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Eric Demers leaves for Intel after 14 years at Qualcomm — father of Radeon and Adreno GPUs now sits at Lip-Bu Tan's table
Father of Radeon and Adreno GPUs leaves for Intel after 14 years at Qualcomm...
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Apple Now Facing Unprecedented Competition for Chip Supply
Apple increasingly has to compete with other companies for chips made by Taiwan Semiconductor Manufacturing Co. TSMC, as surging demand for artificial intellige...
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Taiwan to invest $250B in US semiconductor manufacturing
The U.S. struck a trade deal with Taiwan as the country looks to help boost domestic semiconductor manufacturing....
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GlobalFoundries acquires ARC and RISC-V IP from Synopsys — company gains critical CPU IP as it grows beyond being a mere chipmaker
GlobalFoundries acquires more CPU IP as it is reshaping its role in the semiconductor supply chain and becomes an IP and manufacturing partner rather than just...
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Apple forced to ‘fight’ for chip capacity, pay higher TSMC prices: report
Apple’s once dominant position as a TSMC customer is facing fresh challenges as the AI boom raises GPU demand from companies like NVIDIA and AMD, according to a...
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TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would be a disaster for TSMC for sure,' company will invest $52-$56 billion in capex
TSMC executive team expects continuous revenue growth in 2026, and onwards as rich AI companies will keep buying AI accelerators for years to come....
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Apple Is Fighting for TSMC Capacity as Nvidia Takes Center Stage
Article URL: https://www.culpium.com/p/exclusiveapple-is-fighting-for-tsmc Comments URL: https://news.ycombinator.com/item?id=46633488 Points: 6 Comments: 0...
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SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus
SK hynix is investing $12.9 billion to build a campus-scale, HBM-only advanced packaging and test facility in Cheongju, South Korea, designed for the next gener...
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Luminar lines up $22 million bidder for its lidar business
The bid comes from Quantum Computing Inc., which already lined up to buy Luminar's semiconductor division. Luminar founder Austin Russell has also expressed int...
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Report: Rise of AI Is Corroding Apple's Influence Over TSMC
A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created the modern leading-edge foundry model, the rapid rise of AI comp...
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President Trump, Sec. Lutnick praise Intel after the launch of Panther Lake chips — says investment in company already bringing ‘tens of billions of dollars for the American people’
President Donald Trump and Commerce Secretary Howard Lutnick went on their respective social media platforms to praise Intel and its CEO, Lip-Bu Tan, for the la...
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Nvidia’s reportedly asking Chinese customers to pay upfront for its H200 AI chips
Nvidia is now requiring its customers in China to pay upfront in full for its H200 AI chips even as approval stateside and from Beijing remains uncertain....