Anton Shilov

The compute tile of Intel's Nova Lake CPU will be slightly smaller than compute tile of Arrow Lake CPU, but will likely be more expensive to make at TSMC.

Co-CEO of SMIC warns that massive data centers that are currently being built in the U.S. and other regions could end up sitting idle if some AI projects do not take off.

Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

Specifications of Intel's B960, Z970, Z990, Q970, and W980 platforms leak out, showcasing up to 48 PCIe lanes and an all-new chipset category.

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Intel seemingly discontinues its 'Intel On Demand' technology that let its customers activate certain accelerators inside Xeon CPUs after purchase.

Only 0.3% of cryptocurrency exchange transaction clients got rich as a result of a major error.

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.

Infineon reportedly notifies customers about price hikes effective April 1, 2026

Premium After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

Western Digital to give large customers a tool to manage storage fleets of 200+ PB consisting of SSDs, HAMR HDDs, and UltraSMR drives.

Western Digital reveals hard disk drives tailored for higher performance and lower power consumption, targeting QLC NAND-based solid-state storage.

Western Digital announces HDD roadmap till 2029 at its Innovation Day.

Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.

Silicon shield will remain with Taiwan.

Apple and Nvidia are reportedly working with Intel to produce some of their products in the U.S., but it is an open question which of their products Intel can actually make.

Micron's Fab 10B, now under construction in Singapore, promises to more than double the company's 3D NAND output from the region when it is fully operational in about 10 years.