Intel’s leading-edge nodes, spearheaded by 18A, are gradually building momentum, while its advanced packaging portfolio is also showing clear traction. According to Wccftech, Intel’s EMIB (Embedded Multi-die Interconnect Bridge) has reached 90% yield levels, with Google and Meta Platforms emergi...

Recently, CT-Unite released its CT-21X gallium nitride (GaN) magnetic encoder chip, marking the debut of China’s first GaN-based encoder specifically designed for humanoid robot joints. The launch represents a key breakthrough in the country’s development of high-end, application-specific chips ...

Japan’s TOTO, long associated with its toilet business, is emerging as an increasingly important supplier of key semiconductor components. According to Nikkei, the company’s earnings are now being driven by high-precision ceramic parts used in chipmaking equipment essential to the AI boom. Notab...

Backed by the Japanese government, Rapidus is pushing toward 2nm mass production by 2027 as it seeks to close the gap with global foundry leaders. Despite this ambitious roadmap, the company’s financial position remains somewhat opaque, drawing market scrutiny. Notably, according to financial d...

At last week’s earnings call, Intel CEO Lip-Bu Tan flagged that the CPU-to-GPU ratio—once around 1:8—is now trending toward 1:1 as inference and agentic AI scale, signaling a rebound in server CPU demand and renewed interest in Intel’s foundry business. Notably, according to Commercial Times...