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TSMC to buy stake in Intel nanofab company

Intel acquired IMS company in 2015 Intel has agreed to sell a 10% stake in its IMS Nanofabrication business to Taiwan Semiconductor Manufacturing Co (TSMC) for roughly $4.3 billion. The deal, expected to close in the fourth quarter of this year, leaves Intel as the...

VW lines up ST for automotive SoC, TSMC for silicon, and whole chip-chain behind

Volkswagen-owned automotive software company CARIAD has appointed Franco-Italian semiconductor manufacturer STMicroelectronics (ST) to develop a system-on-chip (SoC) for a new line of Volkswagen vehicles based on the CARIAD software platform. At the same time, the parties “are moving to agree” that silicon contract manufacturer...

Despite shortage, chipset revenues grew 23% in Q1 2022: Report

TSMC captured nearly 70% share of the global chipset market share, according to Counterpoint According Counterpoint’s latest Foundry and Chipset Tracker, several factors contributed to a decline of 5% YoY in Q1 2022 in the global smartphone chipset (SoC/AP+Baseband) shipments, including weaker demand in China...

TSMC reportedly plans chip price hikes

Taiwan-based TSMC, the world's largest semiconductor manufacturer, reportedly plans to raise prices between 10-20%, impacting devices from smartphones to automobiles. The Wall Street Journal, citing unnamed sources familiar with the matter, reported that TSMC expects to raise prices on its most advanced chips by...

Could the ongoing chip shortage linger until 2023?

Intel and TSMC CEOs update on chip production outlook An ongoing global shortage of semiconductors, caused by a number of related factors, has chip makers planning massive capital spends to bulk up production capacity and the U.S. government conducting a review of the global chip...

Samsung considers $10 billion US-based chip manufacturing plant

The Texas chip manufacturing plant would produce 3-nanometer processors Reports indicate that Samsung's semiconductor manufacturing arm is considering an approximately $10 billion investment in a fab in Texas that would produce chips on a 3-nanometer (3nm) process. This wouldn’t be the company’s first Texas plant....

Semiconductor shortage forces automakers to idle some manufacturing facilities

Ford, Audi, Toyota and others have had to halt or reduce production; TSMC calls addressing the shortage a “top priority”  A shortage of semiconductors necessary for vehicle production has forced major automakers around the world to idle production facilities, according to numerous reports. In a...

Polarization in 5G technology supply (Analyst Angle)

The U.K. government has banished Huawei’s 5G network kit. Supply must cease before 2021 and operators must rip out and replace all installed equipment by 2027. This is tightening of its previous policy —instigated as recently as January 2020—to exclude “high-risk vendors” from an...