Samsung, ARM Expand Collaboration in HPC at 7nm, 5nm
…Intel and AMD are both going to have to contend with that -- Intel, of course, as the reigning champion of the server market with something like 99% market share prior to the…
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Intel’s 14A Customer Wins Would Require a Massive CapEx Boost, With Official Saying It Would Prove Team Blue Can Compete in the Chip Race
Intel is preparing for its 14A node to be entirely directed towards external customer adoption; however, this decision would likely drive up the foundry's expenditures. Intel's 14A Success Would Require…
Intel could soon be making almost everything for Apple according to reports
…For Intel, the reported agreement could give a major boost to its foundry ambitions as the company has spent the past several years attempting to rebuild its chip manufacturing business. Securing Apple…
Even China’s Largest Chip Company, SMIC, Isn’t Safe From DRAM Shortages, but It Is Urging Customers Not to Scale Back Orders or Risk Losing Capacity Access
…the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in…
TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet
…This also opens up opportunities for the likes of Intel and Samsung Foundry, and while the latter has been successful in attracting attention from NVIDIA, Tesla, and Apple, Intel still has a…
Apple is reportedly eyeing Intel and Samsung foundries for its A21 chips as TSMC supply constraints tighten
…Intel Foundry rumored with possible Intel 18A process node orders with Intel, Google and NVIDIA Read more : TSMC can't keep up with AI chip demand, with shortages projected to last beyond…
Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A
…With Intel eying 14A a phenomenal release, the foundry CapEX around the process will grow much higher. It would be interesting to see whether Intel manages to nail processes like 18A and…
NAND Manufacturers Slash Output as Prices Crater
…As prices have fallen, multiple companies have announced plans to draw down manufacturing and attempt to protect their profit margins. According to Intel in its Q1 2019 conference call, NAND price declines…
Microsoft at NVIDIA GTC: New solutions for Microsoft Foundry, Azure AI infrastructure and Physical AI - The Official Microsoft Blog
…Companies such as Corvus Energy are already using Foundry to replace manual inspection workflows with agent-driven operational intelligence across their global fleet. We are further simplifying the path from prototype to…
China May Launch Chip Consortium to Challenge Intel, AMD
…build a domestic silicon manufacturing base that can meet demand will require access to cutting edge nodes. Now Read : Intel’s CEO Travels to Europe to Talk Foundries as Silicon Nationalism Rises…