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Thursday 28 December 2023
AI chip rivalry heats up: Micron and Intel challenge Samsung, SK Hynix and Nvidia dominance

As the artificial intelligence (AI) chip market gains momentum, major players are strategically exploring new avenues to capitalize on the growing opportunities. Companies...

Wednesday 27 December 2023
ASML's latest High-NA EUV machines present procurement dilemma for chipmakers
With Samsung Foundry, TSMC, and Intel entering mass production of 3nm GAA, 3nm FinFET, and Intel 4 processes in 2022-2023, the three major semiconductor makers are gearing up to develop...
Wednesday 27 December 2023
MediaTek CEO reiterates TSMC as a 3nm foundry partner
TSMC has scaled up its 3nm production output since the second half of 2023, thanks to the adoption of key customer Apple, and more customers will join and ramp up 3nm production in...
Wednesday 27 December 2023
Intel to invest US$25 billion in building Fab 38 in Israel after receiving grants
After receiving US$3.2 billion in government grants from Israel, Intel began the construction of Fab 38 in Kiryat Gat near Gaza in a show of confidence in Israel amid Intel's production...
Tuesday 26 December 2023
AI PCs seen as key to driving DRAM and NAND market revival
With the successive release of new AI PCs equipped with artificial intelligence (AI) capabilities, the South Korean industry believes this trend will boost market demand for not only...
Friday 22 December 2023
Intel unveils Gaudi 3 but challenge remains for exporting to China
Before the year-end holidays of 2023, Intel held an "AI Everywhere" conference to launch its Meteor Lake and Gen5 Xeon CPU as Intel CEO Pat Gelsinger copied Steve Jobs's "One More...
Friday 22 December 2023
AI PCs to generate value on par with AI servers, say IC substrate makers
Although the current hot topic is the adoption of AI into PCs, true AI PCs remain a dream, with only Intel's Core Ultra processors, codenamed Meteor Lake, coming close.
Friday 22 December 2023
Intel CEO Pat Gelsinger charts a course of tech leadership amidst quantum and AI advancements
Intel CEO Pat Gelsinger recently outlined his vision for Intel's continued leadership in the semiconductor industry when speaking at the Massachusetts Institute of Technology (MIT),...
Friday 22 December 2023
ASML confirms shipping High NA machines to Intel
According to a statement on the social media platform X, ASML said the company is excited and proud to ship the first High NA (0.55 numerical aperture) EUV system to Intel. Meanwhile,...
Tuesday 19 December 2023
Major Taiwanese notebook brands follow in Intel's AI PC footsteps and introduce new products
Intel's launched its next-gen processor, Core Ultra, on December 15. In response, all major Wintel PC brands have introduced new products that emphasize AI functions. Looking at the...
Tuesday 19 December 2023
PC peripheral IC suppliers gearing up for replacement demand
Suppliers of power management ICs (PMIC), touchpad controllers, and high-speed transmission processors are preparing to meet the demand generated by the upcoming wave of notebook...
Monday 18 December 2023
Taiwan-based chip companies expanding in Malaysia
Amid the ongoing geopolitical tensions that hit the global chip supply chain, Taiwan-based semiconductor equipment and material suppliers are accelerating their investments in Mala...
Friday 15 December 2023
Brand PC vendors gearing up for new AI PC rollouts
Brand PC vendors will start rolling out their new AI PC models later this month through the first quarter of 2024 when new processor platforms from Intel and AMD will become availa...
Friday 15 December 2023
Intel AI-centric chips pave the way for AI everywhere era across devices
At the "AI Everywhere" event, Intel launched the 5th-gen Xeon processor, code-named Emerald Rapids, and Intel Core Ultra mobile processors to compete in an AI era. Intel also showcased...
Monday 11 December 2023
Nvidia would love to have third foundry partner, says CFO
Nvidia once again expressed the possibility of outsourcing chipmaking to Intel as Intel is on track to realize its roadmap to 2025, delivering five nodes in four years.