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Tuesday 19 November 2024
Tech giants navigate Trump's return: stand up or stay silent?
Trump's return to the presidency has drawn significant attention, with his potential appointments already creating waves across the global tech industry. The impact has extended to...
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Weekly news roundup: Intel-AMD merger plan faces market doubts, antitrust scrutiny
Semiconductor Week in Review (Nov 10 - 16): In a week dominated by seismic shifts in the semiconductor landscape, TSMC's suspension of sub-7nm chip supply to Chinese AI firms and...
Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments...
Tuesday 12 November 2024
Intel's German fab plans face setbacks amid the collapse of governing coalition
While global attention focuses on the US presidency transition, Germany's "traffic light" coalition government collapsed on November 6.
Tuesday 12 November 2024
Pat Gelsinger seeks stronger CHIPS Act backing from incoming Trump administration
Since assuming the role of Intel CEO in 2021, Pat Gelsinger has actively collaborated with government leaders to advance the CHIPS Act, a 2022 initiative aimed at boosting US semiconductor...
Monday 11 November 2024
Weekly news roundup: TSMC's Arizona milestone looms as global chip industry navigates political, technical crossroads
Semiconductor Week in Review (Nov 3 - 9): The semiconductor industry faces a transformative moment as TSMC readies its Arizona fab's politically-charged December opening and Intel's...
Friday 8 November 2024
Trump's win sets off race to complete Chips Act subsidy deals
The Biden administration is racing to complete Chips Act agreements with companies like Intel Corp. and Samsung Electronics Co., aiming to shore up one of its signature initiatives...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
Friday 8 November 2024
TSMC's strategies to navigate as second Trump term looms
Following Donald Trump's election victory, TSMC's future operations face heightened uncertainty. While TSMC has increased its market share in advanced processes due to chip export...
Wednesday 6 November 2024
Intel CEO briefly visits Taiwan to finalize 3/2nm production capacity at TSMC
Intel CEO Pat Gelsinger was recently in Taiwan for a brief visit to meet with TSMC chairman C. C. Wei at the Hsinchu Science Park (HSP), according to sources familiar with the matt...
Wednesday 6 November 2024
To split or not to split: Intel's dilemma has no clear-cut solution
Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable...
Tuesday 5 November 2024
x86 Alliance takes shape as Intel and AMD join forces in AI era
In a bid to counter the rising influence of Arm in the PC and server processor markets, Intel and AMD have joined forces to establish the x86 Ecosystem Advisory Group. Announced at...
Tuesday 5 November 2024
Semiconductor supply chain examines how US election affects TSMC and Intel
The upcoming US presidential election is poised to significantly influence the prospects of TSMC and Intel.