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Semiconductor
Page 10 of 18
TSMC Reportedly Prepping To Build First 1.4nm Facility Ahead Of Schedule, With An Initial Investment That Could Soar To $49 Billion
NVIDIA Investors On Edge As AI Narrative Worth Trillions Of Dollars At Stake: $260 Billion Stock Gyration Expected
Apple Will Launch The A19 & A19 Pro Chipsets In Less Than Two Weeks; Which SoC Will Be Found In Every iPhone 17?
TSMC To Begin Full-Scale Production Of 2nm Wafers By Q4 2025, Apple Has Reportedly Secured Nearly Half Of The Initial Capacity
[Update] Morgan Stanley: NVIDIA GB200 NVL72 Racks Deliver A Profit Margin Of 77.6% Vs. -64% For AMD MI355X, While Entailing Nearly The Same TCO
Hassett Thinks Intel Will “Get Its Act Together” With Cash Inflow, But Morgan Stanley Contends There’s No “Quick Fix”
TSMC Is Removing Chinese Chipmaking Tools From Its 2nm Production Lines To Avoid Any Restrictions On Its Supply Chain From The U.S.
The US Government OKs $8.9 Billion For Intel Stake, Creates A Contingency If The Chipmaker Sells Over 49% Of Its Foundry Business
NVIDIA Reportedly Halts H20 GPU Production After The Chinese Politburo Becomes Hostile To The Chip
BofA: Intel Faces Stock Dilution And Chinese Pushback Risks From A US Government Stake
Intel CEO Lip-Bu Tan’s Inherited Disaster Won’t Go Away With A $2 Billion Investment, But With Time Only, Warns Investment Bank
It’s Not Just Intel: The US Government Is Now Reportedly Mulling A Stake In Micron, Samsung, And TSMC As Well
US Treasury Secretary: “There’s No Talk Of Forcing Companies To Buy From Intel,” Says The US Government Won’t Run The Struggling Chipmaker
SoftBank Invests $2 Billion In Intel As Part Of A Broader Move To Gain Exposure To “Semiconductor Innovation In The United States,” Discussed Buying Out Intel’s Contract Chipmaking Business
TSMC Latest Chips To Get Super Expensive With $30k/Wafer Tag – US Arizona Plant Becomes Profitable For Second Consecutive Quarter
China Reportedly Develops Lithography Machine, Not Comparable to ASML’s High‑NA EUV for Production
Market Disappointed As Trump Administration Mulls A 10 Percent Stake In Intel
Huawei’s Latest Datacenter Chip Continues To Use 5 Year Old Technology, Says Report
MediaTek’s Upcoming Dimensity 9500 Estimated To Contribute To A 33 Percent Increase In Flagship Chipset Shipments For 2025; China Expected To Be The Most Important Market
Intel Shares Spike As The Trump Administration Reportedly Mulls A Stake To Boost Domestic Chip Manufacturing Capacity
M4 Ultra Launch Not Scrapped, As Leaked Code Suggests That Apple Is Developing Its Most Powerful Chipset, And One That Will Likely Power A Future Mac Pro
Apple To Shift From InFO To Wafer-Level Multi-Chip Module Packaging For The iPhone 18’s A20 SoC In 2026, Reducing Unnecessary Production Costs As It Moves To TSMC’s 2nm Process While Boosting Efficiency & Yields
BofA: Intel’s Strategy Of Engaging Customers Early To “Form Demand Before CapEx Spend” Could Mimic The Lower Capital Intensity Of A “Fabless/Quasi-Fabless Semiconductor”
Intel’s Lip-Bu Tan Is Reportedly Scheduled To Meet Trump On Monday To Clarify His Ties To China
Japan’s Rapidus Has Two Years To Begin 2nm Mass Production, Claims Researcher, And If There Are Setbacks, The Region Will Lose The Technological Advantage To Taiwan’s TSMC And South Korea’s Samsung
Taiwan Is Now Investigating Over A Dozen China-Based Companies For Illicitly Poaching Local Talent
After NVIDIA And Apple, South Korea Declares That Samsung And SK Hynix Are Also Exempt From Trump’s 100 Percent Tariffs On Semiconductors
TSMC Has Fired Several Employees Who Were Allegedly Leaking Trade Secrets Surrounding Its Cutting-Edge 2nm Process Development & Production, Matter Being Treated As A National Security Incident
Intel’s Credit Rating Slashed To Just 2 Notches Above Junk Status: Fitch Now Wants To See “Successful Product Ramps” And “Net Debt Reduction” For A Re-Rating
TSMC Will Have Four 2nm Fabrication Plants Reportedly Working At Full Capacity Next Year, With A Combined Monthly Output Of 60,000 Wafers; Increased Production Will Not Bring Any Relief To Customers
Samsung Says Its Exynos 2600 Will Be The Company’s First 2nm GAA Chipset, But Only Says That Its NPU Performance Will Deliver Significant Improvements Compared To The Previous-Generation SoC
Qualcomm Says Its Chipset Business Revenue Has Already Grown By 15 Percent Without Apple, But An Analyst Says That It Is Not Because The Company Is Selling In Higher Volume
Susquehanna: AMD’s MI308 GPU Sales Boost Revenue: $800M Added Back to H2 2025 Forecast, Gaming Segment Grows By Double-Digit Percent In Q2
MediaTek’s Flagship Chipset Revenue Reaches $3 Billion In Q2 2025 Thanks To Dimensity 9400 Sales, With A Projected 40 Percent Year-Over-Year Increase; Company Says 2nm SoC Tape-Out To Begin In Q3
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