News Analysis
Latest News Analysis

Nvidia's Arm chips rapidly gain share in server market as AI booms
By Anton Shilov published
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
By Anton Shilov last updated
News Analysis TSMC's N2 and A16 may have no rivals

Micron details new U.S. fab projects — HBM production coming to America
By Anton Shilov published
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
By Anton Shilov published
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
By Anton Shilov published
News Analysis Some manufacturers opt to stay private, though.

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance
By Anton Shilov published
News Analysis Intel bets big on 18A

How AMD’s partnership with Microsoft could help Team Red stay competitive against Nvidia
By Jon Martindale published
News Analysis AMD gets gaming deal boon after gaming revenues fall

Imec's next-gen high-speed chip transistor addresses manufacturing concerns — outer wall forksheet design simplifies production, but may sacrifice density
By Anton Shilov published
News Analysis New design could inform CFET transistor production.
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