Intel and Samsung Electronics — the two top challengers of TSMC’s dominance in the semiconductor contract manufacturing business — are each revising their advanced process road maps, taking different ...

Intel's new CEO, Lip-Bu Tan, is considering a potentially expensive shift from his predecessor's strategic plans.

Although he was upbeat on Intel before, Klein said he "no longer [likes] the stock even down here as a long idea." The stock is off 20% from its 2025 closing high achieved in February. Its Wednesday ...

Under Lip-Bu Tan, our current base case is that Intel will dramatically cut costs, continue to write off assets, compete for N-1 and N-2 process business, and remain far behind TSMC but ahead of ...

TSMC's major chip customers are expected to upgrade to its next-gen 2nm process node in 2026, with Apple and Bitmain to be the primary sources of demand.

Google's next-gen Tensor G6 processor for its Pixel 11 smartphones will be mass produced on TSMC's new 2nm process, will fight Qualcomm, Apple, Samsung.

It’s being reported (via analyst @dnystedt) that Google will leverage TSMC’s 2nm process for Tensor G6 on the Pixel 11 series in 2026.

TSMC has achieved a 60% yield in its 2-nanometer manufacturing process, according to reports from local Taiwanese media. Yield refers to the efficiency of a manufacturing node, measured by the ...

In what seems to be a shot across the bow to TSMC, Samsung is planning to start production on its 2nm process in the US as soon as January or February 2026.