If these “billions per year” in deals close, it’d mark quite the turnaround for Intel Foundry, which generated just $307 million in external revenue last year.
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Taiwan’s National Security Bureau claims that China is intensifying efforts to steal semiconductor process technologies and other chip-related know-how from Taiwan as international restrictions get more severe.
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As Intel joins Elon Musk’s TeraFab project, Lip-Bu Tan expects Elon Musk to reimagine the semiconductor industry.
Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.
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Bipartisan group of U.S. senators propose to impose blanket ban on export of advanced DUV lithography and etching tools to Chinese companies known to have worked with China’s military, such as CXMT, Huawei, SMIC, and YMTC….
New rumor indicates that TSMC is looking forward to expand its presence in the U.S. to 12 fabs and four packaging facilities.
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In a mutually beneficial deal, Intel repurchases 49% of Fab 34 from Apollo for $14.2 billion, reducing pressure on its margins, but paying a hefty $3 billion premium to the financial company.
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Some industry analysts expect it will take Qatar around five years to regain lost capacity.
One of the three landmark cases involving the theft of trade secrets from TSMC has run through investigative and court proceedings, and a verdict is scheduled for April 27.
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Elon Musk’s TeraFab has been announced, and the first employees are now being hired. But can this venture scale to all of its terawatt glory? Or will it just help Tesla, SpaceX, and xAI land additional chips they cannot ge…