From a purely U.S. manufacturing perspective, Intel’s position remains firmly unshaken, with its Arizona Fab 52 said to exceed TSMC’s Fab 21 in both capacity and process technology. According to Tom’s Hardware, Fab 52’s capacity is comparable to the combined output of TSMC’s Fab 21 Phase ...

With iPhone 17 breaking sales records, Apple CEO Tim Cook offered a rare glimpse into the company’s holiday-quarter outlook at the latest earnings call, stating that Apple expects to achieve a new all-time revenue record in December, as reported by MacRumors. Against this backdrop, Hankyung now su...

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some sources cited by the report note...

Intel is reportedly rethinking its CPU architecture, with leaks pointing to notable changes across upcoming processors. According to NotebookCheck, citing YouTube leaker RedGamingTech, Intel is planning an ambitious future CPU lineup that could involve major architectural shifts, including a possibl...