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68 results for “semiconductor”

Tech
Why China's Helium Export Ban, Despite Just a 1.6% Global Production Share, Is Shaking the Global Semiconductor Market
The helium supply risk that Intel's CEO flagged in June 2026 is not directly connected to China's export ban three weeks later. What links the two is the attack on Qatar in March and the resulting production halt. This article traces the timeline of the global supply network to unpack why China—a country with just a 1.6% production share that depends on imports—resorted to such an unusual measure.
July 12, 202620 min read
Science
2D Semiconductors Opening the Door to Sub-1nm Nodes: How "Self-Alignment" and "Interface Purification" in MoS2 Wafers Are Driving a Transfer-Free Manufacturing Revolution
To overcome the scaling limits of silicon, a new technology has been developed for synthesizing single-crystal molybdenum disulfide at wafer scale. Through self-aligned crystal growth and an automatic thickness self-limiting mechanism, an atomically thin semiconductor film with extremely few defects has been realized, marking a major step forward in the practical implementation of next-generation devices.
July 10, 202610 min read
Tech
Apple Commits Over $30 Billion to Broadcom, Securing 15 Billion US-Made Chips
Apple has signed a supply agreement with Broadcom worth over $30 billion, extending through 2031 and covering more than 15 billion US-manufactured chips. The major investment aims to secure a stable supply of wireless components and custom ASICs, strengthening America's semiconductor manufacturing base.
July 9, 20267 min read
Tech
Sony and TSMC to Establish Joint Venture for Next-Generation Image Sensors: Accelerating Collaboration in Physical AI and Automotive Domains
Sony Semiconductor Solutions and TSMC have signed a memorandum of understanding to establish a joint venture for the development and manufacturing of next-generation image sensors. Sony will hold a majority stake and build production lines at its new Kumamoto plant, leveraging Japanese government subsidies as well, with the aim of maintaining dominance in the physical AI market spanning autonomous driving and robotics.
May 9, 20267 min read
Tech
NVIDIA to Adopt Intel Foundry for 2028 "Feynman" Chips? A Historic Turning Point Away from TSMC Concentration and Its Deeper Implications
One of the semiconductor industry's long-standing "unwritten rules" is once again being rewritten. Clear signs of a crack have emerged in TSMC's monopoly, which has until now handled the entirety of NVIDIA's AI accelerator manufacturing. According to the latest supply chain information […]
January 28, 20268 min read
Tech
The End of Intel's Dominance: Apple and AMD Reach an Equilibrium of "20% Each" in Laptop Market Share
The long-standing power structure in the semiconductor industry has reached a major turning point. In January 2026, an analysis by Citrini Research, based on survey data from Mercury Research and Bernstein Research, revealed that in the […]
January 24, 20267 min read
Tech
NVIDIA Seizes the Crown of "TSMC's Largest Customer" from Apple: The Collapse of the Semiconductor Industry's Power Balance and the Price Hikes Looming Over Apple
There was once an absolute "hierarchy" in Silicon Valley. Apple, the driving force behind the smartphone revolution, was thought to be the unshakeable "most important customer (VIP)" of TSMC, the world's largest foundry. However, […]
January 22, 20269 min read
Tech
TSMC Quietly Begins Mass Production of 2nm Process "N2": A Historic Turning Point for AI Semiconductors and the Full Story of GAA Technology
In December 2025, a momentous—yet remarkably quiet—turning point arrived for the global semiconductor industry. TSMC (Taiwan Semiconductor Manufacturing Company), the world's largest foundry, officially began mass production (HVM: High Volume Manufacturing) of its next-generation 2nm process (N2) […]
December 31, 20258 min read
Tech
TSMC to Build Three More 2nm Fabs: Inside the $30 Billion Mega-Investment Driven by Explosive AI Demand
TSMC (Taiwan Semiconductor Manufacturing Company), the undisputed "absolute champion" of the global semiconductor industry, is moving to further expand its next-generation, cutting-edge "2-nanometer (2nm)" manufacturing footprint. On […]
November 25, 20258 min read
Tech
Apple and NVIDIA Considering Intel 14A for Next-Gen Products? The Comeback Scenario for a Giant on the Edge
There's little doubt that TSMC now dominates cutting-edge semiconductor manufacturing, but this situation may be about to change. According to a recent report from analyst Jeff Pu, Apple and NVIDIA—two of the biggest names driving today's tech industry […]
July 27, 20257 min read