Industry Page 14 of 57

All posts related to the industry in general.

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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”

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

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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

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“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

Person holding a chip on stage with partial text AMD.

AMD “Surprisingly” Receives Export Licenses for China-Specific Instinct MI308 AI Chips, While NVIDIA Remains in Deadlock

China Is Actually Subsidizing Electricity to Cover Up the ‘Terrible’ Power Efficiency of Domestic AI Chips, Slashing Data Center Bills by Up to 50%

Brands including Acer, ASUS, and Nvidia listed on stage.

NVIDIA’s “Made in USA” Pursuit Wouldn’t Have Been Possible Without Its Taiwanese Partners Like TSMC, Says CEO Jensen Huang

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Amazon Enters a Mega-Deal With OpenAI to Provide NVIDIA’s GB200 & GB300 AI Servers in a ‘Surprising’ Seven-Year Agreement

NVIDIA Gets The "Green Signal" By US To Sell Cutting-Edge H100 AI GPUs To The UAE Firm G42 1

Forget China — NVIDIA’s AI Chips Are Now Heading to the UAE as Microsoft Receives ‘Pivotal’ Approval from the Trump Administration

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NVIDIA’s Hopes of Reentering China Die ‘Once Again’ as President Trump Blocks Sale of Blackwell AI Chips to Beijing

TSMC Estimated to Raise Advanced Chip Prices By Up to 10%, Driven By ‘Gigantic’ Demand From Mobile & HPC Customers

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Microsoft CEO Doesn’t Want to Buy NVIDIA’s AI GPUs “Beyond One Generation,” Hints at a Compute Glut Driven by Energy Constraints

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President Trump Calls Himself a “Referee” in NVIDIA–China Hostilities as Blackwell Chip Is Brought to a Standstill by Beijing’s Reluctance

Intel's CEO Lip-Bu Tan with Intel building in background

Intel’s Potential Acquisition of SambaNova Could ‘Catalyze’ the Company’s AI Comeback — But It May Cost At Least a Hefty $5 Billion

“Biden Administration Policies Led to a 0% Market Share in China”, Claims NVIDIA’s Jensen Huang, as He Hopes for a Breakthrough in the Region

Samsung HBM4 Memory In Development For 2025 Debut: 16-Hi Stacks & 3D Packaging 1

Samsung Strikes a Crucial Deal with NVIDIA For Next-Gen HBM4 AI Memory, Validating Its Process as the Industry’s Fastest With 11 Gbps Speeds

Intel’s Ex-CEO Pat Gelsinger Praises NVIDIA’s US-Made Blackwell Wafer, Applauds Efforts to Revive Domestic Chip Manufacturing