… Once a dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities as it seeks to challenge industry leaders such as TSMC in contract chip manufacturing. …
… Devices such as Macs and iPhones require microprocessors with “advanced nodes” – essentially computer chip technology that allows them to operate more quickly – most of which Apple has manufactured through TSMC, which is based in Taiwan. …
… The partnership could help strengthen Samsung’s foundry business, as it seeks to narrow the gap with industry leader TSMC (2330.TW), opens new tab by wooing major technology customers. …
Taiwanese chipmaker TSMC will invest another $100bn (£74bn) in Arizona as it expands its production in the US, a move the Commerce Department said will create tens of thousands of American jobs. …
… She said such demand was enabling big chip makers such as TSMC to raise prices “knowing that customers are vying with each other for production capacity”. …
… Taiwan’s TSMC, the world’s largest producer of the most advanced chips, currently uses a 2-nm manufacturing technology and plans to introduce a 1.4-nm process for mass production in 2028. …
… TSMC, the world’s largest contract chipmaker, now projects the global semiconductor market will surpass US$1.5 trillion by 2030, sharply revising upward an earlier forecast of US$1 trillion, as demand for AI infrastructure accelerates far faster than anyone anticipated. …
Intel announced plans to raise $15 billion through a share sale to fund expansion of its chip contract manufacturing business. Bloomberg reported Intel could increase the offering to about $20 billion priced at $95 per share or higher, with investor demand exceeding $100 billion.
Intel announced plans to raise $15 billion through a share sale to fund expansion of its chip contract manufacturing business. Bloomberg reported Intel could increase the offering to about $20 billion priced at $95 per share or higher, with investor demand exceeding $100 billion.
Apple said it expected significant supply constraints to worsen and spread across its key products due to unexpectedly high demand, with Mac computers already affected and iPhone and iPad expected to follow; the company's shares fell more than 7% on the warning despite reporting a 16% revenue increase to $109 billion and 26% profit increase to $29 billion.
Samsung Electronics and Broadcom have agreed to a partnership envisaged to exceed $200 billion until 2030, combining Broadcom's chip design expertise with Samsung's manufacturing capabilities for memory chips, contract chip making, and advanced packaging.
Taiwanese chipmaker TSMC will invest another $100bn in Arizona to expand US production, raising its total US commitment to $265bn and creating tens of thousands of American jobs, according to the Commerce Department. The company also reported a 77% jump in second-quarter net profits to $22bn.
Apple and Microsoft have raised prices on devices and consoles years old, blaming increased demand for chips from AI data centres. Apple raised tablet and laptop prices by nearly 20%, while Microsoft is raising Xbox Series S and X console prices by at least $100 from August, marking its third increase in just over a year.
U.S. President Donald Trump announced that Apple had agreed to work with Intel to design and build its chips in the United States. Intel had reached a preliminary deal to make some chips for Apple following discussions lasting more than a year, according to the Wall Street Journal.
Asian stock markets suffered steep losses on Monday as investors grew concerned about overvalued artificial intelligence investments and a rise in oil prices following renewed Iran-Israel strikes. US markets recovered some losses with the Nasdaq closing up 0.9% and the S&P 500 up 0.3%, though South Korea's Kospi index fell 8.3% and Japan's Nikkei dropped 3.9%.
US stock markets recovered modestly on Monday after Friday's losses, but Asian markets fell sharply—South Korea's Kospi index closed 8.3% lower and Japan's Nikkei fell 3.9%—amid a technology stock sell-off and renewed Middle East tensions that raised oil prices and inflation concerns.
Huawei said its high-end chips will have transistor density equivalent to 1.4-nanometre processes in five years, as China seeks to counter U.S. sanctions on semiconductor technology. The company unveiled a new "Tau Scaling Law" principle at a Shanghai semiconductor symposium that focuses on reducing signal and data transit times through chips rather than making transistors smaller.
Africa's greatest AI risk is not lagging behind but becoming digitally dependent within systems it does not control. Unlike previous technology waves, AI is becoming the foundational architecture beneath society—shaping economies, labour, decisions, and competition—yet most infrastructure powering AI growth remains concentrated in a small number of countries and tech companies.