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Tuesday 20 October 2026
Intel requests FCC waiver from US foreign robot ban, citing impact on US chipmaking
Intel has asked the Federal Communications Commission (FCC) for a waiver to the US ban on advanced foreign robots, citing worries that its machines will not receive equipment updates,...
Tuesday 20 October 2026
Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product...
Tuesday 20 October 2026
Intel says it is the only high-volume fab for 12-inch InP silicon photonics as co-packaged optics nears deployment
Intel is pitching its foundry as the industry's supplier of light sources for AI data center optics, claiming at the 2026 Open Compute Project (OCP) Global Summit that it is the only...
Tuesday 20 October 2026
Analysis: US backing grows, but Intel insists turnaround remains independently run
The economics of the foundry business have always carried a particular contradiction: semiconductor manufacturing demands enormous upfront capital and years of sustained investment,...
Monday 19 October 2026
DIGITIMES Insight: Microsoft Maia 300 leads 2nm race, TSMC's US strategy shifts, Intel EMIB-T faces yield challenge
Microsoft's early adoption of TSMC's 2nm process, a US$2 billion manufacturing partnership between TSMC and GlobalFoundries, and delays to Google's next-gen TPU highlight diverging...
Monday 19 October 2026
Solution Finders Part 2 of 2: TSMC's first CTO said no to Intel twice but still wonders what if
Chenming Hu co-invented the FinFET transistor with colleagues at the University of California, Berkeley, in the 1990s and became TSMC's first chief technology officer in 2001. Decades...
Monday 19 October 2026
Weekly news roundup: Tata's Dholera fab faces test; how Intel's CEO helped reshape its comeback
This week's coverage (October 12 to October 18, 2026) highlights semiconductor capacity, AI infrastructure, and the commercialization challenges behind ambitious technology strategies...
Friday 16 October 2026
Analysis: Intel CEO Lip-Bu Tan's power of humility — how one phone call helped reshape the chip giant's comeback
As the semiconductor industry enters the artificial intelligence (AI) era, Intel, once the dominant force in the PC market, has increasingly been viewed as a company that fell behind...
Friday 16 October 2026
TSMC deal could slow Musk's Terafab, but US suppliers still see upside
The feasibility of Terafab's proposed construction was a major topic of discussion among semiconductor suppliers during SEMICON West 2026, held October 13–15 in San Francisco...
Friday 16 October 2026
Intel silent on Israeli Fab 28 output after deadly blast, leaving CPU supply outlook unclear
Two workers have died, and a third remains in serious condition after an explosion at Intel's Kiryat Gat chip plant in southern Israel on October 14. Intel has not yet said whether...
Thursday 15 October 2026
Intel says AI 'gold rush' is over, pushes prompt routing across open hardware
Intel used the Open Compute Project (OCP) Global Summit in San Jose to argue that AI is moving away from giant models in centralized data centers.
Thursday 15 October 2026
Intel Israel fab explosion kills 1, seriously injures 2 workers
An explosion and fire at Intel's wafer fab in Kiryat Gat, southern Israel, on October 14, 2026, seriously injured three employees, one of whom later died of his injuries. Authorities...
Thursday 15 October 2026
ASML hints at new 'T'-titled customer for 2029-2030 as Musk's Terafab lines up EUV tools
ASML has signaled that a new customer whose name may begin with "T" is among the chipmakers seeking lithography tools for 2029 and 2030.
Thursday 15 October 2026
SEMI sees glass substrates entering market by 2028
The rapid expansion of AI and data center chip package sizes is accelerating the adoption of glass substrates, with SEMI's Beth Keser now forecasting market entry around 2028, two...
Wednesday 14 October 2026
TSMC, Intel, Samsung seek to break AI chipmaking's next barrier through early technology integration
Senior executives from TSMC, Intel, and Samsung Electronics outlined the growing challenges of AI chip development, spanning advanced semiconductor processes, 3D integration, and research...