Tag: semiconductors
US Plans to Increase Chip Import Tariffs with TSMC Clients Receiving Exemptions
The US government prepares to raise semiconductor import tariffs, granting exemptions to American firms sourcing chips from TSMC.
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AI Chip Production Faces Bottleneck Due to Single-Source Fiberglass Supply from Japan
A unique fiberglass material crucial for AI chip manufacturing is supplied by only one Japanese company, limiting production growth worldwide.
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Intel Discontinues Pay-for-Feature Model for Processor Capabilities
Intel has ended its program that allowed users to unlock additional processor features through paid software activation.
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AI Infrastructure Surge Disrupts Traditional Chip Market Seasonality
The AI infrastructure boom has overturned the usual first-quarter decline in chip demand, driving production growth across semiconductor makers.
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Samsung to Begin Commercial Shipments of HBM4 Memory in February, Beats Competitors
Samsung will start delivering HBM4 memory chips commercially in February, supplying Nvidia for its next-gen AI supercomputing platform.
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Samsung Anticipates Sharp Order Increase with Launch of 2nm Chip Technology
Samsung projects a 130% boost in orders for its 2nm semiconductor process, focusing on AI system chips amid intensifying global competition.
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DARPA Launches Program to Advance Photonic Chips for AI by Challenging Physical Limits
DARPA initiates PICASSO program to overcome physical constraints in photonic computing, aiming to boost AI chip performance with low latency and energy use.
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Nintendo Expects Memory Price Increases to Have Limited Business Impact Through March
Nintendo anticipates rising memory chip costs will not significantly affect its business performance through the end of March 2026.
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TSMC Poised to Surpass Intel as Largest Employer in Semiconductor Industry
TSMC is on track to become the largest employer in semiconductors, potentially overtaking Intel’s long-held lead in workforce size.
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Global Semiconductor Sales to Surpass $1 Trillion This Year Driven by AI Demand
The semiconductor market is set to exceed $1 trillion in revenue this year, propelled by rising demand fueled by artificial intelligence advancements.
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Intel and AMD Warn of Extended Processor Supply Delays Amid Ongoing Chip Shortage
Intel and AMD have alerted Chinese customers to potential multi-month delays in processor deliveries due to persistent supply constraints.
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Nvidia to Halt New GeForce RTX Releases and Cut Current GPU Production Amid Rising AI Demand
Nvidia plans no new GeForce RTX GPUs this year and will reduce existing card production by up to 40%, shifting focus to AI accelerators.
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