Intel Abandons Falcon Shores AI Chip to Refocus on Rack-Scale Solutions
Intel has canceled development of its Falcon Shores AI chip as part of a strategic pivot toward complete AI infrastructure solutions. The company aims to strengthen its position in the competitive AI chip market by focusing on Jaguar Shores, a comprehensive rack-scale system.
Taiwan Earthquake Forces TSMC to Halt Chip Production, Disrupting Global Supply Chain
A 6.4-magnitude earthquake in southern Taiwan forced TSMC to temporarily suspend operations at multiple fabrication facilities producing advanced chips. While most equipment resumed operation quickly, some production lines face delays due to required safety inspections and adjustments.
China Launches Probe into US CHIPS Act, Claims Unfair Competition in Semiconductor Industry
China's Ministry of Commerce investigates $52.7 billion US semiconductor subsidies, alleging harm to domestic chipmakers through artificially low chip prices. The probe highlights escalating tensions in the global semiconductor market as China seeks to protect its investments and expand manufacturing capacity.
Nvidia Expands into ASIC Market with Strategic Hiring Push to Maintain AI Chip Dominance
Nvidia is establishing a dedicated ASIC department and plans to hire 1,000 engineers in Taiwan, marking a strategic pivot beyond its GPU stronghold. The move comes as the AI chip market evolves toward specialized inference solutions, with the sector projected to reach $90.6 billion by 2030.
TSMC Achieves Taiwan-Level Quality at Arizona Fab with 4nm Chip Production
TSMC's Phoenix facility begins manufacturing cutting-edge 4nm chips, matching Taiwan's quality standards and producing components for Apple and AMD. The $65 billion investment marks a significant step in U.S. semiconductor independence, backed by substantial government support.
TSMC's 3nm Chip Manufacturing Costs Hit Record $18,000 Per Wafer
Taiwan Semiconductor Manufacturing Company's 3nm wafer prices have surged to $18,000, more than triple the cost from a decade ago. The dramatic increase reflects growing manufacturing complexity and impacts major tech companies like Apple, while highlighting broader semiconductor industry challenges.
TSMC Navigates Cultural Divide as Arizona Plant Relies Heavily on Taiwanese Expertise
TSMC's Arizona semiconductor facility faces staffing challenges with half its 2,200-strong workforce from Taiwan, sparking controversy over local hiring promises. The company plans to increase US worker representation while expanding operations, though advanced chip production may require continued reliance on specialized Taiwanese expertise.
TSMC's 2nm Chip Production Challenges Force Apple to Delay Next-Gen iPhone Processors
Apple faces a potential one-year delay in introducing 2-nanometer chips for its iPhone 17 Pro series due to TSMC's manufacturing yield issues. The semiconductor giant is struggling with a 60% yield rate, leading to significant production losses and prompting Apple to stick with 3nm chips longer than planned.
Samsung Faces Tough 2024 as Chinese Competition and Market Pressures Mount
Samsung Electronics confronts significant challenges in 2024 with profit forecasts slashed amid fierce competition from Chinese chipmakers offering DRAM at half price. The tech giant grapples with market uncertainties, potential trade policy impacts, and delays in AI chip development.
TSMC's Arizona Plant to Spearhead US Advanced Chip Manufacturing Renaissance
TSMC's upcoming Phoenix facility marks a pivotal shift in semiconductor manufacturing, bringing cutting-edge 4nm chip production to US soil by 2025. Backed by $6.6B in CHIPS Act funding, this milestone project aims to reduce dependence on Taiwan-based manufacturing.