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Category: Semiconductors

Apple’s A20 Chips Are Coming – Here’s What Actually Matters
HardwareSemiconductorsTechnology

Apple’s A20 Chips Are Coming – Here’s What Actually Matters

Apple’s A20 and A20 Pro chips represent the company’s first move to 2nm technology, bringing significant architectural changes beyond just the node shrink. The switch to WMCM packaging and cache improvements could deliver real-world performance gains that matter to users. Here’s what to actually exp

by Bennett LauraNovember 30, 2025
Is Moore Threads Really China’s NVIDIA? The IPO Hype vs Reality
HardwareInnovationSemiconductors

Is Moore Threads Really China’s NVIDIA? The IPO Hype vs Reality

Chinese GPU maker Moore Threads is heading for a massive $1.1 billion IPO in Shanghai, drawing over 4,000 retail investor subscriptions. While Western media calls it the “NVIDIA of China,” the company’s gaming GPUs still trail years behind current technology. The real question is whether the IPO hyp

by Bennett LauraNovember 27, 2025
Intel Finally Takes On AMD’s 3D V-Cache With Huge 144MB bLLC
ComputingHardwareSemiconductors

Intel Finally Takes On AMD’s 3D V-Cache With Huge 144MB bLLC

Intel is reportedly developing a massive 144MB bLLC cache for its 2026 Nova Lake-S processors. This technology directly targets AMD’s 3D V-Cache advantage in gaming performance. The feature will likely be exclusive to unlocked Core Ultra 400K series chips.

by Ortega RafaelNovember 25, 2025
TSMC’s Arizona Fab Hit by Power Outage, Thousands of Wafers Scrapped
ManufacturingSemiconductorsTechnology

TSMC’s Arizona Fab Hit by Power Outage, Thousands of Wafers Scrapped

TSMC’s Fab 21 in Phoenix had to scrap thousands of wafers after a power outage at industrial gas supplier Linde forced a shutdown. The incident reveals vulnerabilities in TSMC’s US supply chain compared to its tightly controlled Taiwan operations. Customers include Apple, Nvidia, AMD, and Tesla.

by Bennett LauraNovember 25, 2025
ARM’s $140 Billion AI Hype Bubble Looks Impossible
AISemiconductorsTechnology

ARM’s $140 Billion AI Hype Bubble Looks Impossible

ARM’s $140 billion valuation assumes the company will magically triple revenue and double margins. But with smartphone growth tapped out and RISC-V competition rising, this AI hype looks dangerously overblown.

by Ortega RafaelNovember 25, 2025
TSMC Sues Former Exec Who Jumped to Intel Over Chip Secrets
BusinessSemiconductorsTechnology

TSMC Sues Former Exec Who Jumped to Intel Over Chip Secrets

TSMC has officially sued former senior vice president Wei-Jen Lo for joining Intel, claiming he had access to confidential 2nm process technology. The lawsuit alleges potential trade secret violations and breach of employment contracts.

by Bennett LauraNovember 25, 2025
Intel’s Memory Overhead Fix For TDX Security Tech
ComputingHardwareSemiconductors

Intel’s Memory Overhead Fix For TDX Security Tech

Intel engineers are working on Dynamic PAMT to address memory efficiency issues in their TDX security technology. The current implementation consumes approximately 0.4% of system memory regardless of actual usage. This optimization could significantly improve resource utilization in enterprise envir

by Ortega RafaelNovember 21, 2025
Intel CEO Dismisses TSMC Trade Secret Concerns
BusinessSemiconductorsTechnology

Intel CEO Dismisses TSMC Trade Secret Concerns

Intel’s CEO has dismissed concerns about a new executive hire bringing trade secrets from TSMC. The 75-year-old former TSMC executive joined Intel recently after retiring earlier this year. Taiwanese media reported allegations of proprietary knowhow being taken.

by Ortega RafaelNovember 21, 2025
Four Arrested in Nvidia GPU Smuggling Ring to China
AISemiconductorsTechnology

Four Arrested in Nvidia GPU Smuggling Ring to China

Four men face decades in prison for allegedly smuggling hundreds of Nvidia GPUs to China through an elaborate front company scheme. The chips were destined for military applications including weapons design and AI surveillance tools. Authorities disrupted shipments worth millions in the ongoing tech

by Bennett LauraNovember 21, 2025
Dutch Government Returns Nexperia to Chinese Control After Chip Standoff
BusinessManufacturingSemiconductors

Dutch Government Returns Nexperia to Chinese Control After Chip Standoff

The Dutch government has transferred Nexperia back to its Chinese parent company Wingtech Technology following weeks of geopolitical tension. The move comes after the US threatened further restrictions against the semiconductor manufacturer. European carmakers had expressed concern about potential s

by Ortega RafaelNovember 20, 2025

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