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The Hot Take: Electronics will soon be dirt cheap again in the USA soon enough.
New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
Read the full articleThe Hot Take: Again this is a great sign that Intel is definitely clawing back.
In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.
Read the full articleThe Hot Take: The Fab competition is heating up states side from the look of it.
A new report claims TSMC wants an Arizona âGigaFabâ cluster that can rival what it produces in Taiwan. DigiTimes says TSMCâs US plans have already âexceeded expectationsâ and the outfit is now eyeing a total of 12 fabs. The idea is to mirror the kind of fab network it runs in Hsinchu, Taiwan, only with more cactus and less typhoon risk. The report reckons TSMCâs and Taiwanâs combined US investment could hit half a trillion dollars, with the spending framed as groundwork for something bigger than a couple of token plants. That is a lot ofâŚ
Read the full articleThe Hot Take: So USA looks to be having 3 foundries that will be able to produce 2nm chips. This is great news.
Samsung Electronics has reportedly moved into the equipment installation and testing phase at its foundry in Taylor, Texas, transitioning from construction to operational setup for 2nm production. More than 3,000 engineers from Samsung and global equipment suppliers have begun gathering at the site, according to ET News, signaling the start of large-scale ramp-up activities.
Read the full articleThe Hot Take: This is GREAT indication that Intel is clawing its way back.
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic move to regain full control of key manufacturing capacity amid persistent global semiconductor supply constraints.
Read the full articleThe Hot Take: Competition is good for all of us, I'm glad Samsung has caught up finally. Intel has to prove its self but 3 is way better than 1.
The success garnered by TSMC has turned into a double-edged sword for both the worldâs biggest foundry and its customers, as the manufacturerâs 3nm supply has become so constrained that only long-term and loyal customers like Apple are given priority. During this demand and supply disparity, Samsung emerges as the savior for those who are unable to secure orders from their âgo-toâ manufacturer, with the Korean giantâs second-generation 2nm GAA process, also known as SF2P, serving as the ideal alternative. With the 2nm GAA SF2Pâs basic designâŚ
Read the full articleThe Hot Take: US domestic chip manufacturing appears to be exploding. That's an insane goal, but to bad it's just for his companies.
"Billionaire Elon Musk has announced plans to build a $20 billion chip plant in Austin, Texas" reports a local news station: Musk announced on Saturday night during a livestream on his social media platform X that the plant, called "Terafab," will be built near Tesla's campus and gigafactory in eastern Travis County. The long-anticipated project is a joint venture between Musk-owned properties Tesla, SpaceX and xAI... The Terafab plant is expected to begin production in 2027. Musk "has said the semiconductor industry isâŚ
Read the full articleThe Hot Take: If this proves true ASML better watch out. Their monopoly might come crashing down if they don't get something that competes.
Lace Lithography raised $40 million in Series A funding on Monday to develop a chipmaking tool that uses a helium atom beam instead of light to pattern silicon wafers.
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