Huawei outwitted TSMC and bypassed sanctions
The Taiwanese company TSMC some time ago informed the American authorities about a possible attempt by Huawei to circumvent sanctions and produce chips for AI accelerators at the facilities of…
Rumors: Apple will introduce new Macs with M4 chips in the coming days
In the coming days, Apple may introduce updated MacBook Pro, iMac and Mac mini models, which will likely receive the M4 chip. This is indicated by low stocks of current…
Silicon wafer supply volumes will decline by 2% this year, only to grow by 10% next year
The pandemic, with its rushing demand for electronic components, became a local peak of activity for the silicon wafers market, but after 2022, demand for them continued to decline. It…
TSMC will continue to expand CoWoS chip packaging capacity even in 2026
For the segment of computing accelerators used as part of artificial intelligence systems, TSMC’s ability to package a sufficient number of chips using the CoWoS method is of great importance,…
No customers were found for Samsung’s Texas chip factory – causing problems for ASML and others
According to Reuters, the new facility built by Samsung Electronics in Taylor, Texas, is not ready to launch due to the lack of a sufficient number of customers, which is…
TSMC is not going to buy Intel factories and promises to launch its third plant in the US by the end of the decade
TSMC’s quarterly earnings conference was characterized by the company’s demonstration of being quite frugal in terms of capital expenditures, which further encouraged investors. At the same time, the company promised…
The TSMC report corrected the ASML “mistake” – the global IT industry won back yesterday’s losses
Yesterday’s quarterly reports from ASML, published ahead of time due to a “technical error,” upset many investors; as a result, IT companies around the world lost about $420 billion in…
ASML’s 2025 revenue forecast disappoints investors, shares fall 16%
According to tradition, the Dutch lithography equipment supplier ASML opened the quarterly reporting season, but did so a day ahead of schedule. Investors were disappointed by two developments: a lower…
The US intends to limit the export of computing accelerators to the Gulf countries
Countries in the Middle East, traditionally dependent on oil exports, have recently been trying to increase their own computing power related to artificial intelligence. US authorities are concerned about these…
Nvidia is close to regaining its status as the world’s most valuable company
In June of this year, Nvidia already managed to briefly become the world’s largest company by capitalization, and yesterday’s rise in the share price to a record $138.07 per share…