#semiconductor-development
#semiconductor-development

1 hour ago

Apple

John Ternus, Apple's new CEO, inherits a rebounding China business-and some messy headaches | Fortune

2 hours ago

Apple

What Tim Cook built | TechCrunch

Apple

Apple under Ternus: what comes next for the tech giant's hardware strategy | TechCrunch

Apple

Apple may be the only laptop vendor to grow in 2026

1 hour ago

John Ternus, Apple's new CEO, inherits a rebounding China business-and some messy headaches | Fortune

John Ternus becomes Apple's CEO on Sept. 1, succeeding Tim Cook, who significantly shaped Apple's relationship with China.

2 hours ago

What Tim Cook built | TechCrunch

Tim Cook will step down as Apple's CEO in September after 15 years, with John Ternus set to take over.

Apple under Ternus: what comes next for the tech giant's hardware strategy | TechCrunch

Apple's new CEO John Ternus will focus on AI-powered hardware and product innovation as the company navigates competitive pressures.

Apple may be the only laptop vendor to grow in 2026

Apple's strategic focus on services and ecosystem integration has strengthened its market position and profitability despite a small share of the PC market.

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

10 hours ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

TSMC: Faster chips without a new ASML machine

TSMC has introduced the A13 and N2U chip manufacturing nodes, focusing on AI and cost-effective solutions for devices, while maximizing existing EUV technology.

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

Artificial intelligence

TSMC Expands AI Chip Production to Japan

Tech industry

Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Feb 2025)

TSMC: Faster chips without a new ASML machine

TSMC has introduced the A13 and N2U chip manufacturing nodes, focusing on AI and cost-effective solutions for devices, while maximizing existing EUV technology.

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

Artificial intelligence

TSMC Expands AI Chip Production to Japan

Intellectual property law

Tech industry

Taiwan Semiconductor (NYSE: TSM) Price Prediction and Forecast (Feb 2025)

more#tsmc

#us-china-relations

fromTNW | China

The US wants to cut off China's chip equipment. China says the supply chain will break for everyone.

US chip export legislation threatens global semiconductor supply chains, prompting China's Ministry of Commerce to issue a warning about severe disruptions.

Intellectual property law

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.

fromTNW | China

The US wants to cut off China's chip equipment. China says the supply chain will break for everyone.

US chip export legislation threatens global semiconductor supply chains, prompting China's Ministry of Commerce to issue a warning about severe disruptions.

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.

more#us-china-relations

fromTNW | Insights

10 hours ago

Sequoia distributes 200 engraved Mac Minis at AI event as OpenClaw becomes the infrastructure layer VCs cannot own

Sequoia Capital distributed 200 custom Mac Minis at an event, positioning itself at the forefront of the emerging agentic AI landscape.

fromThe Verge

The RAM shortage could get even worse if Samsung labor protests cut production

The RAM shortage driven by AI demand is escalating prices and causing labor unrest at Samsung over wage disputes.

Cars

frominsideevs.com

Existential Risk': Western Car Companies Are Blowing The Software Race

Western car companies are losing control of user experience to third-party firms, jeopardizing their competitiveness in software-defined vehicles.

Science

AI galaxy hunters are adding to the global GPU crunch | TechCrunch

NASA will launch the Nancy Grace Roman space telescope in September 2026, providing 20,000 terabytes of data to astronomers.

#qualcomm

fromGSMArena.com

Mobile UX

Qualcomm's Snapdragon 8 Elite Gen 6 might be made by Samsung

Qualcomm Stock Jumps 11% - Here's Why It's Still Down 13% in 2026

Qualcomm shares surged 11% due to sector-wide optimism following Intel's strong earnings report.

fromGSMArena.com

Mobile UX

Qualcomm's Snapdragon 8 Elite Gen 6 might be made by Samsung

Qualcomm Stock Jumps 11% - Here's Why It's Still Down 13% in 2026

Qualcomm shares surged 11% due to sector-wide optimism following Intel's strong earnings report.

Anker made its own AI chip

Anker's Thus chip introduces local AI to audio devices, starting with earbuds, offering smaller size and lower power consumption for complex computations.

#intel

Intel expects AI inference to drive demand for its CPUs

Intel is focusing on AI to regain market share in the CPU sector despite ongoing manufacturing challenges.

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.

Gadgets

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.

Intel's blowout quarter just sparked its best day since 1987 | Fortune

Intel's strong profit report drove U.S. stock market records, while oil prices fluctuated amid ongoing tensions related to the Iran war.

fromFast Company

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.

Intel expects AI inference to drive demand for its CPUs

Intel is focusing on AI to regain market share in the CPU sector despite ongoing manufacturing challenges.

Citi and Evercore Pile Into Intel With Huge Price Target Hikes: Is the CPU Renaissance Real?

Wall Street is bullish on Intel after strong Q1 results, with upgrades from Citi and Evercore ISI boosting price targets significantly.

Gadgets

Intel eases reliance on TSMC with Core Series 3 CPUs

Intel has introduced budget-oriented Core Series 3 processors manufactured in the US using a 2nm process, offering a solid upgrade for older systems.

Intel's blowout quarter just sparked its best day since 1987 | Fortune

Intel's strong profit report drove U.S. stock market records, while oil prices fluctuated amid ongoing tensions related to the Iran war.

fromFast Company

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Intel Finally Has a Shot at a Comeback-If It Can Execute

Intel's stock has surged nearly 75% year-to-date, raising questions about its future value in the AI chip market.

more#intel

fromTNW | Artificial-Intelligence

SoftBank is converting a Sharp LCD factory into a battery plant for AI data centres. The data centres cannot wait five years.

SoftBank Corp. is converting a former Sharp LCD factory into a major battery production line for AI data centres, expected to be operational by 2031.

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.

fromwww.aljazeera.com

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.

DeepSeek unveils its newest model at rock-bottom prices and with 'full support' from Huawei chips | Fortune

DeepSeek released its V4 model, claiming performance rivaling top closed-source models, impacting market shares of competitors and related companies.

fromwww.aljazeera.com

Intellectual property law

China's DeepSeek unveils latest models a year after upending global tech

DeepSeek-V4-Pro outperforms rival open models in maths and coding, trailing only Google's Gemini 3.1-Pro in world knowledge.

more#deepseek

fromTNW | Insights

The US government's Intel stake is now worth $36 billion. Nobody in Washington planned it that way.

The US government's stake in Intel, worth $36 billion, is one of the most profitable investments in American industrial history, despite being accidental.

Silicon Valley

Labor unrest at Samsung may worsen memory chip supply issues | TechCrunch

Samsung Electronics workers are prepared to strike over bonus disputes amid a critical chip shortage affecting the industry.

Science

Cisco builds quantum stack: Universal Quantum Switch is missing link

Cisco is developing a Universal Quantum Switch to interconnect quantum computers, addressing challenges in quantum computing's scalability and standardization.

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.

Besi capitalizes on the AI boom with hybrid bonding

Besi is experiencing significant growth due to increased demand for hybrid bonding technology in AI infrastructure.

Tesla stakes AI dreams on Intel's unfinished AI chip

Tesla plans to build AI chips using Intel's unfinished 14A process to secure its own supply amid rising costs and demand for AI technology.

#semiconductors

Silicon Valley

fromABC7 San Francisco

5 days ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.

World politics

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.

World news

Taiwan tells US its chip ecosystem isn't going anywhere

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.

Tech industry

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

Silicon Valley

fromABC7 San Francisco

5 days ago

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.

World politics

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.

World news

Taiwan tells US its chip ecosystem isn't going anywhere

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.

Tech industry

Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat

more#semiconductors

fromTNW | Business

Tech industry

Intel's revival is real: $13.6B in Q1

Q1 revenue of $13.6 billion exceeded expectations, driven by strong Data Centre and AI growth, resulting in significant stock gains.

Marked-up Mac minis flood eBay amid shortages driven by AI | TechCrunch

Mac mini shortages have led to inflated prices on eBay amid increased demand for AI applications.

Good luck getting a Mac Mini anytime soon

Apple's Mac Mini inventory is dwindling, with many models sold out or facing long wait times due to high demand and supply chain issues.

Marked-up Mac minis flood eBay amid shortages driven by AI | TechCrunch

Mac mini shortages have led to inflated prices on eBay amid increased demand for AI applications.

Good luck getting a Mac Mini anytime soon

Apple's Mac Mini inventory is dwindling, with many models sold out or facing long wait times due to high demand and supply chain issues.

DEM's 4% Yield Hides a Taiwan Bet as China Falters in 2026

WisdomTree Emerging Markets High Dividend Fund offers a 4% yield, but its sustainability is challenged by economic factors in China and Taiwan.

#ai-chips

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.

Tech industry

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.

Tech industry

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Tech industry

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

fromInfoWorld

Tech industry

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

fromTNW | Amazon

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.

fromInfoWorld

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.

SanDisk Climbs 295% YTD as AI Fuels Memory Mania: Can Q1 Results Justify the Run?

SanDisk shares are down 5% but have rallied 295% YTD, driven by AI demand and upcoming earnings expectations.

#ai-infrastructure

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

Tech industry

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.

more#ai-infrastructure

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan and Goldman Sachs raised price targets for Lam Research, citing strong AI-driven chip demand and a positive long-term outlook.

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.

#google

fromTNW | Deep-Tech

Tech industry

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.

fromTNW | Artificial-Intelligence

Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference

Google is creating a diversified custom chip supply chain to challenge Nvidia's dominance in AI inference.

fromTNW | Deep-Tech

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.

fromTNW | Artificial-Intelligence

Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference

Google is creating a diversified custom chip supply chain to challenge Nvidia's dominance in AI inference.

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for investor dollars in 2026, each with different strategies for growth in the chip industry.

As chip crisis deepens, Everpure warns of 70 percent price hike

Everpure faces a 70% price increase due to a semiconductor shortage driven by AI demand, with input costs surging between 300% and 900% since mid-2025.

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.

2 weeks ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.

Marvell's AI Story Just Got Stronger With Google - But Is it Too Late to Buy?

Marvell's shares surged 96% in three months, positioning the company as a strong contender in the custom silicon market.

fromThe Verge

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.

3 weeks ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.

#semiconductor-manufacturing

The memory shortage is driving up the cost of laptops

Memory chip shortages are driving up prices and affecting supply chains across the consumer electronics market.

Silicon Valley

India's semiconductor push attracts $12B in new commitments from global chipmakers - Silicon Canals

Artificial intelligence

India's semiconductor push attracts $15B in new commitments from global chipmakers - Silicon Canals

Silicon Valley

India's semiconductor push attracts $12B in new commitments from global chipmakers - Silicon Canals

more#semiconductor-manufacturing

Artificial intelligence

India's semiconductor push attracts $15B in new commitments from global chipmakers - Silicon Canals

2 weeks ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.

US reportedly considering sweeping new chip export controls | TechCrunch

U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.

European startups

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.