Semiconductors – Kernel Sesias

17 Luglio 2026Tecnologia

ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

As the semiconductor industry increasingly relies on ASML’s EUV lithography tools both for logic and memory production, ASML is considering increasing prices […]

10 Luglio 2026Tecnologia

Micron lifts U.S. spending to $250 billion — company takes $500 million position in America’s only 300 mm wafer plant

Micron has said it will invest up to $3 billion in the U.S. semiconductor supply chain, with $500 million of that going […]

2 Luglio 2026Tecnologia

Intel expands production of photomasks in California: EUV and High-NA EUV in the focal point

Intel this week initiated expansion of its Bowers Campus in Santa Clara, California, in a bid to produce more photomasks (reticles) in […]

17 Giugno 2026Tecnologia

Intel’s fab roadmap examined — Arizona, Ohio, Ireland, and the two deadlines deciding 14A process node

This roadmap provides an in-depth analysis of Intel’s current plans for its chip production capacity. In the space of 12 months, Intel […]

16 Giugno 2026Tecnologia

Intel’s performance-enhanced 18A-P process enters risk production — drop-in 18A upgrade promises 9% performance improvement at iso-power, cuts thermal resistance by 40%

Following a paper published earlier this year, Intel has provided more details on its optimized 18A-P process at VLSI 2026. The performance-optimized […]

4 Giugno 2026Tecnologia

TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

TSMC CEO C.C. Wei has told company shareholders that it still won’t be able to completely address the production demands for AI […]

3 Giugno 2026Tecnologia

Samsung shows first HBM5 mockup with Heat Path Block cooling — thermal race with SK hynix shaping up

Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei. Tom’s Hardware dropped by to see its pairing […]

29 Maggio 2026Tecnologia

TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China’s dependence on US chipmakers

TikTok owner ByteDance is reportedly developing its own custom AI CPUs in a bid to reduce its reliance on US chipmakers. Per […]

29 Maggio 2026Tecnologia

TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China’s dependence on US chipmakers

TikTok owner ByteDance is reportedly developing its own custom AI CPUs in a bid to reduce its reliance on US chipmakers. Per […]

28 Maggio 2026Tecnologia

Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing strategies and IP

The global foundry market is dominated by TSMC, which captured 69.9% of global foundry revenue in 2025, but beyond the glitz and […]