…Each is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices. GlobalFoundries is becoming a U.S. and European specialty foundry, backed by $1.575 billion in CHIPS Act…
…Massive AI data center buildouts are squeezing energy supplies Ultra Ethernet: The data center interconnection of tomorrow “As part of our broader strategy to become a more focused and efficient company, (the…
…China supplied 46% of Qualcomm's revenue in 2025, almost all of it from smartphone silicon, and Amon’s data center plan could revive the same export-compliant strategy that cut Nvidia…
…secure domestic capacity for the chips that underpin AI, at a moment when the U.S., China, Japan and the EU are all pursuing their own semiconductor industrial strategies. For Seoul, the…
…Intel's CPO strategy is largely focused on its Optical Compute Interconnect (OCI) chiplet , which is a self-contained optical I/O subsystem packing both EIC and PIC that can be co…
…In the past, most chiplet implementations relied on proprietary interfaces. UCIe is now moving into production deployments, including at hyperscalers, which makes heterogeneous integration much more practical. Third, supply-chain resilience has…
…As the global economic shortages squeeze chip supply and models increasingly lean on optimizations to make workloads more efficient and potentially profitable, making custom silicon for your own data centers makes a…
…Chipmaking A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking…
…China has domestic NAND and DRAM makers, and their strategy is not the same as that of foreign memory suppliers. Because they receive government support, they also have a responsibility to help…
TSMC has reportedly told customers to prepare for price increases across its advanced chipmaking portfolio, extending the hikes beyond the newer 3nm process to include 7nm and even legacy products. According to…