Subject


Intel


2024-08-07

[News] ASML’s Second High-NA Equipment to be Installed in Intel’s Oregon Fab Soon

Per a report from Reuters, Intel is said to be receiving the second new High-NA EUV equipment from ASML, costing EUR 350 million (~USD 383 million). According to Intel's earnings call on August 1, CEO Pat Gelsinger stated that Intel began receiving the first large equipment in December, and the i...

2024-08-06

[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence

According to a report from Commercial Times, despite ongoing turbulence in the semiconductor industry, including Intel's capital expenditure cuts and reported bottlenecks in NVIDIA's B-series GPU, TSMC's leading position in the industry may remain unshaken. The sources cited in the report note...

2024-08-05

[News] NVIDIA’s Backup Plan? Intel Reportedly Secures Packaging Orders from the AI Giant

As the demand for AI GPUs increases, TSMC's advanced packaging capacity for CoWoS is struggling to keep up. Recently, according to a report from Commercial Times, NVIDIA has reportedly turned to Intel for advanced packaging solutions. According to industry sources cited by the same report, TS...

2024-08-05

[News] China Reportedly Collaborates with Tech Giants through Front Companies to Avoid U.S. Sanctions on AI

Amid the heating tech war between the U.S. and China, and the stringent sanctions imposed to prevent China from obtaining cutting-edge chips, it appears that China is still able to find its way out. According to a report by Tom’s Hardware, citing the New York Times, the latest tactic of China woul...

2024-08-02

[News] Funding for Applied Materials’ USD 4 Billion R&D Center Reportedly Denied by the U.S. Government

Semiconductor giants like Intel, TSMC, Samsung and Micron have received huge amount of grants from the U.S. government, funded through the CHIPS and Science Act. However, chip making equipment maker Applied Materials is said to be in a different scenario. According to reports by Bloomberg and Tom’...

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