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The Biggest Crisis Facing the U.S. Chip Industry

While AI companies have proposed slowing down model development due to concerns about the technology's rapid and unsettling advancement, another issue—this one on the hardware side of the industry...

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First-pass success rate for initial chip runs drops to 5%

Siemens EDA and the Wilson Research Group recently jointly released the *2026 Functional Verification Study*. One of the most notable findings is that among the surveyed IC/ASIC proje...

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PCBs are in short supply

As memory manufacturers like Samsung Electronics and SK Hynix ramp up production to meet the surging demand for artificial intelligence (AI), competition for supply within the semiconductor su...

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TSMC's 2nm plans have changed

Following Apple, TSMC has added MediaTek to its roster of 2nm process customers, further widening its lead over Samsung Electronics' foundry division.

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Nvidia Challenger, established for four months, is valued at $14...

Etched doesn't produce software; it produces semiconductors. The high capital costs and long development cycles of the semiconductor product category mean it can only thrive in a corner of Silicon ...

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MLCC demand surges, leading to longer lead times

In the multilayer ceramic capacitor (MLCC) market, delivery times for different specifications are becoming increasingly differentiated. Delivery times for general-purpose products are relativel...

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Morgan Stanley warns: DDR4 prices continue to soar

The price surge in the memory market is far from over, and this time, the pressure is spreading from high-end HBM and DDR5 to mature memory products such as DDR4 and SLC NAND.

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TSMC's US plant is more profitable than its mainland China ...

​As overseas wafer fabs in the US, Japan, and other countries gradually enter the mass production stage, TSMC's overseas production capacity, built with huge capital investments over the past...

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TSMC reportedly invests 1 trillion

According to Nikkei, Sony and TSMC plan to begin mass production of next-generation image sensor semiconductors as early as 2029 in Kumamoto Prefecture in southwestern Japan. Production wil...

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Nvidia makes a major foray into EDA

NVIDIA has extended the NVIDIA Agent Toolkit with the PhysicsNeMo and CUDA-X libraries, marking a shift in the development direction of AI assistants from general-purpose AI ...

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SanDisk: This quarter's profit exceeds last quarter's revenue

Latest data shows that SanDisk's latest quarterly profit exceeded the previous quarter's revenue, and its full-year profit for fiscal year 2026 even exceeded its revenue for fiscal year 2025; this ...

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HBM serves as a wake-up call; Google sets its sights on HBF

Google DeepMind points out that SK Hynix's high-bandwidth flash memory (HBF), currently under development, will become the storage technology leading the next generation of artificial intelli...

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