Semiconductors - Page 7
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
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The Semiconductor Revolution: 2026s Game-Changers in Chips and AI
From geopolitical supply chain battles to Arm's AI data center CPU, 2026 is redefining the semiconductor landscape. What does this mean for the future of technology?
TSMC 3nm Capacity Crisis: Why the World’s Biggest Chipmaker Is Building a GigaFab
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.
The MATCH Act: Washington Just Escalated the Chip War — And ASML Is in the Crosshairs
The MATCH Act: Washington's Newest Weapon in the Chip WarOn April 2, 2026, a bipartisan group of U.S. lawmakers introduced a bill that could reshape the global...
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. The startup just...
Reports Say TSMC’s 2nm Lines Are Booked to 2028; Samsung Seeks Orders
Korean press reported in March that TSMC's 2nm capacity is booked to 2028. TSMC's Q3 results show 2nm at 8% of wafer revenue. Samsung's pitch.
Samsung’s $73 Billion AI Chip Gambit: Why Memory Is the New Oil
Samsung's $73 Billion AI Chip Gambit: Why Memory Is the New OilThe Korean giant's massive bet validates what tech investors have suspected all along: semiconductors aren't just...
Who Wins If Teslas Terafab Succeeds? The Investment Playbook
Who Wins If Tesla's Terafab Succeeds? The Investment PlaybookTesla's Terafab launches March 21. If Elon Musk pulls off a $10 billion chip factory, the winners won't just...
Teslas Terafab: Elon Musks 10 Billion Bet on AI Chip Independence
Elon Just Declared War on NvidiaTesla's Terafab launches in 7 days. It's a $10 billion factory that could break Nvidia's chokehold on AI. Here's why the entire...
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: tech giants building...
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