Insights
Japan’s Rapidus has gained attention for its progress on 2nm chips, a market supposedly dominated by foundry giants like TSMC, Intel, and Samsung. According to Nikkei, the company plans trial production in April and aims to provide 2nm samples by June. To fully understand Rapidus’ potential a...
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As the former Biden administration tightened chip export controls, targeting processors with 30 billion transistors at 16/14nm or smaller nodes, TSMC followed suit. Chinese media ijiwei reports that TSMC notified many Chinese IC firms it would halt shipments of 16/14nm and below products from Januar...
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Following ChatGPT, DeepSeek’s emergence, the AI boom has been further fueled. Driven by AI, the demand for advanced process chips continues to surge. While 3nm chips have already entered mass production, multiple manufacturers are actively investing in 2nm fabs to meet future market needs, targeti...
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While Intel is still hunting for a new CEO, one candidate stands out to revive its foundry business. Following the leadership shake-up of GlobalFoundries, the new arrangement has fueled speculation that the outgoing CEO Thomas Caulfield could take over at Intel or its foundry division, whether spun ...
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While Intel is still in its quest of finding a new CEO to turn the tables, it may not be the only tech giant in this position. On February 5th, three semiconductor heavyweights—GlobalFoundries, Skyworks, and Arm China—appointed new leaders as they work to overcome the headwinds. GlobalFoundri...