64 stories tagged semiconductors, newest first.
17 points by laurentiurad | 4 comments
Official site for Chip Builder, a story-driven Windows puzzle and strategy game teaching digital logic, CPU design, and chip fabrication, sold on Steam and Epic.
23 points by LorenDB | 5 comments
TechPowerUp news article reporting a Delaware jury found Arm breached its architecture license with Qualcomm, awarding Qualcomm $2 in nominal damages.
153 points by tartoran | 145 comments
Reuters article on ASML's strong quarterly orders and sales forecast easing fears of a slowdown in AI spending; page showed a device verification screen.
53 points by peter_d_sherman | 35 comments
A Medium article by Tim Ventura about Akhetonics and its photonic computing approach, which claims all-optical CPUs up to 1,000x faster.
198 points by 0xedb | 126 comments
Huawei press release announcing a multi-year broad patent cross-license agreement with Qualcomm, reportedly covering Huawei's LogicFolding chip technology.
29 points by el_duderino | 28 comments
Ars Technica article reporting that memory executives, including Micron's CEO, expect the RAM supply shortage and rising prices to continue through 2028.
186 points by giuliomagnifico | 110 comments
Synopsys press release announcing a multi-year partnership with OpenAI to build GPT-Synopsys, a specialized AI model for chip design integrated with Synopsys EDA tools.
377 points by MC995 | 811 comments
Tom's Hardware news article reporting ASML saying it sold nothing in Europe in 2026 and urging the EU to help create chip demand rather than subsidize fabs.
111 points by doener | 120 comments
NL Times news article reporting an ASML executive saying the company currently sells no chipmaking machines to customers in Europe.
542 points by giuliomagnifico | 422 comments
Seoul Economic Daily article reporting Samsung plans to double HBM4 output next year, expanding HBM capacity to 250,000 wafers a month.
325 points by jonbaer | 157 comments
Stratechery article by Ben Thompson analyzing Nvidia's business risks, opening with a historical anecdote about financier Jay Cooke.
763 points by laurentiurad | 489 comments
Personal blog post by Laurentiu Raducu describing how he uses LLMs to learn complex topics, including building an interactive chip-making game called ChipTycoon.
469 points by inigyou | 450 comments
IGN news article reporting that memory (RAM) production capacity for 2027 is reportedly sold out, with 2028 not looking much better.
373 points by porridgeraisin | 198 comments
IBM newsroom press release announcing its first sub-1 nanometer chip technology built with a "nanostack" 3D chip architecture.
411 points by intelkishan | 438 comments
Epoch AI data insight reporting that high-bandwidth memory rose from 52% to 63% of AI chip component spending between Q1 2024 and Q4 2025.
319 points by tosh | 373 comments
A personal blog post analyzing Apple's MacBook Neo, covering benchmarks, chip wafer economics, and its 8GB RAM configuration.
322 points by mellosouls | 197 comments
A Works in Progress magazine article on how ASML and its EUV lithography machines became the chokepoint for cutting-edge chip production.
646 points by johnbarron | 566 comments
Tom's Hardware article on how a helium production shutdown in Qatar threatens semiconductor manufacturing supply within about two weeks.
745 points by speckx | 452 comments
Culpium exclusive by Tim Culpan reporting that Apple is struggling to secure TSMC wafer capacity and facing price hikes as Nvidia competes for supply.
613 points by nickrubin | 349 comments
CNBC exclusive reporting that Nvidia is acquiring AI chip startup Groq for about $20 billion, its largest acquisition on record.
442 points by artninja1988 | 544 comments
Japan Times article on how China organized a large state-backed effort, likened to a Manhattan Project, to develop AI chips rivaling Western technology.
331 points by sethops1 | 314 comments
PCWorld news article reporting that Samsung Semiconductor reportedly refused a RAM order from Samsung Electronics for Galaxy phones amid AI-driven memory price increases.
691 points by simlevesque | 343 comments
Micron investor relations press release announcing the company's exit from its Crucial-branded consumer memory and storage business.
375 points by vegasbrianc | 278 comments
A Substack deep dive from UncoverAlpha on Google's TPU chips, covering their technical design, strategic position versus GPUs, and financial implications for AI inference.
438 points by redohmy | 388 comments
A BuySellRAM blog post on Samsung raising DRAM memory chip prices by up to 60% and what it means for tightening global memory supply.
367 points by zdw | 106 comments
A blog post on lcamtuf's Substack explaining the diode and the practical circuit applications of this often-overlooked electronic component.
683 points by piskov | 584 comments
CNBC article reporting that the Dutch government invoked its Goods Availability Act to take control of Chinese-owned chipmaker Nexperia.
387 points by chillax | 316 comments
Reuters article on AMD's AI chip-supply deal with OpenAI that gives OpenAI an option to take a 10% stake in AMD; the page loaded a captcha instead.
935 points by stycznik | 569 comments
Tom's Hardware report on Nvidia buying $5 billion in Intel stock and the two jointly developing x86 RTX SoCs for PCs and custom data center x86 CPUs.
760 points by TechTechTech | 409 comments
Press release announcing Mistral AI's €1.7B Series C funding round led by ASML, which invests €1.3B, alongside a strategic partnership between the two companies.
487 points by maguay | 517 comments
Stratechery article by Ben Thompson analyzing the U.S. government's stake in Intel and the case for it, starting with a steelmanning framing.
516 points by givemeethekeys | 590 comments
CNBC news article reporting that the U.S. government has taken a 10% stake in Intel, per Commerce Secretary Howard Lutnick.
381 points by voxadam | 418 comments
Notebookcheck news article reporting that the US is reportedly tying tariff relief for Taiwan to TSMC buying a 49% stake in Intel.
389 points by mfiguiere | 684 comments
Bloomberg article reporting AMD CEO Lisa Su's view that chips made at TSMC's US plant will cost 5% to 20% more than those made in Taiwan.
335 points by tosh | 662 comments
Bloomberg news article reporting that the Trump administration exempted phones, computers, and chips from reciprocal tariffs, benefiting Apple and Nvidia.
883 points by tux3 | 381 comments
A satirical undergraduate physics lab report on measuring germanium's resistivity versus temperature, complaining about broken equipment and a failed experiment.
454 points by perihelions | 966 comments
WSJ exclusive report that President Trump and TSMC are expected to announce a $100 billion chipmaking investment in the U.S.
414 points by anonymousiam | 268 comments
Live Science news article on AI models using deep learning to design wireless chips with unusual, hard-to-understand layouts that outperform human-made designs.
400 points by rbanffy | 365 comments
Tom's Hardware news article reporting that TSMC's Arizona fab is in final quality verification for Apple chips, with mass production possibly starting in Q1.
387 points by heresie-dabord | 326 comments
Reuters article link about TSMC starting 4-nanometer chip production in Arizona; the page loaded as a bot-check captcha puzzle.
330 points by rbanffy | 158 comments
IEEE Spectrum feature on TSMC's Arizona fab set to begin producing advanced chips in 2025 as a test of the U.S. CHIPS Act.
371 points by hasheddan | 237 comments
Bryan Cantrill's blog post arguing that Pat Gelsinger was the wrong CEO for Intel, drawing on Oxide's experience choosing a host CPU.
321 points by LarsDu88 | 232 comments
Fabricated Knowledge newsletter post arguing Intel's board failed and effectively fired CEO Pat Gelsinger, profiling the board members.
866 points by tybulewicz | 685 comments
Intel press release announcing CEO Pat Gelsinger's retirement, naming David Zinsner and Michelle Johnston Holthaus interim co-CEOs and Frank Yeary interim executive chair.
426 points by baal80spam | 140 comments
Tom's Hardware news article reporting that AMD's datacenter sales surpassed Intel's for the first time, though both trail Nvidia's AI GPU sales.
347 points by koolba | 191 comments
CNBC news article reporting that Nvidia will replace Intel in the Dow Jones Industrial Average, reflecting shifts in the semiconductor industry.
342 points by marban | 259 comments
Reuters article on OpenAI developing its first in-house AI chip with Broadcom and TSMC while scaling back plans for its own foundry network; page showed a captcha.
498 points by necubi | 325 comments
Bloomberg news article reporting that Arm is giving Qualcomm 60-day notice to cancel its chip design license amid their breach-of-contract dispute.
341 points by jnord | 28 comments
IEEE Spectrum obituary article reporting the death of DRAM inventor Robert Dennard at 91, alongside remembrances of other IEEE members.
412 points by WithinReason | 423 comments
Tom's Hardware news article reporting that TSMC executives allegedly dismissed Sam Altman as a 'podcasting bro' over his request for 36 fabs costing $7 trillion.
1566 points by colinprince | 798 comments
Tim Culpan's Substack newsletter post reporting that TSMC's Arizona fab has begun producing Apple's A16 mobile processors on its 5nm process.
324 points by c_joly | 172 comments
A Chip Letter Substack post examining the architecture of Google's first Tensor Processing Unit (TPU v1), following an earlier post on its origins.
325 points by ece20 | 578 comments
New York Times article reporting Intel will receive $8.5 billion in CHIPS Act grants to build semiconductor plants, announced by President Biden in Arizona.
401 points by jonbaer | 211 comments
Bloomberg article syndicated on Yahoo Finance about Japan spending $67 billion in subsidies to rebuild its semiconductor industry.
609 points by ytch | 444 comments
Reuters article on Yahoo Finance reporting TSMC will build a second chip factory in Japan, raising total investment to $20 billion.
501 points by jseliger | 354 comments
Stratechery essay by Ben Thompson analyzing Intel's struggles, its leadership history, and its foundry strategy.
341 points by Brajeshwar | 115 comments
IEEE Spectrum news article on researchers claiming the first functioning graphene-based semiconductor chip, which beats silicon alternatives on electron mobility.
379 points by klelatti | 288 comments
Ian Cutress's More Than Moore Substack post reporting on major changes at RISC-V company SiFive, based on multiple sources.
423 points by crummy | 71 comments
A satirical undergraduate physics lab report ranting about a failed experiment measuring the temperature dependence of resistivity in germanium.
319 points by mfiguiere | 131 comments
IEEE Spectrum news article on Intel's PowerVia backside power delivery technology, which demonstrated a 6 percent performance gain.
578 points by ksec | 213 comments
MacRumors article reporting Apple's multibillion-dollar deal with Broadcom to make key device components, including 5G and wireless parts, in the United States.
433 points by furcyd | 94 comments
IEEE Spectrum obituary column reporting the death of Morris Tanenbaum, silicon transistor pioneer, at 94, alongside remembrances of other IEEE members.
422 points by mepian | 175 comments
Intel newsroom press release announcing a multigeneration collaboration between Intel Foundry Services and Arm on leading-edge SoC design using Intel process technology.
360 points by tosh | 800 comments
MacRumors article reporting that Apple halted M2 chip production in early 2023 amid a slump in global MacBook demand, citing a Korean report.