U.S. Commerce Secretary Claims DEI Violations Pushed TSMC to Add $100 Billion to U.S. Chip Investment
U.S. Commerce Secretary Howard Lutnick claims DEI compliance issues and tariff pressure forced TSMC to expand its U.S. investment to $165 billion
Category VLSI
One of the key things is, when you look at semiconductor companies, it’s all about experience.
~Lisa Su, CEO, AMD
$13 Billion AI Investment: SK Hynix to Build Advanced Chip Packaging Facility by 2027
SK Hynix plans a $13 billion advanced chip packaging facility to support AI and HBM demand, strengthening its position in the global memory supercycle.
SanDisk Plans 100%+ Enterprise SSD Price Hike Amid Rising AI Data Center Demand
SanDisk is set to raise enterprise SSD prices by over 100% in 2026 as AI data centers tighten NAND supply. Here’s why storage is becoming critical to AI performance.
Intel 14A Process: CEO Lip-Bu Tan Targets Mass Production by 2027
Intel CEO Lip-Bu Tan has confirmed that the company is vigorously advancing its Intel 14A process, with mass production targeted for 2027.
Nvidia Appoints Its First CMO: Why AI’s Most Powerful Company Now Cares About Narrative
Alison Wagonfeld as its first-ever Chief Marketing Officer, marking a strategic shift as the AI chip leader scales from engineering-driven growth to global platform leadership.
Why India’s PLI Scheme Is a Strategic Inflection Point for Semiconductors & Electronics
ndia’s PLI scheme is more than an incentive program. It marks a structural shift in how India participates in the global semiconductor and electronics supply chain—moving from assembly to ecosystem.
Nvidia’s 73% vs Tesla’s 18%: The Brutal Economics Behind Tech Gross Margins
Gross margins don’t lie—software, AI, and digital platforms scale. Manufacturing and hardware compete on cost. The numbers tell the real story behind profitability.
From iPhone Lenses to AI Optics: Largan Precision Joins TSMC’s CPO Push
Largan Precision is moving from smartphone lenses to AI infrastructure, supplying collimator components for TSMC’s co-packaged optics.
HBM Boom Meets Reality: Why SK hynix Is Riding HBM3E Into 2026
SK hynix is betting on execution over hype—scaling proven HBM3E while preparing for a disciplined HBM4 transition amid rising market risks.
One €350M Machine, 5,000 Suppliers: Why the World Can’t Build Chips Without ASML
ASML doesn’t make chips—it makes them possible. Its €350M EUV lithography machine, built with help from 5,000 suppliers, is the single most important tool in advanced semiconductor manufacturing.
