TSMC A16 (1.6nm) Process and Nvidia Feynman: Inside the $54B Capex Bet
TSMC accelerates A16 1.6nm production as Nvidia's next-gen Feynman AI chip becomes the anchor customer, driving record capital expenditure.
Chips
Latest articles in Chips
CoWoS Advanced Packaging Faces Capacity Crunch as AI Demand Surges
TSMC's CoWoS packaging capacity remains critically constrained, with ASE, Amkor, and Samsung racing to expand as Nvidia consumes over 60% of available output.
AMD MI400 Series: The $7.2B Bet to Break Nvidia's AI Grip
AMD's Instinct MI400 accelerators pack 320 billion transistors and 432GB of HBM4 memory, positioning the company as a credible second source for hyperscale AI compute.
TSMC Forecasts $1.5 Trillion Global Chip Market by 2030 as AI Reshapes the Industry
TSMC revises its 2030 semiconductor market forecast upward by 50%, with AI and high-performance computing expected to drive 55% of demand.
Beyond Nvidia: Groq, Cerebras, and Tenstorrent Reshape the AI Chip Startup Landscape
AI chip startups are attracting billions in venture funding as Groq's LPU, Cerebras WSE-3, and Tenstorrent's RISC-V approach offer alternatives to GPU dominance.
US-China Chip Export Controls Reshape Semiconductor Geopolitics in 2026
From H200 reversals to annual licensing for TSMC, Samsung, and SK Hynix, semiconductor export controls are reshaping the $600 billion global chip market.
Intel Foundry Turnaround Gains Momentum with 14A Node, Apple and Nvidia Interest
Intel's foundry services attract major customer interest as 14A PDK release and aggressive equipment orders signal CEO Lip-Bu Tan's strategy is taking hold.
HBM Memory Boom Reshapes the Semiconductor Landscape as AI Chips Drive Insatiable Demand
High Bandwidth Memory has become the critical enabler of AI computing, with SK Hynix, Samsung, and Micron racing to scale HBM3E and HBM4 production.
AI Transforms Chip Design: Inside the EDA Revolution
Synopsys and Cadence are embedding AI into every stage of chip design, as generative AI and machine learning reshape the $20 billion electronic design automation industry.