Industry Page 16 of 57

All posts related to the industry in general.

Intel’s Former CEO Pat Gelsinger Warns That Money From the U.S. and NVIDIA Won’t Matter If It Doesn’t “Fill the Fabs” — A Goal Still Unmet

Intel’s Panther CPU Mobile Lineup & 18A Chip Are Among the Last Traces of Former CEO Pat Gelsinger; A Dream He Didn’t Finish But Defined

Silicon wafer inside a semiconductor manufacturing machine.

TSMC Could Be Barred From Selling Chips To the U.S. Under China’s Newest ‘Rare Earth’ Export Control Measures, Disrupting the AI Industry

TSMC building

TSMC Dominates Global Foundry Market With a ‘Jaw-Dropping’ 71% Share, Leaving Rivals Little Room to Compete

Person on stage holding a large NVIDIA chip with the text Grace on the screen behind.

NVIDIA’s CoWoS Demand Is Expected to See a Massive Yearly Rise, Driven By Strong Blackwell Orders & Upcoming Rubin AI Lineup

NVIDIA CEO Jensen Huang WIth a Chinese Flag Behind

China Escalates Crackdown on NVIDIA AI Chips, Intensifying Customs Inspections of RTX 6000D & H20 Models

Intel Becomes the First to Produce the World’s Most Advanced Chips in the US; Announces Fab 52 to Be Fully Operational For Cutting-Edge 18A

NVIDIA Is Still Working Upon Securing AI "HBM" Memory Supply From Samsung, Despite Recent Setbacks 1

NVIDIA Taps Samsung For HBM3E Supply In Blackwell Ultra GB300 AI Systems, Marking a Major Win For the Korean Giant

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

OpenAI CEO Sam Altman Says Tech Giants Should Rely on TSMC to Expand Chip Capacity, Rather Than Turning to Intel For Now

“Intel Was on a Mission to Kill Us For 33 Years But We Are Lovers, Not Fighters,” Says NVIDIA’s CEO Jensen Huang

A person in a red jacket holds an unbranded chip on stage, while another person in a leather jacket holds an unbranded motherboard.

“Clever, I Guess”: NVIDIA CEO Jensen Huang Reacts to AMD’s Decision to Offer OpenAI a 10% Ownership Stake For an Unfinished Product

Two unknown people are in front of a colorful, patterned background, with one holding an unbranded processor chip.

AMD’s CEO Walks a Fine Line on Potential Intel Partnership, Highlighting TSMC Commitment While Avoiding an Outright Rejection

Silicon wafer inside a semiconductor manufacturing machine.

TSMC’s Plans For Next-Gen Chip Production Surfaces Up; 2nm To Arrive In Arizona As Soon As Next Year, A14 (1.4nm) Slated For 2028 in Taiwan

AMD’s OpenAI Partnership Signals Massive Optimism Around Next-Gen Instinct MI450 AI GPUs, Setting Up Fierce Competition for NVIDIA

Unbranded server rack with cables and a server tray extended.

NVIDIA Might Switch Up Cooling Solutions With Next-Gen Rubin Ultra as It Battles Thermal Constraints

Unbranded person wearing a microphone on stage with blue background.

ARM CEO Rene Haas Claims That Time Has Punished Intel For Falling Behind the Chip Race & Now Catching Up To TSMC Is “Very Hard”

Huawei has developed its own EDA tools to mass produce the Kirin 9020

Huawei Executive Says Chip Process Isn’t Key to Scaling Compute Capabilities, Claims 3× Higher Efficiency Than NVIDIA’s H20

Intel US

Intel Is the “Insurance Policy” For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst

A person is standing on stage in front of a large digital screen displaying a futuristic architectural design.

NVIDIA’s ‘Ambitious’ Plans to Build a Taiwan HQ Reportedly Stalled by Political Disputes & Ownership Concerns

Jim Keller Says That Tenstorrent Is Going After AI Markets That Aren't "Served Well" By NVIDIA 1

‘Iconic’ Chip Expert Jim Keller Says Intel Is Being Considered For Cutting-Edge Chips, But They Have a Lot to Do to Deliver a Solid Product

China's YMTC & CXMT Are Doubling Wafer Output in an 'Epic Expansion,' Yet Buyers Are Scrambling to Prepay for Supply 1

AI Sparks a ‘DRAM Supercycle’ After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs

Two unknown people are in front of a colorful, patterned background, with one holding an unbranded processor chip.

Intel Is Pursuing AMD To Secure It As a Foundry Customer, Implying that Team Blue Is ‘Heavily Confident’ With Upcoming 18A & 14A Nodes

Japan’s Rapidus Secures ‘Major’ American Customers for Its 2nm Process, Ramping Up the Race Against TSMC and Intel

OpenAI CEO Sam Altman says that OpenAI tried to poach his employees with extremely attractive offers

OpenAI CEO Sam Altman Pays ‘Secret Visit’ to Taiwan, Reaching Out to TSMC For the ‘Highly-Ambitious’ In-House AI Chip Project

TSMC building

TSMC Fast-Tracks Production of Cutting-Edge Nodes in The US, With A16 (1.6nm) To Now Debut a Year Earlier Amid US-Taiwan Parity Pressure

TSMC building

TSMC Would Be Wiser to Invest Directly in America, Rather Than Getting Entangled in Partnership With the Likes of Intel, Says Analyst

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

TSMC’s 3nm and 5nm Production Is Reportedly Projected to Be ‘100% Booked’ by Next Year as Chips Become a Scarce Resource for Big Tech

"I Produce The Lowest Cost Tokens In The World" Says NVIDIA CEO As He Highlights The Full-Stack Approach To AI

“No One Needs Atomic Bombs, Everyone Needs AI,” Says NVIDIA CEO, Highlighting the Importance of Sovereign AI for Nations Around the Globe

President Trump’s New Chip Policies Could Force TSMC to Put U.S. and Taiwan Production on Equal Footing, Or Face a Huge Tariff Shock

YMTC 128L QLC 3D NAND chip resting on an orange circuit pattern background.

China’s YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region

Intel 18A Process Node Offers 25% Higher Frequency At ISO & 36% Lower Power At Same Frequency Versus Intel 3, Over 30% Density 1

After NVIDIA, Intel Is Reportedly Looking To Partner Up With Apple In a Potential Deal That Might Be Huge For The Foundry Division

Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A

Colorful silicon wafer displayed on glittery black surface.

TSMC Reveals Their Cutting-Edge A14 (1.4nm) Has Reached Yield Performance Ahead of Schedule & Features Huge Upgrades Over 2nm Process

Person on stage holding a large NVIDIA chip with the text Grace on the screen behind.

OpenAI Announces Integration of NVIDIA’s Vera Rubin AI Platform, NVIDIA Announces Investing a Whopping $100 Billion