TSMC working towards a future with trillion-transistor chips, 1nm-class manufacturing
It says its monolithic designs could reach 200 billion transistors by 2030
Chipmakers articles
TSMC progresses with 2nm manufacturing process, anticipates gradual implementation
The ecosystem for the new process is almost ready, with a few missing bits here and there
Are Microsoft and OpenAI making moves to enter the AI chip market?
Both companies are investigating ways to reduce reliance on Nvidia's AI technology
Tech giants Amazon, Apple, and Samsung could be major investors in Arm's IPO
Arm is expected to go public this year with a blockbuster IPO that could value the company at $60 billion
Samsung's 4 nm process node achieves yield rates of 75 percent
The Korean company has been working hard to beat TSMC, but will that effort pay off?
Marketing a CPU in a multi-polar world
There are no easy answers in this very complex, rapidly moving environment, but there is some hope
The AI chip market landscape: Choose your battles carefully
There are three markets for AI chips: training, cloud inference and edge inference. All of them are already fairly crowded
Taiwan wouldn't tolerate US attempts to bomb TSMC in event of China takeover
Comments about the fate of TSMC during a Chinese invasion escalate further
Opinion: Everybody wants to software
In context: For years, hardware makers have observed the attention and valuation multiples enjoyed by software companies with envy. Employees at hardware companies have also longed for the fancy perks their peers receive at software companies, while their hardware teams are fortunate to even have coffee at work. Software may be eating the world, but does that mean only software companies get foosball tables at work?
Latest Cadence tools bring generative AI to chip and system design
Specialized generative AI versus general-purpose language-based offerings
Blurred lines: the difference between fabless and foundry companies
A rose by any other name
Chinese companies are filling warehouses with chipmaking equipment in preparation for more restrictions
Japan and the Netherlands will soon join the US in restricting exports to China
When it comes to semiconductors, leading is not everything
Direct and collateral effects of the CHIPS act
Editor's take: Undeniably, we usually spend a lot of time talking about leading edge semiconductor manufacturing. This is a common mistake that everyone falls into when discussing semis, one which we are as guilty of as anyone. The world is rightly focused on the scarcity of companies capable of operating at the leading edge, but there is a lot more to semis.
Intel CEO Pat Gelsinger says semiconductors will become more important than oil in geopolitics
Big quote: It's often said that there are three significant influences on global politics (and wars): oil, land, and religion. According to Intel boss Pat Gelsinger, semiconductors will join that list and become more important than the location of oil reserves for the next five decades.
Falling demand for hardware hits TSMC as Nvidia, AMD, others slash orders
Economic downturn finally catches up to TSMC
Huawei patents EUV lithography tools used to make <10nm chips
Another step towards technological self-sufficiency
How did TSMC get so good?
There is no simple answer, but we think there are a few factors that really stand out...
The big picture: By now, we are all familiar with the fact that TSMC is, by far, the most capable semiconductor manufacturer in the world, with all the entails for the industry and geopolitics. And as this reality sets in, many people have been asking us how did they get so good?
Rethinking auto manufacturing: Poised for disruption?
Automakers have already tried every manufacturing model, and yet...
Samsung will manufacture 3nm chips for Nvidia, Baidu, Qualcomm and IBM
In context: Samsung will use its most advanced manufacturing process to make chips for four well-known technology companies. The race to overtake TSMC as the world's largest chip foundry is on, while geopolitical conflicts are tearing the old economic balance apart.
Home Depot for DIY Chips: What's the going trend?
The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
Opinion: The Android-ification of Cars
Cars are still less than 10% revenue for most chip companies
Why it matters: Over the past few years the semis industry has become somewhat obsessed with autos. Every major chip company now dedicates a fair amount of coverage to cars in all their investor presentations. Or at least it seems that way. In part that reflects a genuine growth in auto semis, and in part the tapering of growth in many other categories like mobile, PCs, etc.
Chinese chipmaker YMTC is asking American employees to leave the company
The result of US sanctions against China
US-China semiconductor battle: Second and third order consequences
Not so obvious ripple effects
Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question – what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.
Commerce secretary warns of deep recession if the US loses access to Taiwan-made chips
A potential scenario if China ever invades Taiwan