tom's Hardware on MSN5h
China will likely reduce purchase of chipmaking tools this year as homegrown toolmakers ramp up
This year's wafer fabrication equipment (WFE) sales to Chinese chipmakers will drop because of sanctions and overcapacity, according to a TechInsights webinar.
Taiwan Semiconductor Manufacturing (TSM) to Produce OpenAI’s First In-House AI Chip on 3nm Process
We recently compiled a list of the 10 AI News and Ratings You Should Take a Look At. In this article, we are going to take a ...
TSMC reportedly plots 2027 start date for its 3 nm US fab, but will that be in time to save next-gen GPUs from tariffs?
Maker of most of the world's cutting-edge chips, TSMC, is reportedly accelerating its plans to produce modern 3 nm chips in ...
Taiwan Semiconductor Manufacturing Company Limited (TSM): A Bull Case Theory
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...
Sumco's Long-Term Upside in Artificial Intelligence Offset by Competition in China
We assign Sumco a Morningstar Uncertainty Rating of High. Sumco operates in the semiconductor industry, which is one of the most cyclical industries. Earnings are volatile, with operating margin ...
siliconsemiconductor1d
Laser Photonics propels R&D efforts in wafer marking
High-precision Laser Wafer Marking technologies are designed for engraving serial numbers and other critical information on silicon and compounds used in the semiconductor industry.
TSMC: AI Foundry Leader For GPUs And ASICs
TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...
Semiconductor Engineering1d
IC Equipment Communication Standards Struggle As Data Volumes Grow
Timely engineering fixes rely on high-speed communications standards, but data inconsistencies are getting in the way.
Business Wire1d
Ex-TSMC Exec Urges Stronger Taiwan-U.S. Cooperation Amid Chip Tariff Threat
If the United States imposes tariffs on Taiwan-made semiconductors, Taiwan should work actively to enhance industrial ...
Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
Quanmatic Completes Proof-of-Concept for Manufacturing Process Optimization Using Quantum Technology with ROHM and Initiates Full-Scale Implementation
TOKYO, JAPAN / ACCESS Newswire / February 9, 2025 / Founded in Tokyo in the fall of 2022, Quanmatic Inc. focuses on ...