Latest News Analysis
TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs
News Analysis No smoke without fire, or an unsubstantiated rumor?
Elon Musk confirms xAI is buying an overseas power plant and is shipping the whole thing to the U.S.
News Analysis Elon Musk's xAI is set to build million-GPU data center expected to draw up to 2 GW of power, prompting Musk to buy and import an entire power plant.
Samsung delays $44 billion Texas chip fab
News Analysis Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.
Nvidia's Arm chips rapidly gain share in server market as AI booms
News Analysis Server demand is expected to continue for the next four years.
Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival
News Analysis TSMC's N2 and A16 may have no rivals
Micron details new U.S. fab projects — HBM production coming to America
News Analysis Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.
Semiconductor industry faces critical talent crisis
News Analysis The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.
Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll
News Analysis Some manufacturers opt to stay private, though.
