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The Latest Breaking News from Semiconductor

TSMC, GlobalFoundries Set To Win Final Chips Act Awards: Report

The Chips Act allocates $39 billion in grants, along with billions more in loans and 25% tax credits, to boost U.S. semiconductor manufacturing after much of the production moved to Asia.

International Business Times

Huawei trying to poach TSMC employees with 3X salary

Huawei is attempting to poach TSMC employees by offering up to three times the going rate.

Tom’s Hardware

Why the Intel Stock Recovery Is a Slow Process

Intel’s aggressive cost reduction measures and the recent Q3 report offered some hope as results exceeded analyst expectations, leading to a slight recovery in share prices.

Barchart

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MIT unveils ultra-efficient 3D nanoscale transistors that could revolutionize future electronics

Ultrathin nanoscale 3D transistors made out of advanced semiconductor materials operate more efficiently than silicon-based devices by harnessing quantum properties, potentially enabling ultra-low-power AI applications.

Tom’s Hardware

Did This AI Chip Giant Just Score a Major Victory Over Nvidia?

With a new strategic partnership under its belt, can Broadcom steal AI chip king Nvidia’s crown?

Barchart

Ex-AMD fab GlobalFoundries has been fined $500K after admitting it shipped $17,000,000 worth of product to a company associated with China's military industrial complex

The CHIPS-funded manufacturer takes a significant slap on the wrist.

PC Gamer

Sam Altman believes AGI is "achievable with current hardware" — but it could absurdly require "$7 trillion and many years to build 36 semiconductor plants and additional data centers"

In a recent Reddit AMA (ask me anything) session, OpenAI CEO Sam Altman and other top executives discussed intricate details about the company's future and upcoming products and services.

Windows Central

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US Fines Chipmaker $500,000 For Selling To Blacklisted Chinese Company

GlobalFoundries sent SJ Semiconductor 74 shipments worth $17.1 million without seeking a license, the Commerce Department said.

International Business Times

TSMC rumored to receive High NA EUV machines from ASML this year

TSMC is set to receive its first shipment of ASML's High NA EUV machine later this year.

Tom’s Hardware

GlobalFoundries fined $500,000 for restricted chip exports to Chinese firm on U.S. entity list — chipmaker shipped $17 million worth of silicon wafers to China’s SJ Semiconductor

GlobalFoundries is said to have shipped 74 orders, totaling $17.1 million, to SJ Semiconductor, a SMIC affiliate, without obtaining the required license.

Tom’s Hardware

Harris slams House speaker for suggesting GOP would probably try to cut federal semiconductor aid

Kamala Harris is criticizing House Speaker Mike Johnson for suggesting that Republicans would probably try to cut government subsidies for semiconductor manufacturing

The Independent UK

Nvidia replaces Intel on the Dow index in AI-driven shift for semiconductor industry

Nvidia is replacing Intel on the Dow Jones Industrial Average, ending a 25-year-run for a pioneering semiconductor company that has fallen behind as Nvidia cornered the market for chips that run artificial intelligence systems

The Independent UK

Mike Johnson Totally Reverses Himself On Killing Federal Backing Of Semiconductor Industry If Trump Wins

Instead he aims to just strip out regulations and environmental requirements, he noted in a statement

International Business Times

House Speaker Backtracks On Potential Repeal Of CHIPS Act

House Speaker Mike Johnson's comments on the CHIPS Act and its implications for semiconductor manufacturing in the US spark controversy and political debate.

Top News

Albany Nanotech Selected As National Semiconductor Research Headquarters

Albany NanoTech designated as national headquarters for cutting-edge semiconductor research, boosting US competitiveness in the industry.

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The Independent UK

Samsung reports 'major' progress in supply deal for AI chips

Samsung Electronics has reported progress on a major supply deal for artificial intelligence-focused chips, aiming to reassure investors following a slowdown in semiconductor profits during the last quarter

The Independent UK

New York semiconductor site picked for $825 million in funding

U.S. Sen. Chuck Schumer says a semiconductor research facility in upstate New York will be getting $825 million in funding as one of three national technology centers

Barchart

These 3 Semiconductor Stocks Are Analyst Favorites

As the demand for semiconductors continues to climb, thanks to AI, here are three analyst-approved chip stocks poised to lead the charge.

PC Gamer

AMD's Dr. Lisa Su predicts AI GPU market will grow to $500 billion by 2028 or 'roughly equivalent to annual sales for the entire semiconductor industry in 2023'

Please feed some of that back into gaming GPUs, Dr. Su.

Tom’s Hardware

Chinese mineral restrictions spur Australia to scavenge waste for new sources of chipmaking materials — country turns to mining waste for rare earths

Australian scientists are developing techniques to extract rare earth metals crucial to semiconductor manufacturing more efficiently from mining waste.

Reason

Exempting Favored Industries is the Wrong Way to Fix NEPA

The Building Chips in America Act shields CHIPS-subsidized firms from the National Environmental Policy Act.

Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

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