Intel and Apple Reach Preliminary U.S. Chip-Making Deal
229
Intel and Apple reach a preliminary chip-making deal facilitated by the U.S. government to strengthen domestic manufacturing and diversify Apple's supply chain.
Semiconductor Industry
The business and technology of chip fabrication, including foundries like TSMC, process node advancement, wafer manufacturing, yield management, and the competitive dynamics between fabless designers and foundry providers.
Reading List
The AI Compute Crisis: Navigating the End of Abundance
197
Rising GPU costs and limited supply have ended the era of abundant AI, forcing the industry into a multi-year period of gated access and strategic resource management.
Qatar Helium Crisis Threatens Global Chip Supply
700
A helium shutdown in Qatar threatens the global chip supply chain with a critical two-week deadline.
The MacBook Neo: Apple's $600 iPad Killer
636
The MacBook Neo is a highly capable, $600 entry-level Mac that proves Apple's mobile chips are now powerful enough to anchor a mass-market laptop.
Nvidia Edges Apple for TSMC’s Leading Edge as AI Wins the Wafers
773
AI-fueled demand has shifted TSMC’s leading-edge capacity toward Nvidia, sidelining Apple in the near term while TSMC expands cautiously under heavy capex risk.
AMD Lands OpenAI GPU Megadeal, Offers Penny Warrant for 10% Stake
442
AMD lands a massive OpenAI GPU supply deal with a penny-per-share warrant for up to a 10% stake—transformative for AMD, but unlikely to topple Nvidia’s lead.
Microsoft Aims to Run Most AI on Maia Chips, But GPUs Still Essential
192
Microsoft plans to run most AI on its own Maia chips if the next-gen delivers, but GPUs from Nvidia and AMD aren’t going away.
Alibaba Pingtouge AI Chip Rivals Nvidia H20, Wins Major China Unicom Order
297
Alibaba’s new Pingtouge AI chip rivals NVIDIA’s H20 and is set for large-scale deployment in China Unicom’s Sanjiangyuan computing project.