Despite booking a $252 million penalty tied to illegal equipment shipments to China, Applied Materials still delivered a confident outlook. According to Bloomberg, the company projected fiscal second-quarter revenue of about $7.65 billion — well above analysts’ consensus of $7.03 billion for the...

While Tower Semiconductor has just unveiled a silicon photonics partnership with NVIDIA, its ties with another major chipmaker appear to be unraveling. According to Israeli outlet CTech, Tower disclosed that Intel intends to withdraw from a 2023 production agreement under which the U.S. semiconducto...

Ahead of its upcoming earnings, U.S. chip equipment giant Applied Materials faces a $252 million hit, agreeing to settle over illegal exports of chipmaking tools to China’s top foundry, SMIC, Reuters reports. The announcement, as per Reuters, was made by the U.S. Department of Commerce on Wedne...

Amid market talk of potential price hikes of around 10%, China’s leading foundry SMIC released its 4Q25 and full-year 2025 results on Feb. 10. Citing chinastarmarket.cn and the company’s disclosure, fourth-quarter revenue came in at US$2.489 billion, rising 4.5% quarter on quarter and 12.8% year...

As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...