Semiconductors
Latest about Semiconductors

Taiwan's $3.2 billion plan for 'AI island' with data centers, quantum hubs and AI robotics labs faces risks
By Luke James published
Premium Taiwan has confirmed it will allocate over NT$100 billion — around US$3.2 billion — for a multi-year national AI infrastructure plan, to become a global leader in AI compute and hardware by 2040.

TSMC's CoWoS packaging capacity reportedly stretched due to AI demand
By Luke James published
Premium As TSMC hits a supply-side wall with CoWoS, Intel may be positioned to provide reprive with EMIB and Foveros.

Huawei claims new software can 'create an analogue AI chip 1000 times faster than Nvidia’s chips'
By Luke James published
Huawei has introduced Flex:ai, an open-source orchestration tool designed to raise the utilization rate of AI chips in large-scale compute clusters.

TSMC says advanced‑node capacity falls ‘about three times short’ of AI demand
By Luke James published
TSMC Chairman-CEO C. C. Wei says capacity is roughly three times short of what its major customers plan to consume.

Huawei's Ascend AI chip ecosystem scales up as China pushes for semiconductor independence
By Luke James published
Premium Huawei’s in-house Ascend processors and their surrounding supplier network are being positioned as the foundation of a national effort to build an independent, fully domestic semiconductor ecosystem.

Intel CEO rejects reports the company is obtaining TSMC secrets from former executive
By Anton Shilov published
Intel CEO Lip-Bu Tan dismisses speculation that former TSMC executive Wei-Jen Lo could have brought advanced TSMC process secrets to Intel.

Microsoft unveils Azure Cobalt 200 CPU, in-house chip targets higher performance and deeper integration
By Luke James published
Premium Microsoft has revealed its next major in-house server processor, the Azure Cobalt 200, a 132-core Arm-based CPU built on TSMC’s 3nm process.

Netherlands suspends Nexperia takeover order as China eases export curbs
By Luke James published
The Dutch government has suspended its emergency order to oversee chipmaker Nexperia, returning operational control to Chinese parent company Wingtech.
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