Apple's A20 Pro production is going smoothly, except DRAM supply is bottlenecking iPhone assembly
TSMC is sitting on $1 billion worth of finished iPhone chips with nowhere to go
TSMC plans up to 10% price increases on advanced and mature nodes starting in 2027
Price hikes could affect 7nm chips as well as older 12nm, 16nm, and 28nm nodes
TSMC plans include at least four more 2nm fabs in $100 billion Arizona expansion
The investment could eventually bring the Arizona campus to 10 fabs and two advanced packaging plants
TSMC posts blowout $39 billion quarter, raising the same old AI question: is this sustainable?
TSMC posts $39.6 billion in Q2 revenue, up 36% year-over-year on AI chip demand
Intel stock jumps after report claims Google ordered 3 million AI chips
Google, Nvidia and Tesla are all exploring or committing to Intel
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
TSMC workers threaten Samsung-style strike over rumored bonus cuts despite record profits
TSMC says bonuses have not been cut and promises faster growth next year, but workers are still angry
AMD targets TSMC's A14 node for Zen 7, pushing server chips into the angstrom era
Zen 7 also brings AVX10, matrix extensions for AI workloads, and next-gen chiplet packaging
AMD's 256 core Epyc Venice enters production on TSMC's 2nm node
The Zen 6 server chip promises major gains in AI throughput, memory bandwidth, and power efficiency
ASML says first silicon from its latest $400M High-NA EUV machines is just months away
"Coming soon to a fab near you"
Intel isn't done with Raptor Lake, will keep 14th-gen chips in production
Dual support for DDR4 and DDR5 memory keeps the aging platform competitive
Japan's Rapidus ramps up 2nm chip plans while eyeing factories on the Moon
With working prototypes, fresh funding, and IBM support, the company is aiming for mass production by 2027
Chip foundry market hit $320 billion in 2025, driven by AI demand
TSMC is cashing in on the AI boom like no one else
TSMC's 3nm capacity is now reserved for its biggest customers only
Capacity crunch leaves much of the chip industry waiting in line
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
Apple is quietly assembling a US chip supply chain, one layer at a time
New fabs, wafer plants, and packaging campuses show Apple reshoring high-value silicon work while iPhone assembly stays overseas
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.
Trump administration considers linking chip tariff exemptions to TSMC's US investment expansion
TSMC's US bet may shield Amazon, Google, Microsoft from new chip tariffs
Intel's 18A process works, now it has to convince the industry
PowerVia gives Intel a technical edge, but customers are hesitant
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
Nvidia has overtaken Apple as TSMC's largest customer, Jensen Huang says
Jensen eyes a trillion-dollar AI future
TSMC struggles to meet surging AI chip demand amid data center boom
Ripple effect: While critics and PC enthusiasts are cheering for the AI bubble to burst, Big Tech and enterprise ventures cannot buy AI accelerators fast enough. In fact, even one of the world's most important chip manufacturers is now facing significant issues with its ability to meet customer demand.
TSMC's 2nm N2 process officially enters volume production
Fabrication starts at the Kaohsiung plant with expansion to a second site in 2026
Intel could return to Macs and iPads by 2027, but this time as Apple's contract chipmaker
Apple tests Intel's 18AP node as US fabs chase M-series work