China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China’s industry cannot produce enough lithography tools, authorities tend to get flexible …

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TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power

TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping production at two new fabs to meet strong demand from various …

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TSMC’s average wafer prices increased by over 15% each year since 2019, report suggests — gross profit margins increase by 3.3x in 2025 alone, facing no real challengers

EUV lithography era in chipmaking began in 2019 and there are no signs that this is going to stop as process technologies are getting more complex. However, there are fundamental reasons why TSMC’s quotes are rising quicke…

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Nvidia gives Intel a lifeline with $5 billion common stock deal — September deal gets FTC approval for more than 217.4 million Intel shares at $23.28 per share

Intel has officially sold over 217 million of its common stock to Nvidia in a historic equity investment worth $5 billion. The stake was originally announced in September, after the U.S. government had invested its own $8….

Nvidia’s $20 billion Groq IP deal bolsters AI market domination — hardware stack and key engineer behind Google TPUs included in bombshell agreement

Nvidia has announced a $20 billion deal to acquire Groq’s intellectual property, though not the company itself, and absorb key members of its engineering team.
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IDC warns PC market could shrink up to 9% in 2026 due to skyrocketing RAM pricing — even moderate forecast hits 5% drop as AI-driven shortages slam into PC market

An IDC report revises earlier guidance, warning of a shrink in the PC market that could approach 9%.

FBI issues wanted notice for alleged North Korean remote IT workers accused of $900,000 crypto theft — $5 million reward up for grabs for information on DPRK-linked suspects

The FBI has published a public wanted notice naming four individuals accused of operating as fraudulent remote IT workers on behalf of North Korea.
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Louis Gerstner, the man who saved IBM, dies at 83 — industry mourns the passing of transformative CEO

Louis Gerstner, who took over IBM in 1993 as it stood on the brink of breakup and bankruptcy, died at 83, leaving behind a legacy defined by preserving IBM as an integrated company and changing its direction nearly entirel…

TSMC chipmaking factories rocked by magnitude 7.0 earthquake that was the strongest in 27 years, but facilities escaped unharmed — company’s earthquake protection measures pay off

Yesterday, the ground shook off the coast of Taiwan, slamming the country with the strongest earthquake in 27 years. The seismic wave registered 7.0 in Taiwan’s scales, or 6.6 to 6.7 according to the USGS standard. Thankfu…

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Nexperia China seeks new wafer suppliers amid legal standoff with Dutch parent, could take 6 months for qualification — chip shortages have suspended some automotive production lines as Nexperia faces wafer shortage

Nexperia’s China unit is moving to line up new wafer suppliers over the next six to nine months amid a deepening legal and operational dispute with its Dutch parent company.
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