factory where devices such as integrated circuits are manufactured
TSMC plans third fab in Phoenix, increases investment to $65 billion: At $65 billion, TSMC ’s investment is the largest foreign direct investment in a greenfield ...
azbigmedia.com/business/economic-development/tsmc-plans-third-fab-in-phoenix-increases-investment-to-65-billion/
Quick Glance: Billion-Dollar Deal Strengthens US Semiconductor Production and National Security
- The world's largest chipmaker is planning cutting-edge facilities in Arizona with substantial subsidies.
- From 2028, TSMC will produce its most advanced products in Arizona to boost US semiconductor production.
- The $65 billion investment in the US drives 2nm chip production and enhances national security.
- This move supports the goal of relocating 20% of global advanced semiconductor manufacturing onshore by 2030.
Samsung signals end to chip downturn with forecast 10-fold jump in profit: World’s biggest maker of memory chips beats expectations with strong first-quarter ...
ft.com/content/769f99a4-e11b-4c57-b452-b04ad86b91e0
Quick Glance: Samsung forecasts 10-fold profit surge, marking the end of chip downturn
- Samsung expects a 10-fold increase in operating profit in the first quarter as memory chip prices recover strongly after last year's industry downturn.
- Revenue rose by 11.4 percent to Won71tn in the first quarter compared to the previous year, while operating profit surged by 931 percent to Won6.6tn.
- Analysts predict Samsung's chip division will achieve an operating profit of approximately Won900bn in the first quarter, compared to an operating loss of Won2.2tn in the December quarter.
- Samsung's strong earnings have also been driven by robust sales of its latest AI-driven smartphones, allowing the company to regain the top spot in global smartphone sales in February.
The Taiwan earthquake is a stark reminder of the risks to the region’s chipmaking industry
cnn.com/2024/04/03/tech/taiwan-earthquake-risks-semiconductor-chip-industry-tsmc/
Quick Glance: Apple Beats Solo 4: Release on May 2, 2024, Full Specifications Revealed
- The Beats Solo 4 are set to be released on May 2, 2024, featuring improved Spatial Audio and new drivers.
- They will be charged via USB-C, support HighRes-Audio, and offer up to 50 hours of wireless playback.
- Additional features include One-Touch-Pairing for Android, Find-My support, and UltraPlush ear cushions.
- The price for the Beats Solo 4 is expected to remain at 199.99 US dollars, with Bluetooth 5.3 and Beamforming microphones.
U.S. gives Samsung $6.4 billion to build new chip factories in Texas: The subsidy is the latest wave of funding in the Biden administration’s ongoing efforts to ...
washingtonpost.com/technology/2024/04/15/samsung-chips-act-taylor-texas/
TSMC resumes chip production following biggest earthquake in 25 years — incurred no damage to its critical tools
tomshardware.com/tech-industry/tsmc-resumes-chip-production-following-biggest-earthquake-in-25-years-incurred-no-damage-to-its-critical-tools
Intel discloses $7 billion operating loss for chip-making unit: Semiconductor company Intel disclosed increasing operating losses for its foundry business on ...
reuters.com/technology/intel-discloses-financials-foundry-business-2024-04-02/
Quick Glance: Intel's Billion Dollar Plan to Combat Taiwan's TSMC
- Intel shares details of its Intel Foundry division to cut costs and boost margins
- New model links investments with product groups to reflect fair market prices
- Battle between Intel and TSMC for the latest manufacturing technologies
- Intel aims to become world's second largest foundry by 2030, driven by EUV technologies
Taiwan Semiconductor Returns To Growth With Q1 Beat But Gives Cautious View: Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker ...
investors.com/news/technology/tsm-stock-taiwan-semiconductor-q1-2024-earnings/
TSMC's most complex engineering task is itself: Nvidia has ridden the wave of excitement about artificial intelligence to become the world’s third most valuable ...
reuters.com/breakingviews/tsmcs-most-complex-engineering-task-is-itself-2024-04-03/
Battle for supremacy in East Asia semiconductor manufacturing: From Taiwan to Kumamoto prefecture in Japan, the South Korean city of Pyeongtaek ...
channelnewsasia.com/business/east-asia-semiconductor-chips-manufacturing-dram-taiwan-korea-japan-china-supremacy-battle-4277751
Samsung to Get Up to $6.4 Billion in US Grants for Chip Plants
bloomberg.com/news/articles/2024-04-15/samsung-to-get-up-to-6-4-billion-in-us-grants-for-chip-plants
Micron set to receive grants totaling over $6 billion for US chip production: Sources familiar with the matter told Bloomberg that the deal is not yet finalized ...
techspot.com/news/102669-micron-line-receive-grants-totaling-over-6-billion.html
TSMC expects customers to pay more for chips fabbed overseas: It'll be pricier, but there are geopolitical benefits, says CEO
theregister.com/2024/04/18/tsmc_overseas_costs/
TSMC founder honored for representing Taiwan at APEC - Focus Taiwan: Morris Chang (張忠謀), founder of Taiwan Semiconductor Manufacturing Co. (TSMC) ...
focustaiwan.tw/politics/202404190016
Applied Materials: Domination In Technology Inflections (Rating Upgrade): AMAT experienced some challenges due to delayed projects, but the semiconductor ...
seekingalpha.com/article/4684716-applied-materials-domination-in-technology-inflections-rating-upgrade
Paid articlePaid
SK hynix, TSMC team up to develop next-generation AI memory chips : SK hynix has joined forces with TSMC to develop its next-generation high-bandwidth memory ...
koreatimes.co.kr/www/tech/2024/04/419_373066.html
TSMC's shares slide nearly 7% in Taipei on global chip outlook concerns: TSMC's Taipei-listed shares tumbled 6.7% on Friday following the company's first-quarter ...
reuters.com/technology/tsmcs-taipei-listed-shares-drop-4-after-q1-results-2024-04-19/
Nikkei Average Dives over 1,200 Points in Morning (Update 1)
japannews.yomiuri.co.jp/business/market/20240419-181238/
Intel says its new AI hardware is 'way ahead of Nvidia': Intel's chief executive said the company is committed to becoming the world’s No ...
qz.com/intel-ai-hardware-gaudi-3-accelerator-nvidia-1851391888
Is Taiwan Semiconductor A Buy After Q1 2024 Earnings Outperformance?: Taiwan Semiconductor Manufacturing Company Limited's valuation has increased by over 50% in ...
seekingalpha.com/article/4684435-is-taiwan-semiconductor-a-buy-after-q1-2024-earnings-outperformance
Paid articlePaid
US grants Samsung $6.4 billion to boost local chip production : The announcement follows an $8.5 billion grant given to Intel and $6.6 billion to Taiwan’s TSMC ...
computerworld.com/article/2091898/us-grants-samsung-6-4-billion-to-boost-local-chip-production.html
Uncle Sam earmarks $54M of CHIPS funding for small-biz semiconductor boffinry: Up to 24 outfits to bag taxpayer cash for projects 'developing a viable ...
theregister.com/2024/04/17/chips_act_smb_money/
Why you should expect a new M-series Mac chip every year: The M4 Mac processor is coming just a year after M3. Apple's goal to release new M series ...
cultofmac.com/853537/new-m-series-mac-chip-every-year/
Taiwan's semiconductor industry output forecast to grow over 13% in 2024 - Focus Taiwan
focustaiwan.tw/business/202404170021
US promises Samsung $6.4B to build more chips on US soil, which only increases the chance of a Made in USA GPU at some point
pcgamer.com/hardware/graphics-cards/us-promises-samsung-dollar64b-to-build-more-chips-on-us-soil-which-only-increases-the-chance-of-a-made-in-usa-gpu-at-some-point/
Samsung boosts Joe Biden’s chipmaking ambitions with major Texas plant upgrade: South Korean group set to outdo rival TSMC with cutting-edge 2nm chip production ...
ft.com/content/4124eb79-ea40-411d-85df-0235774e316b
Axcelis: A Cheap Beneficiary Of Electrification: Axcelis dominates the Ion Implanter segment, while negative revisions and China's exposure impacted its multiple ...
seekingalpha.com/article/4683975-axcelis-stock-cheap-beneficiary-of-electrification
Paid articlePaid Huawei builds major tool R&D center in Shanghai to develop lithography and fab equipment, report says
tomshardware.com/tech-industry/semiconductors/huawei-builds-major-tool-randd-center-in-shanghai-to-develop-lithography-and-fab-equipment-report-says
US missing pieces of AI chip puzzle despite TSMC’s $65bn bet www.ft.com/content/10eadba6-f58d-4f88-8ac9-b5180550b7fc
TSMC reports highest sales for Q1 - Focus Taiwan: Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker ...
focustaiwan.tw/business/202404100010
Biden admin announces $6.4B for Samsung to expand chip production in Texas: The massive Biden-led investment in chip production aims to reduce dependence on ...
axios.com/2024/04/15/biden-samsung-texas-chips-semiconductors
Nanotronics promises modular, shippable chip fab facilities powered by Nvidia GPUs and AI
tomshardware.com/tech-industry/manufacturing/nanotronics-promises-modular-shippable-chip-fab-facilities-powered-by-nvidia-gpus-and-ai
PDF Solutions: Needs To Turn It Around Soon To Keep The Bears At Bay: PDF Solutions has seen its stock decline in recent weeks after moving steadily higher since ...
seekingalpha.com/article/4683656-pdf-solutions-needs-to-turn-it-around-soon-to-keep-bears-at-bay
Paid articlePaid Lam Research: The Backbone Of The Semiconductor Industry: Lam Research is expensive but with forecasted 3 year revenue CAGR of 15%, it is worth buying during ...
seekingalpha.com/article/4683645-lam-research-backbone-of-semiconductor-industry
Paid articlePaid President Biden says he'll hand $6.6 billion to world's largest chipmaker to stick around and expand in Arizona
pcgamer.com/hardware/processors/president-biden-says-hell-hand-dollar66-billion-to-worlds-largest-chipmaker-to-stick-around-and-expand-in-arizona/
Artificial intelligence sparks ‘Game of Thrones’ in the chip industry: The unstoppable advance of AI is changing the rules, creating new winners and losers in ...
english.elpais.com/technology/2024-04-12/artificial-intelligence-sparks-game-of-thrones-in-the-chip-industry.html
US Offers TSMC $6.6B to Support Arizona Chip Plant Projects: The semiconductor manufacturer also announced plans to build a third fab in Phoenix.
enr.com/articles/58470-us-offers-tsmc-66b-to-support-arizona-chip-plant-projects
Japan's Kishida expects more US chip collaboration opportunities: Japanese Prime Minister Fumio Kishida said on Tuesday he saw opportunities for more ...
reuters.com/technology/japans-kishida-sees-opportunities-more-chip-collaboration-with-us-2024-04-09/
12 things to know about expansion of $65B TSMC Phoenix semiconductor plant: Taiwan Semiconductor Manufacturing Co. will build a third chipmaking fab or factory ...
azcentral.com/story/money/business/jobs/2024/04/09/12-things-to-know-about-expanding-tsmc-phoenix-arizona-microchip-semiconductor-plant/73236438007/
Samsung’s stock expected to soar this year as memory chips recover: The supply glut in the memory chip market has severely impacted Samsung's profitability for ...
sammobile.com/news/samsungs-stock-expected-to-soar-this-year-as-memory-chips-recover/
Japan’s Rapidus chip foundry opens U.S. subsidiary in Silicon Valley: Rapidus, a chip contract manufacturer, or foundry, in Japan, announced it set up a U.S ...
venturebeat.com/ai/japans-rapidus-chip-foundry-opens-u-s-subsidiary-in-silicon-valley/
TSMC wins $6.6 billion US subsidy for Arizona chip production: The U.S. Commerce Department said Monday it would award Taiwan Semiconductor Manufacturing Co's ...
reuters.com/technology/tsmc-wins-66-bln-us-subsidy-arizona-chip-production-2024-04-08/
Microelectronics: What awaits Saxony after the construction of the TSMC chip factory
saechsische.de/wirtschaft/mikroelektronik/was-sachsen-nach-dem-bau-der-tsmc-chipfabrik-erwartet-5987939-plus.html
Paid articlePaid Tailwinds In Tech: We met with 25 companies in varying tech industries across the market-cap spectrum and came away with the following key insights.
seekingalpha.com/article/4683248-tailwinds-in-tech
Paid articlePaid AI Chip Boom Drives Q1 Sales Beat For Taiwan Semiconductor Manufacturing: TSMC topped expectations for first-quarter sales thanks to booming demand for ...
investors.com/news/technology/tsm-stock-taiwan-semiconductor-q1-2024-sales/
Intel's Turnaround Is A Long Shot That May Not Pan Out: Intel plans to segment its Intel Foundry operations into a separate legal entity to attract third-party ...
seekingalpha.com/article/4682581-intel-stock-turnaround-long-shot-that-may-not-pan-out-maintain-sell
Paid articlePaid Intel's Foundry financials and what it needs to turn things around: About a week ago, Intel broke out the financials for their fab operations as they began ...
techspot.com/news/102564-intel-foundry-financials-what-needs-turn-things-around.html
Quick Glance: Intel's Foundry Finances and the Path to Reversal
- Intel broke down the finances of its fab operations, with losses of $5 billion this year and expected similar amounts next year.
- Intel Foundry had negative gross margins, leading to financial burdens on the product team.
- Intel aims to bring production back internally soon, but faces challenges in building up margins.
- Investors reacted negatively to Intel's numbers, as the timeline for IFS to break even is lengthy and the company still grapples with internal challenges.
How much in subsidies will Samsung Electronics get for US chip plant? : Samsung Electronics is expected to receive more than $6 billion in subsidies from the U.S ...
koreatimes.co.kr/www/tech/2024/04/133_372374.html
Buy your PC gaming RAM upgrade now, before prices soar: Following the earthquake in Taiwan, the supply of DRAM chips has been disrupted, with the price of PC ...
pcgamesn.com/gaming-hardware/pc-memory-ram-prices-rising
Taiwan shares hit new high on TSMC's solid gains - Focus Taiwan: Shares in Taiwan hit a new closing high Tuesday as Taiwan Semiconductor Manufacturing Co ...
focustaiwan.tw/business/202404090015
Nvidia supplier SK Hynix plans to invest $3.87 billion in U.S. chip facility: It is expected to create thousands of jobs in Indiana and align with the Biden ...
cnbc.com/2024/04/04/sk-hynix-plans-to-invest-3point87-billion-in-us-chip-facility.html
TSMC picks Kikuyo for 2nd Japan fab: Bringing Taiwan to the World and the World to Taiwan
taipeitimes.com/News/biz/archives/2024/04/08/2003816086
Samsung to double investment in Texas fab, spend $44 billion to build leading-edge chips: Report
tomshardware.com/tech-industry/manufacturing/samsung-to-double-investment-in-texas-fab-in-effort-to-build-leading-edge-chips-report
Japan approves 590 billion yen in subsidies for chipmaker Rapidus | The Asahi Shimbun: Breaking News, Japan News and Analysis
asahi.com/ajw/articles/15218213
Explainer: Why maintaining ASML equipment is the new front in US-China chip war: The U.S. government has called on allies to force computer chip manufacturing ...
reuters.com/business/why-maintaining-asml-equipment-is-new-front-us-china-chip-war-2024-04-04/
Intel: No Reason To Be Here: Intel's external revenues from foundry business are currently low, with a goal of only reaching $15 billion annually by 2030 ...
seekingalpha.com/article/4682541-intel-no-reason-to-be-here
Paid articlePaid Korean chipmakers to benefit as Taiwan quake spurs supply chain diversification calls
koreatimes.co.kr/www/tech/2024/04/133_372246.html
TSMC confirms Kikuyo as site for 2nd Japanese fab - Focus Taiwan: Taiwan Semiconductor Manufacturing Co. (TSMC) confirmed on Saturday that it has once again ...
focustaiwan.tw/business/202404070004
High-Tech Park near Magdeburg: Intel Industrial Park: Which employees HR consultant Heinemann is looking for
mz.de/mitteldeutschland/wirtschaft/intel-industriepark-welche-mitarbeiter-personalberaterin-heinemann-sucht-3818410
Paid articlePaid
EXCLUSIVE: Tech war: China quietly making progress on new techniques to cut reliance on advanced ASML lithography machines
scmp.com/tech/tech-war/article/3257442/tech-war-china-quietly-making-progress-new-techniques-cut-reliance-advanced-asml-lithography
TSMC to work with Kyushu school on research, training: Bringing Taiwan to the World and the World to Taiwan
taipeitimes.com/News/biz/archives/2024/04/01/2003815751
Intel's Strategic Moves Under Scrutiny, Analysts Weigh In on New Financial Structure and Market Share - I
benzinga.com/news/24/04/38098321/intels-strategic-moves-under-scrutiny-analysts-weigh-in-on-new-financial-structure-and-market-share
SK hynix to build chip packaging fab in US : SK hynix will invest $3.87 billion to construct its first advanced chip packaging plant in West Lafayette, Indiana ...
koreatimes.co.kr/www/tech/2024/04/133_372106.html
TSMC: Continues To Trade Cheap Heading Towards Q1 2024: TSMC's stock rises by 37%, maintaining market dominance and offering potential 33% annual returns ...
seekingalpha.com/article/4682134-tsmc-continues-to-trade-cheap-heading-towards-q1-2024
Paid articlePaid
Supplier of NASDAQ stock NVIDIA SK hynix share price jumps: billion-dollar investment in US chip production
finanzen.net/nachricht/aktien/silicon-heartland-nvidia-partner-sk-hynix-4-milliarden-investment-fuer-chipherstellung-13393619
Taiwan shares end at new high as TSMC posts solid gains - Focus Taiwan: Shares in Taiwan closed at a new high Tuesday on the back of strong buying led by ...
focustaiwan.tw/business/202404020017
Taiwan earthquake seems unlikely to seriously disrupt Apple chip production: An earthquake that hit Taiwan reportedly forced TSMC -- Apple's chip maker -- to ...
cultofmac.com/852261/tsmc-earthquake-taiwan-apple-chip-production/
Chip factory of ZF and Wolfspeed in Germany in limbo - this is the reason: The long-planned chip factory of automotive supplier ZF and semiconductor manufacturer ...
fr.de/wirtschaft/chipfabrik-von-zf-und-wolfspeed-in-deutschland-in-der-schwebe-das-ist-der-grund-zr-92981783.html
Rickroll meme immortalized in custom ASIC that includes 164 hardcoded programs: We're never going to give you up...
theregister.com/2024/04/01/rickroll_meme_asic/
Half of Russian-made chips are defective: Baikal struggles to meet Russia's demand
tomshardware.com/pc-components/cpus/half-of-russian-made-chips-are-defective-baikal-struggles-to-meet-russias-demand
Wolfspeed chip factory in Saarland Project still fails?: A renowned daily newspaper is currently reporting that the construction of the world's largest ...
saarbruecker-zeitung.de/saarland/saar-wirtschaft/wolfspeed-chipfabrik-im-saarland-scheitert-projekt-doch-noch_aid-109845175
Sony opens $66m Thailand fab for driver-assist image sensors: BANGKOK -- Sony Group has started operations at a new semiconductor fab in Thailand ...
asia.nikkei.com/Business/Tech/Semiconductors/Sony-opens-66m-Thailand-fab-for-driver-assist-image-sensors
Elon Musk claims Tesla could build a silicon foundry and make its own chips, but says 'I sure hope we don’t have to'
pcgamer.com/hardware/processors/elon-musk-claims-tesla-could-build-a-silicon-foundry-and-make-its-own-chips-but-says-i-sure-hope-we-dont-have-to/
Construction is delayed: Americans want more subsidies for Saarland chip factory: The construction of the new chip factory in Saarland is delayed ...
faz.net/aktuell/wirtschaft/bau-verzoegert-sich-amerikaner-wollen-mehr-subventionen-fuer-saarlaendische-chipfabrik-19620660.html
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TSMC sees strong demand for 3nm chips with orders from Apple, Intel, and AMD: report
technode.com/2024/03/27/tsmc-sees-strong-demand-for-3nm-chips-with-orders-from-apple-intel-and-amd-report/
‘Heterogeneous compute capabilities are needed to democratise AI,’ Intel top executive says
thehindu.com/sci-tech/technology/heterogeneous-compute-capabilities-are-needed-to-democratise-ai-intel-indias-top-executive/article67972249.ece
US gov't working on list of Chinese fabs banned from advanced chipmaking tools as China's stockpiling spree continues
tomshardware.com/tech-industry/us-govt-slow-walks-list-of-chinese-fabs-barred-from-advanced-chipmaking-tools-as-chinas-stockpiling-spree-continues
SK hynix reportedly planning for a $4 billion chip packaging facility in Indiana — for HBM and other exotic memory types
tomshardware.com/pc-components/dram/sk-hynix-reportedly-planning-for-a-dollar4-billion-chip-packaging-facility-in-indiana-for-hbm-and-other-exotic-memory-types
Russia's primary chipmaker is struggling with a defect rate of about 50 percent
techspot.com/news/102453-russia-primary-chip-producer-struggles-meet-demand-defect.html
TSMC employee newborns in Taiwan make up 1.8% of country's 2023 total - Focus Taiwan
focustaiwan.tw/society/202403290012
Elgin company’s machine one of eight products in running for ‘Coolest Thing Made in Illinois’
chicagotribune.com/2024/03/28/elgin-companys-machine-one-of-eight-products-in-running-for-coolest-thing-made-in-illinois/
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