By now, TSMC has become a much bigger chipmaker than Intel has ever been, but the world’s top foundry still calls its American peer a ‘formidable’ competitor.
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China’s YMTC is expected to start operations at its Phase 3 Wuhan fab late this year as the first leading-edge memory plant built to comply with Beijing’s unwritten 50% tooling requirement.
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China’s Yangtze Memory Technologies plans to build two fabs beyond the Phase 3 plant that it’s due to complete in Wuhan this year.
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If these “billions per year” in deals close, it’d mark quite the turnaround for Intel Foundry, which generated just $307 million in external revenue last year.
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Taiwan’s National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.
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As Intel joins Elon Musk’s TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.
Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.
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Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China’s military, such as CXMT, Huawei, SMIC, and YMTC….
While browsing our website a few weeks ago, I stumbled upon “How and When the Memory Chip Shortage Will End” by Senior Editor Samuel K. Moore. His analysis focuses on the current DRAM shortage caused by AI hyperscalers’ ravenous appetite for memory, a…
New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
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