TSMC’s ambitious Arizona semiconductor facility is facing a brutal financial reality check. Profits plummeted 99% quarter-over-quarter as US operating costs prove dramatically higher than anticipated. The high-stakes US chip manufacturing push is turning out to be far more expensive than anyone pred
Chinese chip maker Loongson has started development of its 3D7000 server CPU family featuring chiplets with over 32 cores each. The processors will use sub-10nm process technology and include support for DDR5 memory and PCIe 5.0 interfaces. Production is expected around 2027-2028 for China’s domesti
According to a Taiwanese official, TSMC’s massive US expansion was strategically necessary to prevent American customers from shifting support to Intel. The $165 billion investment essentially blocked Intel from becoming Washington’s primary chipmaking partner. This reveals the geopolitical chess ga
Elon Musk wants Tesla to build its own chip fabs called TeraFab to produce AI5 and AI6 chips. Analyst Ming-Chi Kuo says this isn’t about competing with TSMC but addressing Taiwan concentration risks. The move would give Tesla more control over chip R&D and production flexibility.
Intel’s foundry business is bringing in just $120 million this year while TSMC dominates the market. The struggling chipmaker is betting everything on its 18A and 14A processes to survive against the Taiwanese giant.
AMD hosts its first financial analyst day in three years on Tuesday with Wall Street expecting major AI announcements. The chipmaker’s shares are up 104% year-to-date but have slipped recently on margin concerns. Analysts are watching for updates on AMD’s AI total addressable market and new customer
The AI boom that disrupted GPU and DRAM markets is now hitting NAND flash storage. Phison’s CEO calls current demand “shocking” and unlike anything seen before, with prices already surging 50-75% for TLC NAND. Consumer SSD costs are expected to rise dramatically in coming months.
Montage Technology has launched a high-end DDR5 clock driver that supports memory speeds up to 9200 MT/s. This represents a significant jump from their previous 7200 MT/s chips and prepares the ground for next-generation computing platforms. The technology improves clock synchronization and signal i
Qualcomm’s CEO Cristiano Amon revealed during the Q4 2025 earnings call that the company assumes a 75% share with Samsung for the Galaxy S26. This follows the Galaxy S25 being 100% Snapdragon due to Samsung’s foundry issues. The key word here is “assumption” – not a confirmed strategy shift.
Nvidia CEO Jensen Huang has intensified warnings about the US falling behind China in AI development. He cites “cynicism” in the West and China’s government subsidies as key factors. The comments come as US restrictions continue to limit Nvidia’s chip sales to Chinese firms.
