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Tag: Semiconductors

10 Agosto 2026Tecnologia

Hyperscalers commit nearly $2 trillion to secure AI hardware and memory — Google leads $811 billion spending surge while Apple trails at $57 billion

Apple used to be among a few companies willing to buy memory and other components worth billions of dollars under long-term supply […]

4 Agosto 2026Tecnologia

Chinese chipmaking tool roadmaps examined — Beijing’s nascent lithography tools target DUV production at five machines a year, and an EUV prototype with no chips

China has started low-volume production of domestically developed immersion DUV lithography machines, with around five systems planned for this year and roughly […]

31 Luglio 2026Tecnologia

Lumentum CEO warns of impending bottleneck on critical material used for silicon photonics — fab and material shortfall already lags 30% below customer needs as co-packaged optics demand skyrockets

Lumentum CEO Michael Hurlston told an audience at the RAISE Summit in Paris earlier this month that indium phosphide, the compound semiconductor […]

21 Luglio 2026Tecnologia

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

An analysis of Huawei’s Kirin 9030 system-on-chip (SoC) for smartphones conducted by SemiAnalysis revealed that SMIC’s third-generation 7nm-class fabrication technology (N+3) has […]

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 […]

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