The Hot Take: Samsung playing catch up and hopefully over take TSMC? Only time will tell.
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology, the firm aims to reduce the time and cost of the lithography and etching processes. Samsung Is Developing Algorithms To Boost Its Photolithography,ā¦
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The Hot Take: Nice to see they can break that barrier.
IBM says it has created the world's first known chip tech below 1 nanometre - but it will be some time before it's ready for production.
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The Hot Take: More manufacturing states side is good.
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
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The Hot Take: They're the only manufacturer in an industry they monopolize. I'm sure it's just a misunderstanding...
U.S. Commerce Secretary Lutnick expresses concerns in a conversation with ASML executives that China has an EUV lithography system as ASML denies shipping such scanners to the PRC.
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The Hot Take: Domestic manufacturing is key.
Samsung's multi-billion dollar advanced chipmaking factory located in Taylor, Texas, is ready to start mass production of chips for clients.
The company has confirmed that everything is ready and that mass production of advanced chips for customers will begin next year.
2nm process advancement is underway as well
Margaret Han, Vice President of Samsung's foundry division in the US, said during the Samsung Advanced Foundry Ecosystem Forum held at the company's US headquarters yesterday that āWe are ready.ā Sheā¦
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The Hot Take: We'll see where glass takes us, it's an interesting change for sure.
Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production. Glass Substrates Are The Future of Semiconductors & Intel Foundry is Well on Its Way To Become The First To Initiate Mass Production Glass Core substratesĀ have been gaining interest, as they have several benefits over traditional organic substrate solutions. The current substrates are also facing shortages due to the AI supercycle, leading one of the biggest substrate suppliers,Ā Ajinomoto,ā¦
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The Hot Take: We are going to need all the fabs we can get here.
ASML CEO Christophe Fouquet said on Wednesday that he has spoken directly with Elon Musk about the TeraFab semiconductor project.
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The Hot Take: USA domestic manufacturing is taking off, TSMC announcing huge expansions in Arizona. Intel getting that Federal injection is definitely keeping them alive and making them relevant again. Probably also why Nvidia dumped money into Intel too to make sure there is choice states side.
TSMC is turning into a victim of its own success as the world's preferred chip foundry, leaving its heretofore prized customers such as Apple in a bind of sorts as they suddenly find themselves crowded out by AI hyperscalers. In its frustration, Apple is now reportedly exploring the possibility of dividing up its silicon load between Samsung, Intel, and TSMC rather than remaining largely TSMC-exclusive. Apple is looking for contingencies by tentatively probing Intel and Samsung as additional vectors for manufacturing its custom chips Accordingā¦
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The Hot Take: Better with less change seems to be a win!
Intel is preparing to present a refined version of its 18A process technology at the VLSI 2026 Symposium, introducing the 18A-P node as an optimized variant focused on improving power and performance characteristics without altering transistor density.
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The Hot Take: Intel winning all this business just means the domestic creation of products has accelerated to me. Only way they're going to get US Government Contracts or be able to sell in the US Borders. Prime example the router ban they just enacted.
Intel continues to see increased confidence for its upcoming Foundry technologies, such as 18A-P, 14A, and EMIB. Apple & Google Will Reportedly Leverage Intel Foundry 18A-P & EMIB Technologies, 14A Customers Also Lining Up. The Agentic AI and Inferencing boom has led to a significant surge in CPU demand. This has led major semiconductor companies such as TSMC to face severe supply constraints, all the while going on a large-scale expansion spree to meet demand. At the same time, Intel has been driving revenue up by selling off salvagedā¦
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