Cheng Ting-Fang / Nikkei Asia ·
Taiwan indicts a former TSMC executive for allegedly stealing trade secrets, in what authorities say is the first National Security Act case involving China
TAIPEI
Semiconductors
19 stories in the last two weeks
Jenny Lee / CNBC ·
TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend"
TSMC is racing to accelerate capacity at its Arizona factory as the company continues to see a "multi-year demand mega trend" …
Reuters ·
The Philadelphia Semiconductor Index sank ~10% for the week, its largest weekly fall in over a year, and is now down ~20% from its late-June all-time high
A brutal week for chip stocks
Sarah Jacob / Bloomberg ·
ASML plans to give its ~45K employees globally a €20K bonus, issued as a share award that vests in 2030, joining other chip industry companies offering payouts
ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry …
Bloomberg ·
Tata plans India's first large-scale chip fab, in Dholera, Gujarat, mostly using 90nm nodes, a far humbler start than the 28nm node it touted earlier
Tata Electronics Pvt. is preparing to make India's first semiconductor wafers on far older technology than it originally expected …
Bloomberg ·
A US official says TSMC plans to spend an additional $100B to build four new US chip fabs, bringing total pledge to $265B as part of a broader US-Taiwan deal
Taiwan Semiconductor Manufacturing Co. plans to spend an additional $100 billion to expand US chipmaking capacity …
Marco Chiappetta / Forbes ·
Cadence unveils AuraStack AI Super Agent, an AI platform for PCB and advanced chip packaging design, with Nvidia, TSMC, and Schneider Electric among early users
As systems and AI infrastructure get more complex, the engineering challenges required to design and bring them to market extend well beyond silicon.
Qianer Liu / The Information ·
ASML has discussed raising prices for its EUV systems with TSMC and plans to charge 10% more for its DUV systems; TSMC is resisting ASML's price plans
Chip toolmaker ASML, which makes equipment that plays a central role in chip production around the world, plans to raise prices …
Wall Street Journal ·
Chinese startup DFSX launches an AI chip that it claims uses a fully domestic supply chain and can rival 4nm chips depite being built on a 14nm process
DFSX's investors include state-backed entities and industrial funds such as a venture-capital vehicle co-founded by Alibaba's Jack Ma
Mike Wheatley / SiliconANGLE ·
Custom AI chip design startup TYLsemi raised $43M in early-stage funding led by Matter Venture Partners to build modular chips thanks to packaging tech advances
Artificial intelligence chiplet startup TYLsemi Inc. revealed itself to the world today, announcing it has raised $43 million …
Wen-Yee Lee / Reuters ·
A Taiwanese minister says TSMC plans two more advanced chip packaging plants in the Chiayi Science Park, with all four set to generate $9.35B+ in annual output
Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW) will add two advanced chip packaging plants in the Chiayi Science Park …
Rajasik Mukherjee / Reuters ·
China's Nexchip Semiconductor says it aims to raise around $890.37M in its Hong Kong share sale by offering 216.2M shares at ~$4.12/share, the top of its range
China's Nexchip Semiconductor (688249.SS) said on Wednesday it aims to raise around HK$6.98 billion ($890.37 million) …
Qianer Liu / The Information ·
China plans to let some of its biggest AI companies buy a small number of Nvidia's H200 chips to offset a domestic computing shortage in recent months
China plans to allow some of the country's biggest AI companies to buy a small number of Nvidia's H200 chips, according to two people with direct knowledge of the matter.
Financial Times ·
Apple begins testing CXMT's DRAM chips for devices sold in China; Apple's interest thrusts CXMT and its relationship with Beijing into the spotlight
Sharp turnaround for state-backed company central to Beijing's AI supply chain efforts
Reuters ·
DeepSeek is at an early stage of developing its own AI chip designed for inference, in a push that could reduce its reliance on Nvidia and Huawei chips
Chinese startup DeepSeek is developing its own AI chip, according to three people familiar with the matter …
Dina Bass / Bloomberg ·
AI inference startup Etched raised $800M from investors including Jane Street and a TSMC-linked venture firm, and says it has signed sales contracts worth $1B
Nvidia rival says it has raised $800 million and has $1 billion in contracts.
Max Kim / New York Times ·
A look at South Korea's four vocational "meister" schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix
Chungbuk Semiconductor High School in Eumseong County, South Korea, is the oldest vocational high school …
Don Clark / New York Times ·
A look at advanced chip packaging, now more reliant on TSMC and its partners in Taiwan than ever, and the efforts to address this bottleneck in the US
A silicon wafer reflecting Subramanian Iyer, a specialist at the University of California, Los Angeles, in a technology called advanced chip packaging.
Mark Gurman / Bloomberg ·
Apple's 14" and 16" OLED touch screen MacBook Pros will be powered by the existing M5 Pro and M5 Max chips and have an updated industrial design
Apple Inc.'s first-ever touch-screen laptop will rely on the company's current high-end M5 chips, rather than next-generation silicon …
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