Before It Even Begins
NVIDIA’s Next GTC Event Returns to San Jose on March 15, 2026, with CEO Jensen Huang Expected to Outline the Next Era of AI Infrastructure
Once Left Behind, Samsung Is Now Regaining Momentum in Its HBM Business as It Targets NVIDIA’s HBM4 Approval as Early as This Month
TSMC ‘Scrambles’ to Bring Advanced Packaging to the U.S. as Soaring Demand Reportedly Pushes Clients Toward Rival Foundries
China’s AI Chip Output Is Expected to Far Exceed Domestic Demand, as NVIDIA’s CEO Warns the World About the AI ‘Belt & Road’ Initiative
Intel ‘Doubles Down’ on 18A and 14A Progress; VP Says the Firm Now Has “Momentum” In Getting External Customers For Advanced Packaging
“Nobody Wanted NVIDIA’s First AI Supercomputer Except Elon Musk,” Reveals Jensen Huang; Fast-Forward, and Everyone’s Desperate to Buy One
NVIDIA Dismisses ASIC Competition as CFO Says Its AI Stack Is Irreplaceable; Vera Rubin Development Is “Seamless” and On Track for H2 2026
After Leaving Intel, Pat Gelsinger Attracts U.S. Government Support as xLight Receives $150 Million for EUV Lithography Development
Two of the Biggest DRAM Suppliers, Samsung and SK Hynix, Are Skeptical About Increasing Production as They Eye “Long-Term” Profitability
NVIDIA’s Partners Are Beginning to Tilt Toward Google’s TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders
NVIDIA CEO Makes Unprecedented Visits to Taiwan This Year, Reflecting the High-Stakes Battle for Limited TSMC Chip Capacity
“Quantum Computing Will Pop the AI Bubble,” Claims Ex-Intel CEO Pat Gelsinger, Predicting GPUs Won’t Survive the Decade
Intel’s 18A-P Process Is Expected to Be Adopted by Apple for Upcoming “M-Series” SoCs Following Optimism Around Early PDK Sampling
NVIDIA’s CEO Breaks Silence on Intel–TSMC Executive Dispute, Praising the Taiwan Giant for Its “Excellent” Defense of Sensitive Information
Moore Threads Is Being Touted as the “NVIDIA of China” Ahead of Its Mega-IPO, But Is the Firm Truly Worthy of the Title?
Intel Announces “Full Support” for Ex-TSMC Executive in Upcoming Lawsuit, as CEO Lip-Bu Tan Says There’s No Merit to Technology Transfer Allegations
The U.S. Has Captured Nearly 90% of Semiconductor Investments This Year, Surging Ahead as the Leading Destination for Chip Titans Like TSMC
NVIDIA Hits Back at Claims That Google’s TPUs Could Overtake Its AI Stack, Saying It Offers “Greater Performance and Versatility” Than ASICs
TSMC Has Officially Sued Its Ex-Executive for Joining Intel, Claiming That He Has Access to “Confidential” Data and May Use It to Aid Competition
Elon Musk Claims Tesla Must Outproduce NVIDIA, AMD, and All Other AI Chip Makers in Volume if It Wants to Win the Real-World AI Race
Lenovo Has Relied on a “Massive” Inventory Buildout to Keep Prices Stable This Year, But Warns of Aggressive Hikes if Memory Shortages Persist Into 2026
TSMC’s CEO Admits Chip Production Is “Insufficient,” Saying It Still Falls Short of Global Demand by a Staggering Three Times
Intel CEO Lip-Bu Tan Denies Any Involvement in an Alleged ‘2nm Leak’ From TSMC, While Taiwan Vows to Investigate to Protect Its Chip Technology
ASML Opens Its First Training Facility in Arizona to Bolster America’s Push for a More Resilient Chip Supply Chain
Intel CEO Lip-Bu Tan Says the Company “Deserves Better,” Admitting Team Blue Missed Major Opportunities Due to Complacency
SK Hynix to Boost DRAM Production by a Whopping Eight Times Next Year, But It Still Won’t Be Enough to Ease the Ongoing Memory Shortage
Intel Is Reported to Secure Microsoft, Tesla, Qualcomm & NVIDIA as Advanced Packaging Customers in the U.S., Led by Its Newly Hired Ex-TSMC Executive
NVIDIA Says There’s No Guarantee OpenAI Will Proceed With the $100 Billion Mega-Deal, But the Firm Remains Disciplined With Its Execution
NVIDIA’s Jensen Huang Explains Why ASICs Won’t Do Much to the Firm’s AI Dominance, Arguing the Real Battle Is “Between Teams, Not Companies”
NVIDIA Has Entered a “Virtuous Cycle of AI” as the Firm Sees Record Blackwell GPU Demand in Its Q3 Earnings; $500 Billion End-2026 Forecast Remains on Track
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