@wccftech Chinese Startup Unveils First EUV Light Source Prototype To Challenge ASML's Monopoly, But Dutch Firm Won't Be Losing Any Sleep Over This Progress #Semiconductors #TechNews #Hardware
@toms_hardware EU negotiates sanction swap with China to rescue critical ASML supplier #TechIndustry #Semiconductors #Geopolitics
@techmeme An interview with John Ternus, who says the memory shortage is "a crisis" and "all options should be on the table", and that Tim Cook "has great relationships" (Andrew R. Chow/Time) #Tech #Semiconductors #Business
@toms_hardware ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars #Semiconductors #Tech #Manufacturing
@toms_hardware ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom #AI #Semiconductors #Tech
@wccftech ASML Likely Fearing China's Homegrown Equipment Development Drive Risks 20% Of Its Annual Sales, Says U.S. DUV Restrictions Will Do More Harm Than Good #Semiconductors #Geopolitics #Technology
@toms_hardware TSMC confirms it is considering Terafab chipmaking expansion with Elon Musk #Semiconductors #TechIndustry #Manufacturing
@tech_times Japan Funds, GlobalFoundries Runs: $21 Billion Fab Deal Debuts Allied-Nation Model #Technology #Business #Semiconductors
@tech_times SK Hynix Introduces Memory Tier Above HBM: 3D Stacked DRAM Mounts on Processor Dies #Tech #Semiconductors #Memory
@toms_hardware Russian chipmakers demo homegrown RISC-V and Arm silicon with retro games #Semiconductors #RISCV #Tech
@the_japan_times U.S. chip project significant for Japan-U.S. AI edge: Akazawa #AI #Semiconductors #Japan
@wtop_news Taiwan chipmaker TSMC explores Texas investment to expand production in the US #Tech #Business #Semiconductors
@techmeme TSMC CEO C.C. Wei says the company is in talks over Elon Musk's Texas-based Terafab project, but stresses that any participating fab "has got to be run by TSMC" (Debby Wu/Bloomberg) #Tech #Semiconductors #Manufacturing
@businesskorea Does Japan's $21B U.S. Chip Investment Raise Pressure on Korea? #Economy #Semiconductors #Geopolitics
@techmeme TSMC says it plans to build an additional 3nm fab in Tainan, Taiwan, set for production in H1 2028, alongside its 3nm capacity in Arizona and Japan's Kumamoto (Qianer Liu/The Information) #Semiconductors #Manufacturing #Taiwan
@toms_hardware Two killed, one seriously hurt in explosion at Intel's chip plant in Israel #TechIndustry #Semiconductors #Manufacturing
@south_china_morning_post TSMC confirms talks with Elon Musk over Texas 'Terafab' but insists on operational control #Tech #Business #Semiconductors
@the_next_web TSMC is open to working on Musk's Terafab but says it must run the fab #Tech #Business #Semiconductors
@tech_times Hanmi Semiconductor Cements TC Bonder Leadership at SEMICON West as HBM4 Orders Surge #Semiconductors #Technology #HBM
@wccftech The AI Boom Grants SK hynix Newfound Negotiating Power As Memory Giant Wants Its Chipmaking Equipment In China In Exchange For A Salivating Offer With The U.S. #AI #Semiconductors #TechNews
@bloomberg_technology Semiconductor Research Head: AI Trade 'Remarkably Resilient' Despite Rising Rates #AI #Semiconductors #Technology
@bloomberg_technology TSMC Open to Working With Terafab But Must Control Plants #Tech #Semiconductors #Business
@south_china_morning_post Start-up unveils prototype 'heart' of EUV lithography amid China chipmaking push #Tech #Semiconductors #Innovation
@bloomberg_technology TSMC's Third-Quarter Profit Beats Expectations #Tech #Business #Semiconductors
@techmeme TSMC reports Q3 revenue up 50.9% YoY to $46.36B, net income up 68.7% to $23.7B, both above est., marking a sixth straight quarterly profit record on AI demand (Jenny Lee/CNBC) #Tech #Semiconductors #AI
@techmeme ASML expects China to account for ~20% of total sales this year, after Q3 sales there surged 109% QoQ, lifting China's share of machine sales from 14% to 23% (Xiaofei Xu/South China Morning Post) #Tech #Semiconductors #China
@techmeme Asian chipmakers extend Wall Street losses as US Fed rate hike fears and AI funding worries mount; SK Hynix fell 10%+ on the KRX, while Samsung fell ~10% (Lee Ying Shan/CNBC) #Tech #Semiconductors #Finance
@techmeme Sources: ByteDance is in advanced talks to buy data center ASICs from MediaTek, potentially becoming its second major customer for such chips after Google (Bloomberg) #Tech #Hardware #Semiconductors
@techmeme Sources: Solidigm, SK Hynix's US unit, seeks US government approval to export US chipmaking equipment to Dalian, China, as a condition for building a US factory (Reuters) #Tech #Semiconductors #Geopolitics
@bloomberg_technology ByteDance in Talks to Secure MediaTek AI Chips for Data Centers #Tech #AI #Semiconductors
@the_japan_times Japan to invest up to $21 billion in two U.S. chip factories to be run by GlobalFoundries #Japan #Business #Semiconductors
@businesskorea Microsoft Unveils Maia 300, Challenging Nvidia's AI Chip Dominance #AI #Semiconductors #Technology
@tech_times Samsung Chases Faster HBM4, SK Hynix Goes Taller: Korea's AI Memory War Begins #AI #Semiconductors #TechNews
@tech_times ASML's New EUV Expansion Plan Already Falls Short: Chipmakers Eye 2030 Slots #Tech #Semiconductors #Business
@wtop_news GlobalFoundries to open 2 new chip plants in New York with $21 billion in financing from Japan #Tech #Business #Semiconductors
@bloomberg_technology AI Boom Drives ASML Higher as Nvidia Bets on Europe #AI #Tech #Semiconductors
@bloomberg_technology ASML Struggles to Keep Up With High AI Demand #AI #Semiconductors #TechIndustry
@cnbc_us_top_news 'The power of shrink' -- tour the little-known $25B company that chipmakers can't live without #Business #Technology #Semiconductors
@android_headlines ASML semiconductor tools will likely be in demand through 2030 #Tech #Semiconductors #AI
@hoodline Malta's GlobalFoundries Lands Two New Fabs in $21 Billion US-Japan Chip Deal #Business #Technology #Semiconductors