Search results for Foundry
Industry
Design houses move from outsourced chip design to AI chip architecture
Design house (DSP) companies that once focused on outsourced semiconductor design are expanding in both contract pricing and funding scale as AI chip mass production becomes harder with foundry steps alone after 2-nanometre nodes. With physical limits nearing, 2.5D and 3D stacking and chiplets are becoming key, making advanced packaging and interconnect new battlegrounds. Firms are shifting toward integrated design platforms and infrastructure architecture partnerships, alongside rising high-value project shares and larger financings.
Industry
TSMC unveils roadmap through 2029 featuring A13, A12 and N2U processes
TSMC, the world’s largest foundry, unveiled its semiconductor process roadmap through 2029, introducing next-generation A13, A12 and N2U processes. It adjusted parts of its existing plan, pushing A16 mass production to 2027 to match key customer product schedules. The company said A13 targets a 6 percent chip area reduction while keeping design rules, and N2U aims performance and power gains. TSMC also highlighted packaging technologies including CoWoS and SoW-X.
AI & Enterprise
Intel shares surge 15 percent after hours on Q1 beat, strong Q2 outlook; data center and foundry sales rise
Intel\'s shares surged 15 percent in after-hours trading after the company posted first-quarter results that beat market expectations and issued a stronger-than-expected second-quarter outlook. Revenue rose 7.2 percent to $13.58 billion, topping forecasts. Data center revenue climbed 22 percent to $5.1 billion and foundry revenue rose 16 percent to $5.4 billion. Intel posted a net loss of $4.28 billion, wider than a year earlier.
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AI & Enterprise
KT Cloud wins CSAP certification for AI Foundry public products
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Industry
ASML raises annual revenue forecast amid chip market recovery, eyes capex from TSMC, Samsung, SK Hynix
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AI & Enterprise
Microsoft unveils faster, lower-cost AI image generation model
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Mobility
Tesla completes design of AI5 self-driving chip, mass production in 2027
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Industry
Foundry chip market shifts from shrinking nodes to packaging as stacking and chiplets become battleground
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Industry
TSMC dominance shows cracks, boosting Samsung foundry opportunity
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AI & Enterprise
Intel in talks with Google, Amazon on advanced chip packaging customers
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Industry
ADTechnology to target edge and sovereign CPU design market
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Industry
Samsung Electronics posts 57.2 trillion won earnings surprise, beating estimates on semiconductor boom
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Industry
Memory big two poised for Q1 earnings surprise, step up business overhaul
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Industry
Chinese semiconductor firms post record revenue last year on AI demand, U.S. export curbs
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AI & Enterprise
Microsoft launches in-house voice and image AI models with aggressive pricing
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AI & Enterprise
Microsoft 365, loaded with agents, aims to overhaul business app experience
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Industry
Arm AGI CPU Korea partners take shape; Samsung supplies memory, Amkor to cooperate on OSAT
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Industry
Arm to sell chips directly, shifting from IP licenser to semiconductor supplier