The Latest Breaking News from TSMC

Promises, promises. And a few hail Marys?

Intel's 1.8nm-class process technology with RibbonFET and PowerVia is nearly ready for mass production.

Following Intel’s painful Q2 earnings call and the announcement of their 2025 cost reduction plan last week, it has become increasingly evident that Intel’s future is in the hands of their foundry group. Between Intel’s IDM 2.0 initiative and their internal chip production plans, all roads lead back to Intel…

Reports indicate that the Tensor G4 chips could be a minor upgrade, with the real advancements coming later on the Tensor G5 platform.

The semiconductor industry is at a pivotal point, with Intel's recent earnings decline and dividend cut opening opportunities for other players to leverage their superior technologies and manufacturing capabilities, potentially reshaping the competitive landscape.

Sources say the first half of 2025 is more likely.

Huawei's Kirin chip will allegedly use a unified memory architecture, doubling its memory bandwidth compared to previous PC chips.

Though AI companies were once stock market darlings, investors are starting to lose patience.

Intel capitalization drops by $39 billion overnight due to modest business outlook and a massive layoffs plan.

Intel can still turn the ship around, but time is running out.

Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34…