ASML’s EUV monopoly seems unbeatable
Financial Times writer June Yoon says Dutch kit king ASML is untouchable despite shipping only…
TSMC
Apple snubbed by TSMC
Fruity cargo cult Apple has been told by its long-term partner TSMC that it will…
TSMC cranks the fab spending to feed the AI beast
TSMC is about to lob more money at silicon than most countries spend on roads.…
TSMC lines up four years of price hikes as 3nm stays squeezed
Rivals rejoice TSMC is getting ready to jack up 3nm wafer prices, and nobody seems…
TSMC’s N-2 rule leaves US big tech snuffling around Samsung’s 2nm
Taiwan keeps the sharp stuff at home, so Texas is suddenly popular. TSMC has one…
Intel close to scoring a packaging deal with Apple
CoWoS shortages open the door for Chipzilla’s EMIB The dark satanic rumour mill has manufactured…
Baltra is just another Apple chip to feed the inference beast
Custom silicon, same old dependency The Fruity Cargo Cult Apple’s over-hyped server chip may be…
MediaTek frets over pricey 2nm chips for 2026
May juggle two Dimensity 9600 variants MediaTek’s lone flagship Dimensity 9600 for 2026 is shaping…
TSMC’s CoWoS backlog sparks outsourcing scramble
Taiwan giant turns to local partners as packaging crunch bites TSMC is stuffed to the…
Google’s homegrown TPU muscles into Nvidia’s turf
Big Tech outfit turns its custom silicon into a serious threat Google’s custom silicon is…