The Trump administration suspects an ASML chipmaking machine made it into China. ASML says that's impossible.
The Dutch chip equipment giant says it can track every EUV system in the world in real time
Semiconductor articles
The Real Reason Nvidia Has Abandoned PC Gamers
Nvidia's shift away from PC gaming wasn't driven by AI alone. Slowing GPU gains, rising manufacturing costs, and longer upgrade cycles made gamers a far less attractive business.
Trump says Apple will work with Intel to build chips in the US
Intel could gain a major foundry customer as Apple looks to reduce its reliance on TSMC
What just happened? President Trump says that Apple has agreed to work with Intel to design and build its chips in America. In a Truth Social post, Trump complained that "Stupid Presidents" had "let Taiwan and others steal our Semiconductor Factories."
Samsung's foundry is booming as TSMC struggles with demand – bags Nvidia, Tesla, and Qualcomm as new clients
Google and AMD could also get their next-generation chips manufactured by Samsung
TSMC CEO says it will be "a long time" before they can meet AI chip demand, with price hikes likely
The chip crunch could run for years, unless the boom becomes a bubble
The chip industry is booming again, but only for companies building AI infrastructure
Silicon wafer shipments jumped 13% last year, and AI data centers are taking nearly all of it
ASML plans to build at least 60 EUV machines this year as AI chip demand surges
That is 36% above 2025 sales, with more cleanroom capacity and supplier scaling needed to keep pace
New terahertz technique lets engineers see inside running processors in real time
Modified lab equipment can map transistor activity inside a live processor without touching it
Intel tops $300 billion market cap for the first time since the dot-com boom
Intel hopes this turnaround will not end in another catastrophic crash
Chip foundry market hit $320 billion in 2025, driven by AI demand
TSMC is cashing in on the AI boom like no one else
A Supermicro co-founder is accused of smuggling $2.5B in AI servers to China
The AI chip trade is proving harder to police than policymakers expected
"Silicon" is a new coffee table book about the chip industry's origins and impact
Essays span everything from crystal growth to Nvidia's role in the AI boom
Broadcom sounds the alarm as chip demand is pushing TSMC to its limits
From wafers to lasers and PCBs, Broadcom highlights a widening shortage across the semiconductor ecosystem
Drone strikes halt a third of the world's helium supply, threatening chip production
The outage at Qatar's Ras Laffan facility is testing contingency plans across the chip industry
Nexperia China begins making its own chips after split with Dutch parent
Small-batch production of power and protection chips begins using 12-inch wafers
ASML looks beyond EUV, plans new tools for larger chips and 3D packaging
The company is exploring technologies to stack, bond, and scale chips beyond two-dimensional limits
Washington tells Silicon Valley the Taiwan chip risk is no longer theoretical
Taiwan's chip dominance has become America's biggest economic vulnerability
Why it matters: In closed-door briefings in Washington and Silicon Valley, national security officials have been blunt with executives from Apple, AMD, and Qualcomm: China is making plans to retake Taiwan, and even a blockade could choke off the island's chip exports and bring the US tech industry to its knees.
Intel's 18A process works, now it has to convince the industry
PowerVia gives Intel a technical edge, but customers are hesitant
Global chip sales are on track to hit $1 trillion thanks to AI
Chipmakers are optimistic, but unsure how long the AI build-out will last
After 12 years with TSMC, Apple explores new partners for chip manufacturing
Intel and other manufacturers may get a role as Nvidia's AI appetite strains capacity
ASML slashes 1,700 jobs even as demand for chipmaking machines hits record highs
CEO Christophe Fouquet is cutting bureaucracy, says the company grew too complex
A microwave-sized factory is now running in space and can hit 1,000°C
The goal is making far purer semiconductors in microgravity
US-China chip tensions cool as new semiconductor tariffs are delayed until 2027
Trump administration maintains that China is practicing unfair trade
The myth of China's stolen EUV machine meets reality: it hasn't made a single chip
Reports of China cracking EUV lithography were greatly exaggerated
Honda briefly shut downs factories as Nexperia chip feud isn't over yet
Even basic car chips are caught in a growing international tech dispute