Updates on Semiconductor Manufacturing

Every AI story we track on Semiconductor Manufacturing: 111 stories so far, each summarized in our own words and linked to the publisher that reported it.

Pulled from 125 sources

This week

Intel gets waiver after worries fuzzy US ban on foreign-made robots may hit fabs

Ars Technica
Chips & Compute2 min read

AI chipmaker Cambricon’s sales miss points to tight chip supply in China

The Next Web

AI Chipmaker Cambricon Sales Miss Signals Output Constraint

Bloomberg
Chips & Compute4 min read

Intel CTO tells Dwarkesh Patel the world lacks tools to 10x chip output

The Next Web

Huawei Gets $2.3 Billion Offshore Loan as Chip Spending Soars

Bloomberg
Chips & Compute58 min read

What will computer chips look like in 2045?

Dwarkesh Podcast
Chips & Compute3 min read

Nvidia's Jensen Huang says he sees no sign of a 2029 memory glut: 'You can always use more'

CNBC

Intel Touts Factory Expansion Progress in Sign of Growing Demand

Covered by 3 sources
Chips & Compute4 min read

NVIDIA Expands Supply Chain Capacity With Six Manufacturing Partners

Unite.AI
Chips & Compute3 min read

A visit to Samsung’s massive new semiconductor hub

MIT Technology Review
Chips & Compute3 min read

Nvidia reportedly wants all its HBM suppliers to use TSMC’s 3nm process

The Next Web

This month

Finance3 min read

AI boom sustains S. Korea's growth despite global headwinds: IMF official

Yonhap News Agency
Chips & Compute4 min read

(Yonhap Interview) DeepX eyes '1st mover' strategy in global physical AI market through partnerships with Intel, AMD

Yonhap News Agency
Chips & Compute3 min read

TSMC posts a sixth straight record profit but turns cautious on 2027

The Next Web
Chips & Compute3 min read

Japan puts up to $21bn into two GlobalFoundries chip fabs in New York

The Next Web

Vinci targets faster chip design and simulation with physics-driven AI

SiliconANGLE

Malaysia Unveils Six Chips in Bid to Move Up Technology Chain

Bloomberg
Chips & Compute2 min read

China’s CXMT swings to a nearly $20B profit as memory prices soar

The Next Web

Taiwan to Fund $4 Billion Texas Complex for AI, Nvidia Partners

Bloomberg

TSMC’s Upbeat Outlook Fails to Quash AI Buildout Concerns

Covered by 2 sources

TSMC Open to Working With Terafab But Must Control Plants

Covered by 2 sources

Scimplify raises $25M to challenge China’s grip on critical materials with AI

Covered by 2 sources

ASML Struggles to Lift Capacity to Keep Up With Torrid AI Demand

Covered by 2 sources

GlobalFoundries Gets $21 Billion for Plants in US-Japan Deal

Bloomberg
Chips & Compute1 min read

'The power of shrink' — tour the little-known $25B company that chipmakers can't live without

CNBC
Chips & Compute3 min read

ASML says it cannot meet chip tool demand in 2027 or 2028

Covered by 2 sources
Chips & Compute2 min read

SK hynix projects AI infrastructure performance to grow 20-fold by 2030

Yonhap News Agency

AI Chips’ New Secret Sauce Is Packaging

The Wall Street Journal

Murata Weighs Further Capacity Expansion to Meet Huge AI Demand

Bloomberg
Chips & Compute5 min read

Semtech Secures Dedicated SiGe Capacity at Tower for AI Interconnect

Unite.AI
Finance3 min read

IMF upgrades 2026 global growth outlook as AI boom in Asia continues

Kyodo News
Chips & Compute5 min read

Applied Materials Unveils EPIC Center for Collaborative Chip R&D

Unite.AI
Chips & Compute3 min read

Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneck

CNBC

OpenAI Asked The Chip Industry To Build Faster. Then It Built Its Own Chip Team.

Forbes
Chips & Compute5 min read

GlobalFoundries Tops Out Dresden Fab Expansion and Unveils FDX Fusion

Unite.AI

GlobalFoundries Rallies After Announcing $2 Billion TSMC Deal

Bloomberg

Intel to Keep Working on Elon Musk’s Terafab Chipmaking Venture

Bloomberg
Chips & Compute2 min read

AMD CEO says S. Korea key partner in AI chips

Yonhap News Agency

ASML’s chip packaging move threatens Besi shares, Bank of America says

The Next Web
Chips & Compute5 min read

Applied Materials and Intel Partner on AI Chipmaking at EPIC Center

Unite.AI

Samsung Electro-Mechanics wins 290 bln-won AI server capacitor supply deal in U.S.

Yonhap News Agency

Qualcomm Licenses Patents Linked to Huawei LogicFolding Tech

Bloomberg
Chips & Compute3 min read

Volantis raises $88M for a photonic memory layer built for AI inference

Covered by 2 sources

TSMC Mulls Multibillion-Dollar Texas Site for More AI Chips

Covered by 2 sources

Applied Materials Brings Besi Into EPIC Center as Innovation Partner

Unite.AI
Chips & Compute5 min read

The Chip Industry’s Emergent Challenge: Tackling The Memory Wall

Forbes

From Geisha Face Paint to Servers, Sakai Chemical Emerges as AI Linchpin

Bloomberg

Sovereignty means controlling a substantial part of the chip supply chain: Mindgrove CEO Shashwath TR

ET AI (The Economic Times)

See How Elon Musk’s Sunbelt Investments Are Reshaping His Business Empire

The Wall Street Journal
Chips & Compute5 min read

China's AI chip blitz arms Xi with a message for Trump: 'You can't choke us off'

CNBC
Chips & Compute1 min read

Feeding each other’s growth: AI needs chips. Chips need AI: Shree Harsha, Dassault Systèmes India

ET AI (The Economic Times)
Showing the 60 most recent of 111 stories on Semiconductor Manufacturing