At Intel’s earnings call last week, the struggling giant surpassed analysts' low expectations for its December-quarter results but issued weak Q1 guidance. According to Reuters, Team Blue expects revenue of $11.7 billion to $12.7 billion, not only below the $12.85 billion analyst forecast, but als...

According to a report from Liberty Times, citing Bloomberg, the White House and the FBI have launched an investigation into whether China’s AI startup DeepSeek illegally obtained NVIDIA chips through third-party buyers in Singapore and other locations. DeepSeek claims its technological breakth...

As Chinese AI startup DeepSeek shakes up the global market by claiming its R1 model surpasses OpenAI’s latest o1 while costing only a fraction of the price, it is also sending a clear message. As highlighted by Nikkei, DeepSeek is forcing a market-wide rethink—on valuations, competition, and eve...

Citing industry sources, Commercial Times reports that TSMC’s Arizona wafer fab, Fab 21 Phase 1, has officially entered mass production on its 4nm process in the first quarter of this year. Monthly capacity is expected to reach 30,000 wafers by mid-year. Meanwhile, construction for Fab 21’s P...

On January 14, U.S. RF manufacturer MACOM announced plans to invest USD 345 million (approximately 2.528 billion RMB) to comprehensively upgrade its semiconductor wafer manufacturing facilities in Massachusetts and North Carolina. Specifically, the company’s Massachusetts facility will expand i...