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✇Tomshardware

Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung

作者 ashilov@gmail.com (Anton Shilov)
2025年7月25日 06:36
Intel admits that it may halt or cancel development of its 14A (1.4nm-class) process node — its first to use High-NA EUV — if it fails to secure a major external customer or meet key milestones, which would likely mean its exit from the leading-edge semiconductor race.

✇Tomshardware

Nvidia's desktop PC chip holdup purportedly tied to Windows delays — ongoing chip revisions and weakening demand also blamed

作者 editors@tomshardware.com (Hassam Nasir)
2025年7月22日 20:26
Nvidia and MediaTek have allegedly delayed the N1X AI PC platform to early 2026, possibly because of Microsoft’s next-gen OS delays, ongoing Nvidia chip revisions, and weakening consumer notebook demand. The launch will now prioritize enterprise PCs, while GB10-based AI workstations are expected to debut much sooner.

✇Tomshardware

Exclusive: GlobalFoundries says MIPS takeover will expand its business without creating competitive friction with its clients

作者 ashilov@gmail.com (Anton Shilov)
2025年7月12日 01:26
GlobalFoundries' acquisition of MIPS will not turn it into a chipmaker, but will enhance its role as a foundry by offering ready-to-use RISC-V processor IP to help customers accelerate development.

© GlobalFoundries

✇Tomshardware

Zombie fabs plague China's chipmaking ambitions, failures burning tens of billions of dollars

作者 ashilov@gmail.com (Anton Shilov)
2025年7月10日 17:48
China has made progress in advanced chipmaking, but many ambitious fab projects failed due to lack of expertise, poor planning, and U.S. export restrictions — leaving behind numerous costly but unused 'zombie fabs' across the country.

© SMIC

✇Tomshardware

LG Innotek to slim down smartphones by replacing solder balls with copper posts

作者 ashilov@gmail.com (Anton Shilov)
2025年7月8日 16:23
LG Innotek introduced Copper Post packaging technology, which replaces traditional solder balls in semiconductor substrates, enabling slimmer, denser, and cooler smartphone designs.

© LG Innotek

✇Tomshardware

TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs — TSMC says US investments won't impact other regions

作者 ashilov@gmail.com (Anton Shilov)
2025年7月5日 20:51
TSMC is reportedly slowing work on its second Japanese fab to accelerate buildout in Arizona in anticipation of possible U.S. tariffs on Taiwan-made chips, though the company maintains that its expanded American investments will not affect its projects in Japan and Germany.

© Paul Morris/Bloomberg via Getty Images

✇Tomshardware

White House lifts chip design export ban on China in exchange for rare earth materials compromise — export licences for EDA software sales no longer required

作者 ashilov@gmail.com (Anton Shilov)
2025年7月3日 20:06
The U.S. has lifted recent license requirements on exporting chip design software to China in exchange for Beijing easing rare earth export controls, enabling Cadence, Siemens, and Synopsys to resume shipments to clients in the People's Republic.

© Synopsys

✇Tomshardware

Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival — Intel reportedly to focus on 14A (Updated)

作者 ashilov@gmail.com (Anton Shilov)
2025年7月3日 00:54
Intel CEO Lip-Bu Tan is weighing whether to stop offering the company's 18A technology to external clients and instead focus on the next-generation 14A process, a move that could withdraw Intel from the broad foundry market for several years.

© Intel

✇Tomshardware

SpaceX launches UK satellite to create semiconductors in low Earth orbit — sub-zero temps and vacuum of space could advance AI data centers and quantum computing

2025年6月28日 19:00
A satellite designed to produce semiconductors in space has reached low-Earth orbit, launching on a SpaceX rideshare mission. ForgeStar-1 from Space Forge seeks to be a proof of concept to prove that fabrication in space is possible and scalable.

© Space Forge

✇Tomshardware

China to pivot $50 billion chip fund to fighting U.S. squeeze as trade war escalates — country to back local companies and projects to overcome export controls

作者 ashilov@gmail.com (Anton Shilov)
2025年6月27日 22:33
China's Big Fund III is refocusing on building local lithography equipment and chip design software after U.S. export bans blocked access to advanced tools, pushing managers to prioritize filling these critical gaps over supporting already strong areas.

© Getty /Yaorusheng

✇Tomshardware

Semiconductor industry faces critical talent crisis — one million additional skilled workers needed by 2030

作者 ashilov@gmail.com (Anton Shilov)
2025年6月26日 18:00
The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.

© GlobalFoundries

✇Tomshardware

Intel details 18A process technology — takes on TSMC 2nm with 30% density gain and 25% faster generational performance

作者 ashilov@gmail.com (Anton Shilov)
2025年6月23日 17:59
Intel has fully detailed its 18A (1.8nm-class) process at VLSI 2025, highlighting major performance, power, and density improvements enabled by RibbonFET transistors and PowerVia backside power delivery.

© Intel

✇Tomshardware

Texas Instruments commits $60 billion to U.S. semiconductor manufacturing — includes planned expansions to Texas, Utah fabs

2025年6月19日 01:00
Texas Instruments follows the semiconductor industry in announcing its new investments in expanding U.S. facilities, though we already knew about most of the projects.

© Shutterstock

✇Tomshardware

Imec's next-gen high-speed chip transistor addresses manufacturing concerns — outer wall forksheet design simplifies production, but may sacrifice density

作者 ashilov@gmail.com (Anton Shilov)
2025年6月18日 23:46
Imec has introduced a more manufacturable version of its forksheet transistor, named the outer wall forksheet, intended to extend gate-all-around (GAA) technology through the A10 node and serve as a stepping stone toward future CFET designs.

© Intel

✇Tomshardware

Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making two million AI processors despite US restrictions

2025年6月16日 00:06
Two of the most important companies behind China’s semiconductor self-sufficiency and AI supremacy hopes were dealt a blow on Saturday, with their addition to Taiwan’s strategic high-tech commodities entity list.

© SMIC

✇Tomshardware

CHIPS Act beneficiaries 'mired in NIMBY fights and two-year permits' — delays to Micron, Amkor, and SK hynix NY fabs costing $5M per day

作者 ashilov@gmail.com (Anton Shilov)
2025年6月11日 21:14
Several major U.S. semiconductor projects — including Amkor’s packaging plant in Arizona, Micron’s $100B DRAM fab in New York, and SK hynix’s HBM site in Indiana — are facing delays or opposition due to environmental reviews and local protests.

© TSMC

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