A secretive Silicon Valley startup has secured over $100 million to challenge semiconductor giants with revolutionary x-ray lithography technology. Substrate claims it can reduce advanced chip manufacturing costs from $100,000 to $10,000 per wafer. The ambitious timeline targets production by 2028.
Taiwan’s semiconductor industry faces an existential threat from looming power shortages. The industry association issues rare warning demanding immediate government action to secure energy supply and maintain competitive edge.
A secretive startup called Substrate, backed by Peter Thiel, is attempting to upend the semiconductor industry’s most critical process. Using particle acceleration instead of traditional lithography, they’re taking direct aim at ASML’s monopoly on advanced chipmaking equipment.
The Next Semiconductor Frontier: 2nm Technology Arrives Apple’s upcoming A20 processor represents more than just another incremental upgrade—it marks the…
The global semiconductor landscape is undergoing significant transformation as Nvidia prepares to overtake Apple as TSMC’s largest customer. Meanwhile, geopolitical tensions escalate with the Netherlands’ seizure of Nexperia, and Google explores new chip partnerships. Industry-wide memory shortages continue to challenge manufacturers amid unprecedented AI demand.
The artificial intelligence revolution is fundamentally reshaping semiconductor supply chains, with Nvidia reportedly positioned to surpass Apple as the largest customer for TSMC in 2025. According to industry analysis, Nvidia’s share of TSMC’s revenue has dramatically increased from 6% in 2023 to over 10% in 2024, with projections suggesting it could reach as high as 21% next year. This represents a major shift in the foundry’s client landscape, where Apple has historically contributed more than 20% of revenue through its iPhone processor orders.
Domestic Production Milestone for AI Chip Leader NVIDIA has achieved a significant manufacturing breakthrough with the debut of its first…
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TSMC Reports Record $15 Billion Quarterly Profit as AI Demand Surges TSMC’s AI-Driven Profit Soars Nearly 40% Taiwan Semiconductor Manufacturing…
Tech Stocks Drive Market Gains as TSMC, Nvidia Lead Rally Amid Erratic Trading Market Overview: Stocks Edge Higher on Tech…
Taiwan Semiconductor Manufacturing Company reported impressive Q3 earnings with $33.10 billion in revenue, signaling continued strength in the artificial intelligence sector. The chipmaker’s bullish outlook helped investors move past renewed trade war tensions, according to market analysis.
Wall Street reportedly received a firm signal that the artificial intelligence trade remains robust as earnings season kicks off, with one of the largest semiconductor companies posting stellar third-quarter results. According to reports, the strong performance helped traders push past renewed fears about the ongoing China–United States trade war amid latest tensions.
