Subject


Semiconductors


2025-07-14

[News] Intel on the Move: Nova Lake Reportedly Tapes Out on TSMC’s 2nm, with 18A Yields Gaining Speed

Despite challenges from massive layoffs, Intel is showing promising progress with its next-gen flagship processor and 18A yields. According to TechPowerUp and SemiAccurate, Intel’s “Nova Lake-S” client CPU has reportedly taped out at TSMC’s 2nm fab in Taiwan. The reports reveal Intel tape...

2025-07-14

[News] Intel Raises Oregon Layoffs to 2,400; Reportedly to Cut 4,000 Nationwide by Mid-July

According to Oregon Live, Intel’s mass layoffs escalated significantly Friday evening, as the company revealed plans to cut nearly 2,400 jobs in Oregon, almost five times more than previously disclosed. Earlier in the week, Intel informed Oregon state officials of plans to lay off more than 500...

2025-07-14

[News] Stronger Taiwan Dollar Weighs on TSMC’s Q3 Outlook: 5 Key Questions Before July 17 Earnings Call

With TSMC’s earnings call scheduled for Thursday (July 17), all eyes are on the impact of the stronger Taiwan dollar, capex plans, and progress in advanced processes and packaging. However, Economic Daily News and Commercial Times point to a cautious Q3 outlook, factoring in currency headwinds. An...

2025-07-14

[News] China’s Final 12-Inch Fab AMS Collapses—Another Casualty in Ongoing Chip Project Failures

Jiangsu Advanced Memory Semiconductor (AMS) has issued an announcement officially declaring the failure of its restructuring plan. This not only marks the final collapse of China’s last 12-inch wafer fab project, but also serves as a typical example of the wave of unfinished tech ventures in the c...

2025-07-11

[News] Tariff Uncertainty Could Put Malaysia’s Chip Expansion on Ice

With Trump warning a couple of days ago that Malaysia could face a separate 25% tariff starting August 1, chipmakers in the country are hitting pause on investments as they await clarity on U.S. tariffs, according to Bloomberg. Citing remarks from Malaysia Semiconductor Industry Association presi...

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