Tag: semiconductor

Intel has spent the better part of a decade falling behind. The company that once dominated semiconductor manufacturing missed the mobile revolution, fumbled advanced process nodes, and watched rivals TSMC and Samsung capture the most lucrative...
TSMC reveals 3nm capacity is sold out through 2028. The GigaFab expansion aims to double advanced-node production — but not in time to prevent three years of tech bottlenecks.

Cognichip Raises $60M to Let AI Design Its Own Chips

What if the biggest bottleneck in AI — semiconductor design — could be solved by AI itself? That is the bet Cognichip is making....

TSMC’s 2nm Crisis: The Chip War That Could Reshape AI

TSMC's 2nm Crisis: The Chip War That Could Reshape AI TSMC, the world's most advanced chip manufacturer, just hit a wall. Their 2nm production lines—where...

Who Wins If Teslas Terafab Succeeds? The Investment Playbook

Who Wins If Tesla's Terafab Succeeds? The Investment Playbook Tesla's Terafab launches March 21. If Elon Musk pulls off a $10 billion chip factory, the...

Teslas Terafab: Elon Musks 10 Billion Bet on AI Chip Independence

Elon Just Declared War on Nvidia Tesla's Terafab launches in 7 days. It's a $10 billion factory that could break Nvidia's chokehold on AI. Here's...

Meta’s Modular AI Chip Gambit: Why Everyone Is Building Their Own Silicon to Escape Nvidia

Meta just announced custom AI chips with a modular design that can be swapped and upgraded. It's the latest move in a massive trend:...

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