Electrical steel supply and demand could impact EV prices later this decade
Supplies of critical EV motor component could tighten by 2027
Manufacturing articles
Tim Cook praises China, calls its relationship with Apple "symbiotic"
The US government doesn't feel the same love for China
What just happened? Between chip-related export controls and tensions over Taiwan, relations between the US and China are at a nadir, but that hasn't stopped many top tech executives, including Apple CEO Tim Cook, from singing the country's praises at the 2023 China Development Forum.
An Indian state changed its labor laws to support iPhone manufacturing
The Indian state of Karnataka is now closer to China's labor practices
Blurred lines: the difference between fabless and foundry companies
A rose by any other name
Opinion: Semis Top Five
Editor's take: The industry has changed a lot in the eight years since we wrote our first analysis on the top five chip companies. We anticipated semis were no longer a growth industry and the only way for companies to keep growing was to win market share (hard) or buy other companies. This is especially true in semiconductors because most of these companies outsource their manufacturing to foundries like TSMC and GlobalFoundries.
Intel denies rumors of 3nm delays, says planned 2024 releases are on schedule
Gelsinger confirmed solid program execution across client, server, and accelerated graphics product lines
China's supply chain: Shenzhen wasn't built in a day
Meanwhile, US companies are doing everything they can to reduce their reliance on China
Tesla is investing an additional $3.6 billion into Nevada Gigafactory
The investment will fund two new factories and 3,000 more jobs
TSMC may cut 3nm wafer prices to entice AMD, Nvidia, others
Company also expects modest revenue declines in 1H 2023
Apple's iPhone 15 enters trial production phase
This pre-production run will help iron out any wrinkles in manufacturing
Waning consumer demand sees TSMC miss revenue forecasts for first time in two years
Revenue was up, but not as much as analysts expected
Falling demand for hardware hits TSMC as Nvidia, AMD, others slash orders
Economic downturn finally catches up to TSMC
Huawei patents EUV lithography tools used to make <10nm chips
Another step towards technological self-sufficiency
Explainer: What is Chip Binning?
#TBT You just bought a new CPU and it seems to run cool, so you try a bit of overclocking. The GHz climbs higher. Did you hit the silicon jackpot? You've got yourself a binned chip. But what's that exactly?
How did TSMC get so good?
There is no simple answer, but we think there are a few factors that really stand out...
The big picture: By now, we are all familiar with the fact that TSMC is, by far, the most capable semiconductor manufacturer in the world, with all the entails for the industry and geopolitics. And as this reality sets in, many people have been asking us how did they get so good?
Space infrastructure startup to build a multifunctional manufacturing platform in LEO
The final (commercial) frontier: A new space infrastructure startup called "ThinkOrbital" wants to boldly go where no manufacturing corporation has gone before — low-Earth orbit. It aims to construct a space station for manufacturing various commercial products. It says the platform can also recycle space junk.
Rethinking auto manufacturing: Poised for disruption?
Automakers have already tried every manufacturing model, and yet...
TSMC will pour $40 billion into two Arizona chip fabs
Forward-looking: Taiwanese giant TSMC has officially confirmed it will build an additional fab for chip manufacturing in the US. The Arizona site will grow, the investment will skyrocket and the number of newly-created jobs will make politicians very, very happy.
TSMC's 2024 Arizona fab to upgrade from 5nm to 4nm after Apple's request
The big picture: Taiwan Semiconductor Manufacturing Company's (TSMC) Arizona factory project has become more apparent over the last few weeks. The company intends to move some of the most advanced node processing to the United States, much of it for Apple's iPhones. The company will soon announce an upgrade to its plans.
Disengaging from China manufacturing is hard, but it's happening slowly
A hot potato: Like a train leaving the station, it now seems inevitable that US companies are moving to reduce, or entirely eliminate, their reliance on China. It took a long time to get started, companies had been complaining about changing conditions in China for a decade. The 2018 trade war was the spark that really got them moving, and their progress has only been gaining momentum since then. This process will take years, maybe decades, but at this point is probably unstoppable.
Apple expected to lose 6 million iPhone 14 Pros as disruption at Foxconn plant continues
The iPhone 14 launch has been far from smooth
Samsung will manufacture 3nm chips for Nvidia, Baidu, Qualcomm and IBM
In context: Samsung will use its most advanced manufacturing process to make chips for four well-known technology companies. The race to overtake TSMC as the world's largest chip foundry is on, while geopolitical conflicts are tearing the old economic balance apart.
TSMC reportedly plans to raise 3nm wafer prices 25 percent over 5nm to $20,000
Wafer costs could keep driving component and electronic prices upward
Home Depot for DIY Chips: What's the going trend?
The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
Apple set to purchase chips from TSMC Arizona plant as it lessens reliance on Asia
The plant will be operational in 2024