Earmarked funds from the CHIPS Act aren't even fully expended, but the Secretary of Commerce calls for CHIPS Act 2?
In advance of Intel's first event dedicated to their Foundry business, I had the opportunity to sit down one-on-one with CEO Pat Gelsinger and talk about the company's strategic goals.
TSMC outperforms Samsung and Intel for the first time ever
Company forecasts 2024 to be a transition year before returning to full growth in 2025
US restrictions on chipmaking tools a critical factor
It says its monolithic designs could reach 200 billion transistors by 2030
The ecosystem for the new process is almost ready, with a few missing bits here and there
Both companies are investigating ways to reduce reliance on Nvidia's AI technology
Arm is expected to go public this year with a blockbuster IPO that could value the company at $60 billion
The Korean company has been working hard to beat TSMC, but will that effort pay off?
There are three markets for AI chips: training, cloud inference and edge inference. All of them are already fairly crowded
Comments about the fate of TSMC during a Chinese invasion escalate further
In context: For years, hardware makers have observed the attention and valuation multiples enjoyed by software companies with envy. Employees at hardware companies have also longed for the fancy perks their peers receive at software companies, while their hardware teams are fortunate to even have coffee at work. Software may be eating the world, but does that mean only software companies get foosball tables at work?
Specialized generative AI versus general-purpose language-based offerings
A rose by any other name
Chinese companies are filling warehouses with chipmaking equipment in preparation for more restrictions
Japan and the Netherlands will soon join the US in restricting exports to China
Direct and collateral effects of the CHIPS act
Editor's take: Undeniably, we usually spend a lot of time talking about leading edge semiconductor manufacturing. This is a common mistake that everyone falls into when discussing semis, one which we are as guilty of as anyone. The world is rightly focused on the scarcity of companies capable of operating at the leading edge, but there is a lot more to semis.
Big quote: It's often said that there are three significant influences on global politics (and wars): oil, land, and religion. According to Intel boss Pat Gelsinger, semiconductors will join that list and become more important than the location of oil reserves for the next five decades.
Economic downturn finally catches up to TSMC
Another step towards technological self-sufficiency
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?
Automakers have already tried every manufacturing model, and yet...