News
TSMC: Steady Progress in Advanced Nodes, Reduced Revenue Share from Mature Nodes On November 26, TSMC held an equipment installation ceremony for its new 2nm fab in Kaohsiung, marking the company's first 12-inch wafer fab in Kaohsiung, Taiwan. This milestone signals TSMC's transition fr...
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According to a report from Liberty Times, citing Bloomberg, in the wake of Intel’s postponement of its fab construction project in Magdeburg, Germany, the German government is preparing new investments in the semiconductor industry, with insiders estimating the funding to be around €2 billion (...
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Intel has finally secured the USD 7.86 billion in direct funding under the U.S. CHIPS Act a couple of days ago. However, there is a premise: the company would not be allowed to sell its stake in the chipmaking unit at will, according to the latest report from Reuters. The report notes that the de...
Insights
Intel has recently announced that it will discontinue integrating DRAM into CPU packaging following Lunar Lake (LNL). However, this actually reveals deeper issues: Intel’s crisis in product planning and organizational decision-making. TrendForce's latest analysis points out that this setback...
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Is one of the largest purchases in the tech industry turning into a mirage? According to the latest report by Bloomberg, Qualcomm's interest in acquiring Intel has waned, as the challenges involved in acquiring the entirety of Intel have made the deal less appealing to the U.S. chip giant. Howeve...