Semiconductors
Latest about Semiconductors

Google TPUs garner attention as AI chip alternative, but are only a minor threat to Nvidia's dominance
By Luke James published
Premium Meta’s reported deal with Google shows a growing interest in alternative AI hardware, but Nvidia says its platform remains unmatched.

EUV laser-maker Trumpf explores quantum computing to improve laser tech
By Anton Shilov published
Can quantum computing help with simulating quantum mechanics?

TSMC confirms September power outage at Fab 21 in Arizona
By Anton Shilov published
A supplier power fault briefly stopped TSMC’s Fab 21 in Arizona and led to some wafer losses. But TSMC has learnt from the occurrence, says the company.

TSMC sues former executive over defection to Intel, says it's highly likely he stole trade secrets
By Anton Shilov last updated
TSMC initiates legal action against Wei-Jen Lo, who retired from TSMC this summer, signed a non-compete agreement, but subsequently joined Intel as Executive Vice President.

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.
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