Semiconductor articles

E6 unveils copper-diamond composite for next-gen thermal management

Fujifilm to invest $640 million to boost semiconductor materials production

Intel's takeover dilemma: A Gordian knot of funding and politics

Editor's take: A takeover of Intel has become a Gordian knot. The company's factories require massive investments – billions of dollars and several years to fix – which most prospective buyers, companies or private equity firms aren't willing to handle. The US government has also poured a lot of money into these factories, making it politically difficult to shut them down. The problem is clear: no one wants the factories, but Intel can't be sold without them.

Intel Nova Lake and Clearwater Forest CPU samples appear in leaked shipping manifests

TSMC chip production impacted by 6.4-magnitude Taiwan earthquake, delays expected

Nvidia transitions to advanced CoWoS-L chip packaging, signaling a major shift for TSMC

TSMC CEO is optimistic about Arizona chip quality despite challenges, most advance tech will remain in Taiwan

Federal funding boosts US chip packaging with $1.4B in CHIPS Act awards

Axiom proposes Taiwan's semi giants to manufacture chips in space

Taiwan is finally allowing TSMC to build leading 2nm chips outside the country

Insiders say TSMC's Arizona fab is now producing AMD Ryzen 9000 CPUs

Apple's 3nm TSMC wafer costs soar to $18,000, more than tripling since the 28nm A7 chip

Canada aims to become a major player in rare earth mining for chips and batteries

Samsung loses Qualcomm contract to TSMC for making next-gen Snapdragon chips

Qualcomm wins landmark trial against Arm in chip license dispute

Intel foundry customers have successfully powered on 18A node engineering samples

Why it matters: The success of Intel's upcoming 18A process node is critical to the company's future. After refuting reports of abysmal yield rates, Intel recently confirmed that 18A has reached a crucial milestone in its effort to regain competitiveness against semiconductor rivals Samsung and TSMC.

TSMC posts 34% revenue jump in November, riding high on AI demand

Former Intel CEO Pat Gelsinger defends Intel 18A amid rumors of poor yields

The big picture: During his tenure as Intel's CEO, Pat Gelsinger sought to correct a critical strategic misstep that allowed TSMC to surpass Intel in process technology. Gelsinger promised that Intel's 18A process would enable the company to reclaim its leadership in the foundry space, but that claim has faced scrutiny since Intel reset its guidance in July.

The real end of Moore's Law and the true cost of a monopoly

Intel breaks tradition, opens CEO search to outside candidates

What's next for Intel: Split, sell, or shut down the fabs?

In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.

Biden hits China with new export rules to curb its AI ambitions

Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period

Nvidia nearly doubles AMD's R&D budget – Intel's spending dwarfs both, but struggles to compete

The big picture: The competitive strength of hardware makers is often gauged by their research and development expenditure. However, an analysis of recent financial reports from various tech giants reveals that higher R&D spending does not always guarantee success. Intel's recent struggles and Nvidia's astronomical growth driven by the AI boom have broken conventional assumptions.