Intel has been dealing with ongoing losses and is reportedly exploring various cost-cutting measures and monetization strategies for its foundry services. Meanwhile, SMIC, which also emphasizes local chip manufacturing, is poised to reap the rewards of its past investments
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI applications
Intel's Sales and Marketing Group (SMG) reportedly plans to streamline its workforce and reduce marketing expenses, aiming to cut costs by over 35% by the end of 2024
Since 2012, Taiwan's integrated circuit (IC) industry has experienced positive growth for 11 consecutive years. Since 2014, it has officially surpassed the petroleum, coal products, and chemical raw materials industries to become the leading sector in manufacturing
Having received a subsidy of EUR10 billion (US$11 billion) from the German government to complete construction and start production within three years, what is the newest progress on Intel's Magdeburg fab factory
There are four fundamental forces in nature, ranked from strongest to weakest: strong interactions, electromagnetic interactions, weak interactions, and gravity. While nuclear energy is associated with strong interaction, the advancements of 20th and 21st-century civilization have largely been driven by applications of electromagnetic interaction
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market value now stands at under US$90 billion, less than half of AMD's and nearly 30 times smaller than Nvidia's
In his 42 months as CEO of Intel, Pat Gelsinger recently issued an internal memo announcing layoffs, sharply criticizing Intel's deep-seated issues. He stated that Intel's "costs are too high, profits too low, and the company is mired in bureaucracy," emphasizing that this move is necessary to transform Intel into a leaner, simpler, and more agile company
The New York Times recently published a piece expressing concern about the delay in the start of chip fabrication and sale at TSMC's Fab 21 in Arizona, despite the project being announced four years ago
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models will be phased out, while the B200A will be launched as a degraded version. The B200 and GB200 releases will reportedly be postponed by one quarter
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming leadership in the semiconductor industry
American voters are set to decide their new president in November. One of the major powers of the US president is the ability to alter the direction of federal agencies with a few executive orders and appointments, and these alterations can have major impacts on tech companies
In recent weeks, the shooting incident involving Donald Trump, combined with President Joe Biden's gaffe that raised public concerns about his cognitive health, led to Biden announcing he would not seek re-election and would support Vice President Kamala Harris as the Democratic candidate
With Taiwan Semiconductor Manufacturing Company (TSMC) proposing its Foundry 2.0 model, some industry experts compare it with Intel's IDM 2.0. However, the challenges Intel faces today also reflect the inconvenient truth: everyone sees the benefit of market competition by having Intel compete with TSMC in providing foundry services, but are they truly competing
