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Intel has recruited a semiconductor veteran from Samsung. According to Wccftech, citing a LinkedIn post by Intel Executive Vice President Naga Chandrasekaran, Shawn Han has joined Intel as Senior Vice President and General Manager of Foundry Services. He is set to begin the role in May and will repo...
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While TSMC has signaled exceptionally strong demand for 3nm and a further reduction in mature-node output at its earnings call, another Taiwanese foundry is moving in the same direction amid tightening supply conditions. According to TechNews, citing a client notice, United Microelectronics Corporat...
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As Elon Musk confirmed on X that the AI5 tape-out has been completed, attention is shifting to how Samsung Electronics accelerates ramp-up at its Taylor fab while deepening cooperation with Tesla on memory. According to Hankyung, Samsung plans to begin full-scale ramp-up in the second half of 2026, ...
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U.S. lawmakers recently proposed the “MATCH Act,” a bill aimed at tightening restrictions on key chip equipment sales to China, though it is now reportedly being scaled back and shifting toward more targeted controls. According to Reuters, sources say the revised version has been softened but st...
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As AI-driven compute demand surges, supply tightness is no longer limited to GPUs or foundry capacity. According to Chinese media outlet Calian Press, token economics is emerging as a key industry theme, with sources noting that NVIDIA H100 rental prices have climbed roughly 20%–30% since October ...