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'TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand
By Anton Shilov published
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come.

Trump introduces 25% tariff on export of chips, including Nvidia H200, AMD MI325X
By Bruno Ferreira published
Trump allows exports of Nvidia H200 and AMD MI325X chips with 25% tariff

AI chip design is pushing advanced chip packaging to its limits
By Luke James published
Premium As AI accelerators and HPC devices grow larger and more complex, advanced chip design continues to move away from the transistor and toward the package.

Intel is 'going big time into 14A,' says CEO Lip-Bu Tan
By Anton Shilov last updated
Intel's CEO says he expects 'great momentum in terms of yields and IP' on the company's 14A process technology.

Elon Musk wants to build a dirty 2nm chipmaking fab that you can smoke and eat cheeseburgers in
By Anton Shilov last updated
Elon Musk says that modern cleanrooms are built wrong, and if Tesla builds its own fab, he will be able to eat and smoke in that facility.

China’s top chip foundries move to consolidate as Beijing pushes semiconductor self-sufficiency
By Luke James published
Premium China’s leading contract chipmakers are pursuing large domestic acquisitions to expand capacity as Beijing doubles down on semiconductor self-sufficiency.

China calls Taiwan reunification "unstoppable," as military drills proceed
By Bruno Ferreira published
China calls Taiwan reunification "unstoppable" as military drills proceed.

U.S. allows TSMC to import chipmaking equipment to its China fabs
By Jowi Morales published
The U.S. is playing it safe when it comes to chipmaking tools entering China.
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