As TSMC has decided to upgrade its 2nd Kumamoto fab to 3nm, the foundry giant is also exploring to secure more opportunities for its mature nodes in Japan. According to its press release on May 8, Sony and TSMC announced the signing of a non-binding memorandum of understanding (MOU) to establish a s...

As major foundries including TSMC and Samsung accelerate their push into silicon photonics, specialty chipmaker GlobalFoundries continues to build steady momentum. According to the Investing.com transcript, management increasingly views silicon photonics as a core growth engine, expecting revenue to...

Market chatter continues to link Apple as a potential early adopter of Intel’s 18A-P for future M-series chips, with more technical details expected to surface at the VLSI Symposium in mid-June. Based on information disclosed on the VLSI website, Intel’s enhanced 18A-P process delivers over 18% ...

As Beijing continues pushing for greater semiconductor self-sufficiency, Chinese chip companies are allocating a larger share of revenue to R&D. According to South China Morning Post, first-quarter earnings show that China’s leading chipmakers devoted a higher proportion of revenue to research...

As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha...