The Latest Breaking News from Semiconductor

How Taiwan came to dominate the global chip industry

One firm, Taiwan Semiconductor Manufacturing Company (TSMC), produces more than 90% of the world’s most advanced semiconductor chips. These chips are essential for smartphones, artificial intelligence, high-performance computing and cutting-edge military systems.

The Conversation · Apr 1

Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply

Senior Chinese semiconductor executives said AI-driven demand is creating bottlenecks across equipment, passive components, and workforce capacity.

Tom’s Hardware · Mar 30

From a dentist's basement to half a trillion dollars and AI: Here's how memory manufacturer Micron Technology got there

Just call me the 'Potato Consumer Gamer' from now on.

PC Gamer · Mar 30

Down 20% Over the Past Week, Should You Buy the Dip in Micron Stock?

Micron Technology saw a post-earnings sell-off despite blowout AI-driven results. Is this a buy-the-dip opportunity?

Barchart · Mar 27

Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Broadcom insiders recently sold $88 million in stock, rattling investors even as the company’s AI‑driven results and guidance remain strong.

Barchart · Mar 26

Elon Musk's Terafab semiconductor project could cost $5 trillion, Bernstein claims — herculean effort would cost more than 70% of the total yearly US government budget

To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

Tom’s Hardware · Mar 26

Arm Just Debuted Its First In-House Chip. Should You Buy ARM Stock Now?

As Arm enters the AI chip race with its own silicon, should investors jump in, or wait for a better entry point?

Barchart · Mar 25

Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer — heavy electrical infrastructure the latest AI buildout bottleneck

Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs.

Tom’s Hardware · Mar 25

The AI Gatekeeper: TSMC's Chokehold Signals Dominance

Taiwan Semiconductor Manufacturing Company's manufacturing bottleneck for advanced chips confirms its dominant role in the AI industry.

MarketBeat · Mar 25

Helium supply crunch puts MRI services at risk amid Qatar disruptions

Iran's strikes on Qatar's Ras Laffan gas hub have disrupted helium production, showing how the conflict is rippling beyond energy markets to hit industries from technology to healthcare.

Euronews · Mar 25