Chip articles

Taking stock on the decline of semiconductor stocks

TSMC chairman warns of "serious challenges" to semiconductor industry posed by China tensions

Russia finds 40% of its Chinese chip imports are defective

TL;DR: Sanctions against Russia mean the country now looks to the Chinese gray market for its semiconductor imports, but there's a problem: 40% of them are defective. That marks a 1,900% increase in their failure rate over the last few months.

China semiconductor production experienced its largest-ever decline in August

Apple reluctantly agrees to TSMC's price increases

In context: TSMC is one of the largest processor manufacturers in the world, creating chips and wafers for many companies, including AMD, Nvidia, and Apple. As one of TSMC's biggest customers, Apple was not happy following an announcement that TSMC would increase prices in 2023.

Who will be Intel's first foundry customer?

The big picture: Intel has ambitions to create a foundry business by manufacturing chips for other companies. This is an important strategic initiative that the company will need to recoup the massive investment it is now making in fabs around the world.

South Korean chip production falls for first time since 2018

Meet the... SQL Processing Unit?

In context: Databases are in something of a Golden Age right now. There is an immense amount of development taking place in and around the way we store and access data. The world is obsessed with "data," and while we would not call it the "new oil," our ability to manipulate and analyze data continues to advance in important ways. But at their heart, databases are fairly straightforward things - repositories of data.

Nvidia's Jensen Huang once again claims Moore's Law is dead

US-China semiconductor battle: Second and third order consequences

Why it matters: Earlier this month, the US government blocked the sale of specific chips to anyone in China. We see this as an important change by the government in the tactics they are deploying. The United States has gone from blocking specific companies in China, to blocking all companies and focusing on specific products. This is a big change, and opens up the question – what exactly are they hoping to achieve? This matters obviously in that it can help us predict the outcome, but we increasingly hold the view that the government may not have entirely thought through how this will ultimately play out.

Google and the US government partner to make open source chips

Intel teases Raptor Lake platform innovations as AMD prepares to launch Ryzen 7000

The US government is strengthening China export bans on chipmaking devices

Cutting corners: Washington is preparing new rules to ban exports of advanced chipmaking devices to China, a move that could, however, be too little too late as Asian manufacturing companies are already engaged in making sub-14nm semiconductors on their own.

Hard vs. Soft: Software may be eating the world, but hardware monetizes better

TSMC: Shortage of inexpensive chips, ranging from $0.50 to $10, is bottlenecking the supply chain

There is TSMC and there's everybody else, can Samsung or Intel catch up?

The end of Moore's law forced YouTube to make its own video chip

Intel wants to achieve 1 trillion transistors on a package by 2030 using chiplets

Opinion: Will someone else buy Arm?

SK Hynix lowers forecast as fragile economy flattens demand

AI is everywhere, and it's exhausting...