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TSMC raises worker pay 44.5% to combat talent shortage
Key Insight Taiwan Semiconductor Manufacturing Company (TSMC) faces a critical labor shortage with over 34,000 semiconductor industry jobs unfilled as of May 2025, driving the company to invest heavily in talent development and compensation to sustain industry...
TSMC starts building 1.4nm chip plant ahead of schedule
Key Insight TSMC has begun early construction on its 1.4nm fab at Central Taiwan Science Park, marking a record-setting investment of up to $49 billion and putting it at least two years ahead of major competitors like Samsung and Intel. Background: Preparatory work...
Nvidia’s Jensen Huang confirms six next-gen chips in production that could cement the company’s dominance for the next decade
Key Insight Nvidia’s Rubin architecture, featuring six newly taped-out chips built on TSMC’s advanced 3nm process, signals a complete technology overhaul and a strategic bet on TSMC’s manufacturing leadership, with trial production already underway as of August 2025....
Former Intel engineer sentenced for stealing trade secrets for Microsoft
Key Insight: Former Intel engineer Varun Gupta was sentenced in federal court after transferring about 4,000 Intel trade secret files to a portable drive before joining Microsoft in 2020, using this confidential information during negotiations with Intel regarding...
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
• Apple is reportedly evaluating early versions of Intel’s 14A semiconductor manufacturing process for potential use in future M-series chips. • Nvidia has also expressed interest in trial production using Intel’s 14A process, particularly for low-end gaming GPUs. •...
Apple Loses Top AI Models Executive to Meta’s Hiring Spree
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts. Ruoming Pang, a distinguished engineer and manager in charge of the company’s Apple foundation...
The Stealthy Lab Cooking Up Amazon’s Secret Sauce
The online giant bought a mysterious chip startup 10 years ago. It now looks like one of the smartest deals in tech history. The $350 Million Bet That Powers Amazon’s AI Ten years ago, a discreet barroom meeting between Annapurna Labs co-founder Nafea Bshara and...
Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief
Intel’s new CEO, Lip-Bu Tan, is flattening the company’s leadership structure in a sweeping move to revive the struggling semiconductor giant. Key chip groups will now report directly to Tan, while Sachin Katti, previously head of networking chips, has been named...
245% Tariffs, Rare Earth Tensions, and Tech Gridlock
The White House has confirmed that some Chinese imports are now subject to a staggering 245% tariff. This includes layered levies: 125% reciprocal tariffs, 20% related to the fentanyl crisis, and Section 301 penalties up to 100%. China has responded with its own 125%...
OpenAI Close to Finalizing The Biggest Funding Round in History $40 Billion SoftBank-Led Funding
OpenAI is reportedly finalizing a record-breaking $40 billion funding round, led by SoftBank Group Corp., with participation from Magnetar Capital, Coatue Management, Founders Fund, and Altimeter Capital. This round could value OpenAI at $300 billion—nearly double its...
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