TSMC Posts Record Quarter as AI Demand Outruns Packaging Supply
Taiwan Semiconductor Manufacturing Co. reported record revenue for the June quarter, the latest signal that demand for artificial-intelligence chips shows no sign of cooling. June sales jumped 68 percent from…
U.S. Stake in Intel Nears $30 Billion Gain, WSJ Analysis Finds
The U.S. government’s bet on Intel is paying off, at least on paper. Washington now holds roughly a 10% stake in the chip maker through its CHIPS Act investment, and…
12_amd_zen6_venice.md
The invitation went out with a date and a promise: Advancing AI, July 22-23, and a new server processor that AMD says will change the data center calculus. On the…
SambaNova Raises $1 Billion at $11 Billion Valuation in AI Chip Bet
The last time SambaNova’s name was in the papers, it was the subject of an acquisition rumor with a price tag of roughly $1.6 billion. On Wednesday, the AI chip…
TSMC’s First Co-Packaged Optics May Skip Glass Substrates
HSINCHU, Taiwan — The glass substrate was supposed to be the ideal foundation for the next generation of chip packaging, and TSMC was supposed to be the company that made…
Intel Raises Prices on Consumer and Server Processors
SANTA CLARA, Calif. — The list prices are moving up again. Intel has raised recommended retail prices on part of its processor lineup, touching both the Core Ultra 200S Plus…
AMD Shares Hit Record High, Closing In on Trillion-Dollar Mark
The stock chart looks like the kind of thing analysts used to warn investors about. AMD’s shares climbed to a record high on Wednesday, extending a rally that has brought…
Nvidia Shares Slip Below $200 as Competition Fears Spread
Nvidia’s stock has fallen below the $200 mark, according to a Barron’s report from earlier this week, as investors weigh a competitive picture that has grown more crowded than at…
Intel CEO Bets on Diamond Cooling and a New Foundry Chief to Fix the Heat Problem
The room at the WAVES conference, an industry gathering focused on advanced packaging and thermal management, was full of engineers who make their living moving heat out of chips. When…
Apple and Intel Team Up to Build Chips in America, Opening a Third Foundry Lane
The announcement came from the White House, not from Cupertino. President Trump said Apple will work with Intel to design and manufacture chips in the United States, a partnership that,…
