by Jeffrey Cooper | Sep 14, 2025 | Business, Semiconductors, Technology
Key Insight TSMC is accelerating advanced packaging production schedules by up to a year to meet overwhelming AI chip demand, notably from Nvidia, forcing a strategic shift to simultaneous expansion efforts including the “3DIC Advanced Packaging Manufacturing...
by Jeffrey Cooper | Sep 7, 2025 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Aug 31, 2025 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Aug 18, 2025 | Business, Semiconductors, Technology
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...
by Jeffrey Cooper | Aug 3, 2025 | Business, Semiconductors, Technology
• 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. •...
by Jeffrey Cooper | Apr 19, 2025 | AI, Business, Semiconductors
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...
