With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Fueled by strong demand from Chinese buyers, the AI chip giant reportedly placed a 300,000-chip order with TSMC last week, Reuters reports. According to sources cited by the report, the new TSMC orde...

TSMC is accelerating its U.S. push, with its third Arizona fab (F21 P3) reportedly breaking ground in Q2. Still, the foundry giant is playing catch-up—Treasury Secretary Scott Bessent revealed TSMC’s Arizona site currently meets just 7% of U.S. chip demand, according to Wccftech via The The All-...

After grappling with 2nm yield challenges and failing to lock in major clients, Samsung is making a bold comeback. According to Digital Daily and Reuters, the company has announced a massive foundry deal worth over 22.7 trillion won (nearly $17 billion)—a potential game-changer for its chip busine...

At its July 24 earnings call, Intel warned that failure of 14A could jeopardize its advanced node business. But CEO Lip-Bu Tan and his team were also candid, sharing key updates on the product roadmap and Intel’s outlook on the growing AI market. Here’s a brief summary of Intel’s conference ca...

After shocking the market with mass layoffs in mid-July, Intel delivered another bombshell during its latest earnings call. In a 10-Q filing cited by Reuters, the company warned that without major external foundry customers for its 14A process, it may be forced to abandon next-gen advanced nodes ent...