#chipmaking

The Trump administration keeps taking stakes in chipmakers — it may come back to haunt them The Trump administration is planning to buy a direct stake in yet another chip technology company. Earlier this week, the Commerce Department announced that it had signed a letter of intent to buy up...

3 months ago

The Trump administration keeps taking stakes in chipmakers — it may come back to haunt them #Technology #Business #IndustryGiants #Chipmaking #Semiconductors #TechPolicy

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Intel could return to Macs and iPads by 2027 – but this time as Apple's contract chip maker According to Kuo, Apple has already signed a non-disclosure agreement with Intel to access an early 18AP process design kit, specifically a 0.9.1 GA revision that lets Apple's silicon team model and prototype...

3 months ago

Intel could return to Macs and iPads by 2027 – but this time as Apple's contract chip maker #Technology #Business #AcquisitionsandMergers #Intel #Apple #ChipMaking

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Science|Business

@sciencebusiness.net

3 months ago

Can Europe lead in new chips? Europe may be well behind its global competitors in traditional microchip manufacturing, but a wave of emerging technologies could help it recover lost ground or even leapfrog its competition in…

Europe may lag in traditional #chipmaking, but experts say strengths in chiplets, photonics and advanced materials could help it catch up, or move ahead in emerging semiconductor areas.

📌 Read : buff.ly/TEHRY7m

Suported by Chips Joint Undertaking

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Asia Daily

@asiadaily.bsky.social

4 months ago

Cryo-ET Reveals Photoresist Clusters, Cutting DUV Defects by 99 Percent but Hurting EUV What the researchers discoveredA research team in China has captured one of the clearest views yet of what happens to...

Cryo-ET Reveals Photoresist Clusters, Cutting DUV Defects by 99 Percent but Hurting EUV #ChinaTech #Semiconductors #Chipmaking

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Juan Sanchez

@juanyobluesky.bsky.social

4 months ago

Lip-Bu Tan, CEO de Intel, se compromete a reorientar la empresa hacía su nuevo objetivo: IA y fundición de chips Lip-Bu Tan, CEO de Intel, quiere cambiar la orientación de la empresa y enfocarse en otros sectores más rentables como la IA.

🏭 Lip-Bu Tan de Intel fija el rumbo: ¡más IA y chips! ¿Está preparada la industria para este cambio radical? 🚀 #IA #Chipmaking

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Winbuzzer

@winbuzzer.com

4 months ago

TSMC Ditches ‘Manhattan’ for Curves in 2nm Chip Revolution, Powered by Nvidia GPUs - WinBuzzer TSMC is adopting curvilinear masks for its 2nm process, a major shift from traditional 'Manhattan' geometry. Powered by Nvidia GPUs, this revolution in chipmaking is driven by AI.

TSMC Ditches ‘Manhattan’ for Curves in 2nm Chip Revolution, Powered by Nvidia GPUs

#TSMC #Semiconductors #Nvidia #AI #Chipmaking #2nm #Tech #Manufacturing #GPU #Innovation #MooresLaw #EUV #Technology #ArtificialIntelligence #Hardware

winbuzzer.com/2025/11/04/t...

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Substrate raises $100M to do the impossible and reinvent the chipmaking industry An extremely ambitious startup called Substrate Inc. said today it has raised an initial $100 million to fund its mission to disrupt the global semiconductor industry and reinvent chipmaking. The company...

4 months ago

Substrate raises $100M to do the impossible and reinvent the chipmaking industry #Technology #Business #Startups #Chipmaking #Investment #Innovation

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Pablo Valerio

@pablovalerio.bsky.social

6 months ago

Nvidia Navigates an Era of Growth Amidst Mounting Challenges - EE Times Nvidia unparalleled growth and is market dominance faces increasing competition from various sources, and substantial geopolitical challenges.

For Nvidia, impressive results is no longer sufficient; the market demands nothing short of perfection
www.eetimes.com/nvidia-navig... @eetimes.bsky.social
#nvidia #JensenHuang #Chipmaking #FinancialResults #AIInfrastructure #BlackwellArchitecture #Geopolitics #ChinaMarket #AMDCompetition

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Exclusive-Tekscend Photomask targets $2 billion valuation in Tokyo IPO, sources say By Miho Uranaka and Sam Nussey TOKYO (Reuters) -Tekscend Photomask, a Japanese manufacturer of photomasks for chipmaking, is aiming for a valuation of 300 billion yen ($2 billion) in its initial public offering, two sources familiar with the matter said. The company, which is part of Toppan Holdings, could receive listing approval from the Tokyo Stock Exchange as soon as late September, according to the sources, who declined to be named as the information is not public. Toppan carved out the manufacturer three years ago with private equity firm Integral taking a stake in the company. The IPO will include the sale of both new and existing shares, the sources said. Integral will sell shares it holds in the IPO, one of the sources said. Toppan and Tekscend Photomask are currently preparing for the IPO, the photomask maker said. Toppan said the specific schedule has not been decided. Integral did not immediately respond to a request for comment. Tekscend Photomask follows chipmaker Kioxia in taking advantage of rules that allow companies to communicate with potential investors in the IPO before receiving listing approval from the Tokyo bourse. The company manufactures photomasks, which are used to transfer patterns onto semiconductor wafers. Toppan has a 50.1% stake in the business, with Integral holding the remaining 49.9%. Bank of America, Nomura, SMBC Nikko and Morgan Stanley MUFG Securities are lead underwriters on the IPO, the sources said. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. ($1 = 147.3600 yen) The fastest way to find out is with our Fair Value calculator. We use a mix of 17 proven industry valuation models for maximum accuracy. Get the bottom line for 7911 plus thousands of other stocks and find your next hidden gem with massive upside. Full access now available at 50% off while our Summer Sale lasts. Hurry, offer ends soon!

6 months ago

Click Subscribe #IPO #TokyoStockExchange #photomask #chipmaking #ToppanHoldings

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Did Trump save Intel? Not really By Jaspreet Singh, Max A. Cherney and Sayantani Ghosh SAN FRANCISCO (Reuters) -U.S. President Donald Trump is injecting nearly $9 billion into Intel in exchange for a 9.9% equity stake. But the money - which the struggling chipmaker was slated to receive anyway under a federal funding act - will not be enough for its contract-chipmaking business to flourish, analysts said. What Intel needs is external customers for its so-called cutting-edge 14A manufacturing process - a tough ask, at least in the short term. CEO Lip Bu Tan, who took the top job in March, warned last month that the company may have to quit the chip contracting business if it does not land any big clients. "Going forward, our investment in Intel 14A will be based on confirmed customer commitments," he said. Kinngai Chan, analyst at Summit Insights, underlined the economic rationale of Tan’s message: “Intel must secure enough customers’ volume to go to production for its 18A and 14A nodes to make its foundry arm economically viable,” he said, referring to Intel’s manufacturing processes. “We don’t think any government investment will change the fate of its foundry arm if they cannot secure enough customers.” The chipmaker, once synonymous with American chipmaking prowess, has stumbled due to years of management missteps, ceding its manufacturing lead to Taiwan’s TSMC and losing out on the race for artificial intelligence chips to Nvidia. Now, at an impasse, Intel needs to prove it is capable of making advanced chips to attract customers. Reuters has reported that Intel’s current 18A process - less advanced than 14A - is facing problems with yield, the measure of how many chips printed are good enough to make available to customers. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Large chip factories including TSMC swallow the cost of poor yields during the first iterations of the process when working with customers like Apple. For Intel, which reported net losses for six straight quarters, that’s hard to do and still turn a profit. “If the yield is bad then new customers won’t use Intel Foundry, so it really won’t fix the technical aspect of the company,” said Ryuta Makino, analyst at Gabelli Funds, which holds Intel stock. Makino, who believes that Intel can ultimately produce chips at optimal yields, views the deal as a net negative for Intel compared with just receiving the funding under the CHIPS Act as originally promised under the Biden Administration. "This isn’t free money," he said. The federal government will not take a seat on Intel’s board and has agreed to vote with the company’s board on matters that need shareholder approval, Intel said. But this voting agreement comes with "limited exceptions" and the government is getting Intel’s shares at a 17.5% discount to their closing price on Friday. The stake will make the U.S. government Intel’s biggest shareholder, though neither Trump nor Intel disclosed when the transaction would happen. Intel’s shares closed up 5.5% on Friday on news of the government’s equity stake, but fell 1% in post-market trading after the chipmaker detailed the terms of the deal. They have risen 23% so far this year as Tan has announced huge job cuts. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. ’MARGINALLY WEAKER APPETITE’ The investment, the latest extraordinary intervention by the White House in corporate America, is consistent with the president’s desire to boost domestic production and bring back jobs. It follows comments from Trump earlier this month calling Tan "highly conflicted" due to his ties to Chinese firms and demanding Tan’s resignation. However, Trump soon changed his mind about Tan. Some analysts say Intel could benefit from the government’s support, including in building out factories. Intel has said it is investing more than $100 billion to expand its U.S. factories and expects to begin high-volume chip production later this year at its Arizona plant. "To have access to capital and a new partial owner that wants to see you succeed are both important," said Peter Tuz, president of Chase Investment Counsel. The government’s $8.9 billion investment is in addition to the $2.2 billion in grants Intel has received to date, making for a total investment of $11.1 billion, Intel said in a statement. The government will also receive a five-year warrant, at $20 per share for an additional five percent of Intel stock, exercisable if Intel ceases to own at least 51% of the foundry business. "On one hand, a government stake could be viewed as a strong signal that Intel is ’too big to fail.’ On the other hand, people are concerned about potential governance implications and how that may impact the company’s ability to act in the best interest of shareholders," Andy Li, a senior analyst at CreditSights. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. "The company is not receiving incremental government funding ... that indicates a marginally weaker appetite of the U.S. government to provide support." The investment follows a $2 billion infusion from SoftBank announced earlier this week. "This is a great deal for America and, also, a great deal for Intel. Building leading edge semiconductors and chips, which is what Intel does, is fundamental to the future of our nation," Trump said on Friday. ProPicks AI analyzes thousands of stocks using 100+ institutional-grade financial metrics to identify the strongest opportunities. With 80+ strategies across global markets, you might be surprised where INTC appears. Our flagship Tech Titans strategy doubled the S&P 500 within 18 months, including notable winners like Super Micro Computer (+185%) and AppLovin (+157%). Each strategy refreshes monthly with 10-20 high-conviction picks. Even if INTC isn't currently featured, you'll discover similar opportunities in the same industry or theme—stocks the AI identifies before they breakout. Now up to 50% off while our Summer Sale lasts.

6 months ago

Click Subscribe #Trump #Intel #Chipmaking #Technology #Investment

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Ton van Heemst

@bloemendaal.bsky.social

6 months ago

"The fantasy of home-grown chipmaking". Great visual @economist.com ❤️ It perfectly captures the nostalgic sentiment of #MAGA 's #cult followers. #Tariff #Terror #Economic #Nationalism hurts #American (small) #businesses #consumers #pensioners #chipmaking

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WealthWise

@wealthwise-dca.bsky.social

6 months ago

Nvidia is reportedly developing a new AI chip for China, tentatively named the B30A, which is designed to outperform the H20.

#NVDA #Nvidia #NVDAStock #NVDANews #NVDAStockNews #NvidiaStock #NvidiaNews #NvidiaStockNews #AI #China #B30A #NvidiaB30A #Semiconductors #Chipmaking #TechNews #Innovation

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The MES Times

@themestimes.bsky.social

7 months ago

Samsung is reportedly set to invest an extra $7.2 billion in its U.S. semiconductor operations ahead of the South Korea–U.S. summit on August 25.

#Samsung #Semiconductors #ChipMaking #2nm #4nm #Apple #Tesla #USInvestment #ChipPackaging #TaylorFab1 #TechNews

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Analysis-Trump call to oust Intel CEO Tan could sidetrack chipmaker’s turnaround By Arsheeya Bajwa (Reuters) -Intel CEO Lip-Bu Tan is already facing an uphill battle in turning around the ailing chipmaker. Now, U.S. President Donald Trump’s demand that Tan resign over his ties to Chinese firms will only distract him from that task, two investors and a former senior employee said. Trump said on Thursday that Tan was "highly conflicted" due to his Chinese connections. Reuters reported exclusively in April that Tan had invested in hundreds of Chinese firms, some of which were linked to the Chinese military. Tan may now have to mount an effort to reassure Trump that he remains the right person to revive the storied American chipmaker, pulling his focus away from the cost cuts he’s trying to implement. "It is distracting," said Ryuta Makino, analyst at Intel (NASDAQ:INTC) investor Gabelli Funds, which, according to LSEG data, owns more than 200,000 shares in Intel. "I think Trump will make goals for Intel to spend more, and I don’t think Intel has the capabilities to spend more, like what Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA) are doing." AI chip market leader Nvidia and iPhone-maker Apple have committed hundreds of billions of dollars to expand domestic manufacturing, which, according to Trump, will bring jobs back home. Until recently, Intel had emerged as one of the biggest beneficiaries of the 2022 CHIPS Act, as former CEO Pat Gelsinger laid out plans to build advanced chipmaking factories. Tan, however, has significantly pared back such ambitions, as the company’s goal of rivaling Taiwanese chipmaker TSMC’s contract manufacturing chops have fallen short. Tan said last month that he would slow construction work on new factories in Ohio and planned to build factories only when he saw demand for Intel’s chips, a move that is likely to further strain relations with Trump. The company, its board and Tan were making significant investments aligned with Trump’s America First agenda, Intel said in a statement on Thursday, without any mention of Trump’s demand. The statement was "bland", said David Wagner, a portfolio manager at Intel shareholder Aptus Capital Advisors, which owns Intel stock through index funds. "Either defend your leader, which will be the beginning of a difficult road ahead, or consider making a change," Wagner said. Having this play out over a few months is not something that Intel can afford, he said. Tan himself released a statement late on Thursday. "The United States has been my home for more than 40 years. I love this country and am profoundly grateful for the opportunities it has given me. I also love this company," he said, adding that the board was "fully supportive of the work we are doing to transform our company." "BUILT ON TRUST" Tan, a chip industry veteran, took the helm at Intel about six months ago, after the board ousted previous boss Pat Gelsinger over years of missteps and burgeoning losses. The company’s shares are largely flat this year after losing nearly two-thirds of their value last year. Tan was the CEO of chip-design software maker Cadence Design (NASDAQ:CDNS) from 2008 through December 2021. Cadence last month agreed to plead guilty and pay more than $140 million to resolve charges for selling its products to a Chinese military university believed to be involved in simulating nuclear blasts, Reuters reported. The sales to Chinese entities occurred under his leadership. Reuters reported on Wednesday that U.S. Republican Senator Tom Cotton sent a letter to Intel’s board chair with questions about Tan’s ties to Chinese firms and the criminal case involving Cadence. "There has been a lot of misinformation circulating about my past roles," Tan said in his statement on Thursday. "I have always operated within the highest legal and ethical standards. My reputation has been built on trust," he said. It is not illegal for U.S. citizens to hold stakes in Chinese companies unless those companies have been added to the U.S. Treasury’s Chinese Military-Industrial Complex Companies List, which explicitly bans such investments. Reuters in April had found no evidence that Tan at the time was invested directly in any company on that list. But Trump’s remarks have now forced the limelight on an issue that could erode investor confidence. "If you add in another layer of government scrutiny, and everybody looking into how the company is doing whatever it’s doing ... that just makes it harder," said a former senior executive at Intel, who was familiar with the company’s strategy under Gelsinger. Tan’s strategy is to "get rid of all of the non-productive parts of the company and really focus on a key few products," the person said. "If (Tan) leaves, it’s going to just prolong whatever Intel has to do and needs to do really quickly." Before you buy stock in INTC, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is INTC one of them?

7 months ago

Click Subscribe #Intel #Chipmaking #TechNews #DonaldTrump #BusinessAnalysis

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Neowin

@neowin.net

7 months ago

The fastest thing known to man is all set to make your PCs & phones "1000 times faster" Researchers unveil a quantum switch activated by the fastest thing known to man, potentially revolutionizing computing as it promises to be "1000 times faster."

Researchers unveil a quantum switch activated by the fastest thing known to man, potentially revolutionizing computing as it promises to be "1000 times faster." #ChipMaking #QuantumPhysics

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7 months ago

Click Subscribe #Tesla #Samsung #Foundry #Chipmaking #AI

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US startup xLight raises $40 million in race against China for key chipmaking laser By Stephen Nellis PALO ALTO, California (Reuters) -Silicon Valley startup xLight has raised $40 million, aiming to build the first prototype of a new class of laser that could shake up the global chip industry and reclaim U.S. leadership in a field that China is aggressively investing in. XLight’s laser - based on the same technologies as massive particle accelerators used by U.S. national labs in cutting-edge physics research - will sit at the heart of what are known as extreme ultraviolet (EUV) lithography machines. EUV machines are the tools primarily responsible for the creation of smaller, faster chips. In a world where advances in fields such as AI are determined by how many chips Nvidia (NASDAQ:NVDA) and other chip companies can supply, xLight is aiming to help chip factories, called "fabs" in the industry, turn out more of the dinner-plate-sized silicon "wafers" that contain advanced chips more quickly and cheaply. "This is the most expensive tool in the fab. It’s what drives the cost of the wafer more than any other tool in the fab, and it’s what drives capacity more than any other tool in the fab," Nicholas Kelez, CEO of xLight, said at the company’s Palo Alto headquarters. XLight declined to disclose its valuation or precisely when the prototype will be launched. ’TERRIBLE MISTAKE’ The EUV machines themselves took the chip industry decades to develop, and Europe’s ASML (AS:ASML), which xLight is partnering with on its prototype, is currently the world’s only supplier. The U.S. government has worked across multiple presidential administrations to stop EUV machines from being sent to China, with one official calling it the "single most important export control" held by the U.S. and Europe. China has responded by pouring resources into the field, with a close manufacturing partner of national champion Huawei Technologies claiming breakthroughs in developing its own EUV laser and more than a dozen research papers appearing at international conferences chasing the same technological path as xLight. A U.S.-based firm named Cymer perfected the first EUV laser technology and was scooped up by ASML more than a decade ago for $2.5 billion, helping create ASML’s dominant position in the market. "There was a terrible mistake made giving Cymer the ability to become a European-owned and controlled company," said Pat Gelsinger, former CEO of Intel (NASDAQ:INTC) who now serves as executive chairman of xLight’s board and is a general partner at Playground Global, one of xLight’s investors. Many of xLight’s prototype components will come from U.S. national labs as xLight works to build a supply chain in the U.S. and allied countries. The financing round was led by Playground Global and joined by Boardman Bay Capital Management. Morpheus Ventures, Marvel Capital, and IAG Capital Partners also joined the round. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks – 6 model portfolios fueled by AI stock picks with a stellar performance this year.. In 2024 alone, ProPicks' AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if INTC is on your watchlist, it could be very wise to know whether or not it made the ProPicks lists.

7 months ago

Click Subscribe #Startup #Investment #Chipmaking #LaserTechnology #USInnovation

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