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Intel
Intel fixes 18A yield issues, hits 30,000 wafers a month
Intel has fixed the wafer-to-wafer yield variability that plagued early production of its 18A process node, according to a report from BlueFin Research Partners published this week. Combined output from the company's Oregon and Arizona fabrication facilities has reached approximately…
Google taps Intel packaging for next TPU, moving away from TSMC
Google Alphabet Inc. is set to abandon TSMC's Taiwan Semiconductor Manufacturing Company Limited dominant CoWoS packaging for its next-generation tensor processing unit, turning instead to Intel's EMIB-T technology in a move that could reshape the AI chip supply chain.
Bernstein analyst calls AI-driven chip boom first true supercycle in 18 years
Stacy Rasgon, a senior semiconductor analyst at Bernstein with 18 years covering the chip industry, declared on June 21 that the semiconductor sector is experiencing the first genuine "supercycle" of his career, as AI-driven demand pushes capacity constraints across every…
ASML CEO warns of supply strain from Musk’s Terafab
ASML CEO Christophe Fouquet warned Wednesday that the chip equipment maker must guard against supply constraints as it prepares to service massive new projects like Elon Musk's Terafab, the planned semiconductor megafactory in Texas.
Apple eyes 1.4nm chips for 2028 iPhones, considers Intel as supplier
Apple is planning to equip its high-end 2028 iPhones with chips built on a 1.4-nanometer process, marking the next major leap in its mobile silicon roadmap. Bloomberg's Mark Gurman reported on Monday that the A22 Pro processor will be manufactured…
Intel’s 18A-P chip process enters risk production on schedule
Intel announced on Tuesday at the 2026 VLSI Symposium in Honolulu that its 18A-P process node has entered risk production on schedule, marking a milestone in the chipmaker's effort to rebuild its contract manufacturing business and attract external customers.
Google orders 3 million TPUs from Intel as Nvidia eyes foundry partnership
Alphabet's Google has placed an order with Intel to manufacture more than three million tensor processing units for 2028, according to a report from The Information published Monday, citing four people with direct knowledge of the discussions. The deal marks…