Industry Page 12 of 56

All posts related to the industry in general.

TSMC’s CEO Admits Chip Production Is “Insufficient,” Saying It Still Falls Short of Global Demand by a Staggering Three Times

A person wearing glasses and a suit with a U.S. flag pin on the lapel smiles outdoors.

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

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 Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

Intel CEO Lip-Bu Tan Says the Company “Deserves Better,” Admitting Team Blue Missed Major Opportunities Due to Complacency

SK hynix LPDDR5X RAM Uses a High-K Metal Gate Process That Reduces Power Draw by 25% While Increasing Speed to 8.5Gbps

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

Three individuals standing in front of a large NVIDIA DGX H100 system in a modern interior setting.

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 Entire Blackwell AI GPU Supply Sold Out For The Next 12 Months, AI Firms Gobble Up 100K Units In A Single Order Highlighting Insane Demand 1

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's CEO Jensen Huang

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

Man speaking on stage with Siemens and foundry visible in the background.

Intel’s 14A Customer Wins Would Require a Massive CapEx Boost, With Official Saying It Would Prove Team Blue Can Compete in the Chip Race

Three unidentified individuals are shown side by side, each in their separate frame, wearing dark clothing and glasses.

NVIDIA & Anthropic Strike a Surprising Deal Worth $10 Billion Despite Their CEOs Previously Taking Shots at Each Other Over ‘Who Does AI Better’

TSMC Ex-Executive Now Heading to Intel Allegedly Carries 2nm Secrets “Written in Notes,” Sparking Fears of a Technology Transfer

TSMC building

TSMC’s Arizona Facility Hit Hard by Profit Drop as Rising Operating Costs Give a Reality Check to the “Made in USA” Narrative

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

Faced With “Infinite” Delays From TSMC & Samsung, Elon Musk Says Tesla’s Shocking 200 Billion-a-Year Chip Demand Now Forces Him to Build His Own Fabs

If TSMC Hadn’t Invested Heavily in Arizona, the U.S. Government Would Have Been “Forced” to Back Intel, Claims Taiwanese Official

A 3D model depicts a stacked chip architecture labeled 'XPU,' 'HBM,' and 'EMIB.T' with interconnecting pathways.

Intel’s ‘Advanced Packaging’ Attracts Attention From Apple and Qualcomm, Potentially Opening a New Frontier for the Foundry Business

Samsung's DRAM Division Finally Sees Profitiability After Years of Struggle 1

Memory Markets Have Entered a “Panic Buying” Phase as Vendors Like ASUS and MSI Rush to Stock Up on RAM Inventory

Intel sign lit up in the evening with a person's monochrome portrait overlaid beside it.

Intel–OpenAI Partnership Is Possible but “Unlikely in the Near Term,” With Team Blue’s AI Chip Performance Being the Main Barrier

A detailed view of an NVIDIA server rack with an open tray, exposing internal components and cooling pipes, against a dark background.

NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins

Elon Musk’s ‘Dramatic’ Chip Ambitions Have Already Started to Play Out, With an Advanced Packaging Plant Coming to the US by 2026

AMD CEO Lisa Su Speaks Out Against Fears Surrounding AI Investments, Claiming It’s the “Right Gamble”

A person in grayscale with a background of digital representations of the Chinese and U.S. flags.

NVIDIA’s Jensen Huang Warns It Would Be “Foolish” to Underestimate Huawei’s Rapid Rise in the AI Industry

A man in a suit against the backdrop of a factory or industrial setting with orange-tinted lighting.

Elon Musk’s Plan to Build Chip Fabs Isn’t About Competing With TSMC — It’s Driven by a Much Bigger Mission, Claims Analyst

Intel’s AI Chief Sachin Katti Gets Poached by OpenAI, Raising Doubts About Team Blue’s Future in the AI Industry

A person in a suit stands in front of a colorful semiconductor wafer backdrop.

Intel’s Foundry Revenue This Year Was a Staggering 1000× Lower Than TSMC’s, as the Struggling American Chipmaker Bets on 18A & 14A to Survive

NVIDIA's CEO Jensen Huang

“There Are No Dark Fibers in AI”: NVIDIA’s Jensen Huang Rejects Dot-Com Bubble Parallels, Arguing the AI Frenzy Is Built on Real Demand

Intel US

Intel Files a Lawsuit Against Former Employee Who Stole “Top-Secret” Data After Being Fired from a Position He Held for More Than a Decade

Two individuals in red shirts smiling at an event.

“No TSMC, No NVIDIA,” Stresses CEO Jensen Huang as He Highlights the Importance of the Taiwan Chip Giant for the AI Industry

NVIDIA’s Explosive AI Chip Demand Pushes TSMC to Boost 3nm Production by a ‘Whopping’ 50%, Preparing for Next-Gen Rubin Lineup

NVIDIA CEO Jensen Huang Pushes Back on Elon Musk’s ‘Bold Plans’ to Build a Chip Fab, Saying What TSMC Does Is “Extremely Hard”

Elon Musk Hints at a Massive Intel-Tesla Foundry Deal, Saying It’s Worth “Having Discussions” With Team Blue

Person presenting AMD chip technology at a tech event.

AMD Has Multiple “OpenAI-Scale” Customers Lined Up for Its AI Chips, Reflecting Massive Interest in the Next-Gen Instinct Lineup

TSMC Initiates Work on the ‘World’s Most Advanced’ Chip Fab, Worth a Whopping $48.5 Billion for High-End 1.4nm Process

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

“China Is Only Nanoseconds Behind the U.S. in AI,” Claims NVIDIA CEO Jensen Huang as the Firm Battles a High-Stakes Business Deadlock