TSMC lines up four years of price hikes as 3nm stays squeezed
Rivals rejoice
TSMC is getting ready to jack up 3nm wafer prices, and nobody seems prepared to get upset about it.
TSMC’s N-2 rule leaves US big tech snuffling around Samsung’s 2nm
Taiwan keeps the sharp stuff at home, so Texas is suddenly popular.
TSMC has one hand tied behind its back, and Samsung Electronics is trying to cash in.
Intel close to scoring a packaging deal with Apple
CoWoS shortages open the door for Chipzilla’s EMIB
The dark satanic rumour mill has manufactured a hell on earth yarn claiming that the Fruity Cargo Cult Apple is weighing up Intel’s chip packaging tech as bottlenecks at TSMC threaten to slow its bespoke AI server silicon ambitions.
Baltra is just another Apple chip to feed the inference beast
Custom silicon, same old dependency
The Fruity Cargo Cult Apple's over-hyped server chip may be to provide the outfit with its own cloud AI silicon, which is getting too expensive.
MediaTek frets over pricey 2nm chips for 2026
May juggle two Dimensity 9600 variants
MediaTek’s lone flagship Dimensity 9600 for 2026 is shaping up to be a costly beast as the Taiwanese fabless outfit wrestles with soaring 2nm wafer prices and rumours of switching to a dual-chipset strategy.
TSMC’s CoWoS backlog sparks outsourcing scramble
Taiwan giant turns to local partners as packaging crunch bites
TSMC is stuffed to the rafters with CoWoS orders, and the AI industry is sweating over it, although the company seems to have a cunning plan.
Google’s homegrown TPU muscles into Nvidia’s turf
Big Tech outfit turns its custom silicon into a serious threat
Google’s custom silicon is giving Nvidia a proper fright as the search outfit’s tensor processing units help its Gemini 3 models overtake OpenAI’s latest efforts.
Intel circles the wagons after TSMC lawsuit over exec hire
Insists it has done nothing wrong as talent wars flare up
Troubled Chipzilla is digging in after TSMC accused one of its newly hired vice presidents of breaching a nondisclosure agreement.
Analyst claims TSMC could leapfrog Apple by 2030
Job's Mob can't hide behind its walled garden for much longer
The AI boom is giving TSMC a roaring tailwind while the Fruity Cargo Cult Apple clings to its glory years and hopes no one notices it has not invented a genuinely new product in yonks.
Qualcomm pushes Snapdragon 8 Gen 5 into the spotlight
A not-quite-flagship aiming to look harder than it is
Qualcomm has pushed out another Android chip, and it seems ready to elbow its way into the phones that chase flagship swagger without paying flagship money.