Taiwan Semiconductor Manufacturing Company is reportedly negotiating price increases of up to 10% for its advanced chip processes. The move comes as demand from AI and mobile customers creates unprecedented production bottlenecks that will reshape semiconductor economics through 2026.
NVIDIA and Samsung are collaborating on a massive AI factory powered by over 50,000 GPUs. This partnership aims to transform semiconductor manufacturing through computational lithography and digital twin technology. The facility represents a new era in intelligent manufacturing.
Onsemi has unveiled vertical gallium nitride semiconductors that could transform power efficiency in energy-intensive applications. The technology promises 50% reduction in energy losses while enabling significantly smaller devices. This breakthrough comes at a critical time for AI infrastructure an
Nvidia stands on the brink of becoming the world’s first $5 trillion company, driven by explosive AI demand and potential China market reopening. This milestone reflects a fundamental shift in global technology infrastructure.
From semiconductor sales engineer to principal analyst, Dave Altavilla’s career spans the entire computing revolution. His unique perspective bridges technical implementation with market analysis across three decades of silicon evolution.
While the US leads in AI research and semiconductors, China’s rapid implementation capabilities are narrowing the gap. The AI race involves complex dependencies beyond simple metrics of innovation.
Researchers have developed a direct bonding method for 2D semiconductors that eliminates intermediate layers and preserves electronic properties. This breakthrough could transform how advanced electronic devices are fabricated.
