Industry Page 4 of 56

All posts related to the industry in general.

TSMC Doubles Down on 2nm With Five Fabs Ramping at Once, Output Set to Eclipse 3nm by 2x

Intel, AMD & MediaTek Are Boosting CPU Production As Prices Continue To Increase & Lead Times Reach 1-Year Mark 1

Intel, AMD & MediaTek Are Boosting CPU Production But Prices Continue To Increase & Lead Times Reach 1-Year Mark

Intel Xeon 6 With AMX Accelerate Microsoft’s Azure Local, Scaling Deployments To 1000s of Servers

China Unveils Its 2 ExaFlops Supercomputer, Houses 47,000 CPUs Including Huawei Kunpeng & The Worlds Largest Liquid Cooling System 1

China’s LineShine Supercomputer To Hit 2 ExaFlops With 47,000 CPUs and Zero Reliance on Foreign Chips

Samsung 18-Day Strike Could Cut-Off DRAM & NAND Output By Up To 4%, & Recovery Will Take 2-3 Weeks

A person holding an Intel processor with a visible die and intricate circuitry, against a blurred background with diagonal

Intel Is Now Selling CPU Dies It Used to Throw in the Trash, as AI Demand Turns Scrap Into Profits

NVIDIA Taps Taiwanese Nanya Technology's LPDDR5X Memory For Vera Rubin Platform, Offering 3x Capacity & Over 50% Bandwidth Boost 1

NVIDIA Taps Taiwanese Nanya Technology’s LPDDR5X Memory For Vera Rubin Platform, Offering 3x Capacity & Over 50% Bandwidth Boost

TSMC's Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

TSMC’s Key CoWoS Packaging Supplier Drags Ex-General Manager to Court While Denying Any Tech Reached China

Intel's Revolutionary ZAM Memory, A Low-Power & High Density HBM Replacement, Receives Big Boost From Japan

Intel’s Revolutionary ZAM Memory, A Low-Power & High Density HBM Replacement, Receives Big Boost From Japan

TSMC A13 Node Shrinks Die Area By 6% Over A14, New Roadmap Lays Out A13 & A12 For 2029 As Taiwanese Giant Holds off on ASML's Cutting-Edge EUV Machines Due To High Costs

TSMC Maps Out A13 “1.3nm” & A12 “1.2nm” Nodes For 2029, Sidesteps ASML’s Priciest EUV Tools For Now

Intel 14A Wins Over Elon Musk As The "State of The Art" Process Tech To Be Deployed at TeraFab 1

Intel 14A Wins Over Elon Musk As The “State of The Art” Process Tech To Be Deployed at TeraFab

OpenAI Patent Reveals Custom AI Chip With 20 HBM Stacks, Using Intel EMIB-Style Bridges to Smash Current Limits

OpenAI Patent Reveals Custom AI Chip With 20 HBM Stacks, Using Intel EMIB-Style Bridges to Smash Current Limits

GDDR6 Memory Demand Surge Could Be Bad News For Sony's PlayStation 5 & Gaming GPUs

GDDR6 Memory Demand Surge Could Be Bad News For Sony’s PlayStation 5 & Gaming GPUs

SK Hynix Answers the HBM Shortage With a 32-Soccer-Field Mega-Fab, P&T7 Dedicated To HBM Production, Ready By 2028

Samsung chip labeled HBM and Logic on a circuit board background.

Samsung Postpones HBM5E Memory Production Indefinitely After D1d DRAM Yields Fall Short of Internal Targets

130,000 NVIDIA Rubin GPUs Are Being Deployed at Nscale For Microsoft, Further Showing Massive Interest In Next-Gen AI Chips 1

130,000 Rubin GPUs Are Being Deployed at Nscale For Microsoft, Further Showing Massive Interest In NVIDIA’s Next-Gen AI Chips

TSMC Is Pouring $56 Billion Into New Fabs, Yet CEO Wei Admits Shortages Will Drag Into 2027 and Beyond 1

TSMC Is Pouring $56 Billion Into New Fabs, Yet CEO Wei Admits Shortages Will Drag Into 2027 and Beyond

China's Premiere Memory Maker Hits HBM Roadblock As Domestic Makers Rush HBM3 Manufacturing

China’s Premiere Memory Maker Hits HBM3 Roadblock As Domestic DRAM Makers Rush HBM Manufacturing

Qualcomm CEO Flies to Korea, Hunting 2nm Wafers at Samsung and LPDDR Supply at SK Hynix 1

Qualcomm CEO Flies to Korea, Hunting 2nm Wafers at Samsung and LPDDR Supply at SK Hynix

AMD Taps GlobalFoundries for MI500’s Co-Packaged Optics as the Silicon Photonics Race With NVIDIA Heats Up

A close-up of a computer chip on a circuit board with large overlay text reading 'TPUv8'.

Google Splits TPUv8 Strategy Into Two Chips, Handing Broadcom Training and MediaTek Inference Duties

A large, green circuit board with four prominent chips is mounted vertically within a data center environment.

Google Reportedly Pulls Marvell Into a Two-Chip TPU Plan That Could Reshape AI Inference For ASICs

Memory Makers Will Only Meet 60% of DRAM Demand Through 2027, Locking In Years of Shortages and Price Pain

Microsoft’s Fairwater AI Datacenter Goes Live Early, Unleashing Hundreds of Thousands of NVIDIA Blackwell GPUs On The World

A presenter speaks on stage in front of screens displaying 'Delivering On Our Silicon Commitments' and 'intel 14A' at an Intel Foundry event.

Intel Expected To Land Big 14A Wins With Surprise Customers By The End of This Year

Makers of The World's Most Advanced Chipmaking Machine Also Say That Chip Demand Will Continue To Outstrip Supply For The Foreseeable Future

ASML Sees Memory Chip Orders Explode Past Logic for the First Time as DRAM Makers Scramble for EUV Slots

Elon Musk Tells TSMC's CEO That Terafab Wouldn't Exist if the Foundry Could Keep Up With His Chip Demand 1

Elon Musk Tells TSMC’s CEO That Terafab Wouldn’t Exist if the Foundry Could Keep Up With His Chip Demand

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

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

UMC Joins a Global Wave of Chipmakers Hiking Wafer Prices, Leaving Clients with Few Places Left to Turn 1

UMC Joins a Global Wave of Chipmakers Hiking Wafer Prices, Leaving Clients with Few Places Left to Turn

Samsung Slashes Its HBM Development Cycle from 2 Years to 1, Betting Its Future on AI Demand

Samsung Slashes Its HBM Development Cycle from 2 Years to 1, Betting Its Future on AI Demand

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD’s Instinct MI450 Reportedly Secures A Major AI Customer

A person in glasses is in front of a blue dotted background with the text 'Intel Foundry' visible.

Intel Foundry Lands a Samsung Veteran With 30 Years of Chip Experience, Betting He Can Fill Its Customer Gap

TSMC’s CEO Calls Intel a Formidable Competitor but Says No Shortcuts Exist in the Foundry Game

NVIDIA Wants Everyone To Rethink AI TCO, & Explains Why "Cost Per Token" Is The Only Metric That Matters 1

NVIDIA Wants Everyone To Rethink AI TCO, & Explains Why “Cost Per Token” Is The Only Metric That Matters