semiconductors
Latest about semiconductors
Gartner's 2023 semiconductor revenue charts show Nvidia is up and Samsung is down
By Mark Tyson published
Gartner has published its preliminary worldwide semiconductor revenue charts for 2023. Nvidia's revenue increased by 56%, while Samsung's declined by 37.5%.
AMD stock reaches 52-week high - driven by AI demand and analyst optimism
By Mark Tyson published
AMD stock surged on Tuesday, reaching a 52-week high of $158.74. This represents better than an 8% gain in a day and moved AMD pretty close to its all-time high. Nvidia stock was also up by 3%.
Analysts warn China's aggressive chip fab expansion could lead to future price war
By Anton Shilov published
China's aggressive fab expansion can create oversupply of mature process technology capacity.
Taiwanese 'CHIPS Act'-Line law enacted
By Anton Shilov published
Taiwan is set to subsidize semiconductor-related R&D as well as production CapEx.
China's chip output expected to double in five years, Barclays says
By Anton Shilov published
As China builds more semiconductor fabs than other countries, its chip output could double in five years.
TSMC won't adopt advanced High-NA EUV chipmaking tools until 2030 or later
By Anton Shilov published
According to China Renaissance, TSMC might adopt High-NA EUV lithography for a post-1nm process technology in 2030 or later.
Semiconductor industry proposes new 'Chipmaker's Visa' for H1B program
By Anton Shilov last updated
American semiconductor industry needs tens of thousands of foreign workers, so the government has to alter H1-B visa program, U.S. chipmakers believe.
Huawei's 5nm Kirin 9006C laptop chip was reportedly produced by TSMC in 2020, dispelling production rumors at Chinese fab SMIC
By Anton Shilov published
Teardown reveals that SMIC did not produce Huawei's 5nm Kirin 9006C laptop processor, it was TSMC in 2020.
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