Arizona Fab’s profits fall off a cliff

TSMC’s big Arizona adventure was supposed to be a landmark moment for the US chip industry, although it now looks more like an expensive lesson in why fabs prefer cheaper postcodes.

Packaging kit gets unexpected love as TSMC struggles to keep up

Troubled Chipzilla's EMIB and Foveros packaging tricks, long overshadowed by TSMC’s dominance, are finally being treated as viable alternatives.

Fidelity’s Huang begs for wafers as fabs hit their limits

TSMC’s latest sports day turned into something of a customer summit when Fidelity boss Huang Renxun publicly pleaded for more chip supply, declaring that “without TSMC, there would be no Fidelity.”

Vera Rubin superchip sprints from keynote glare to TSMC’s lines

Nvidia is racing its Rubin GPUs into production, turning the Vera Rubin superchip from stage prop into silicon while the ink on the slides is still drying.

Looks like that custom silicon empire was not so good after all

TSMC is turning the screws on its biggest customers, with reports suggesting an across-the-board price hike for its most advanced chip-making processes next year. That means Job’s Mob is about to pay through the nose for its custom silicon.

Adeia dusts off patents to chase a payout on Ryzen X3D chips

Chipmaker AMD has found itself on the receiving end of a lawsuit from Adeia, a company that doesn’t make anything but claims to own the technology behind the firm’s 3D V-Cache hybrid bonding used in Ryzen X3D processors.

Qualcomm and MediaTek join Apple at the front line

The semiconductor arms race has entered another round, with TSMC speeding ahead on its 2nm roadmap.

Smartphone makers face rising costs as wafer supply shifts to AI chips

Prices for LPDDR5X, the low-power DRAM used in premium phones, are about to skyrocket.

Huang’s outfit worth more than entire S&P sectors

Nvidia just became the first company in history to smash through the $5 trillion mark, proving that the AI hype train shows no sign of slowing down.

Pegatron's Tong Zixian reckons Samsung and Intel are playing catch-up

Samsung might be bagging more US business, but Pegatron chairman Tong Zixian says Taiwan’s chip champ TSMC has nothing to worry about yet.