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Filtering by tag: "TSMC"
Clear tag filterApple Could Be Looking For New Chip Foundries
Apple is reportedly exploring semiconductor manufacturing options beyond TSMC as AI-driven demand reshapes the chip industry. This article examines what a potential shift to Intel foundry services means for Apple, why manufacturing flexibility matters, and how older process nodes and chiplet-based designs may play a larger role in the future of silicon production.
Read MoreTSMC Warns Major Chip Companies of Capacity Issues
An in-depth look at how AI-driven demand is reshaping the semiconductor industry, prolonging chip shortages, straining memory supplies, and raising questions about whether global electronics manufacturing can ever truly stabilise.
Read MoreChina US Tariffs – China Changes Definition of Origin to hurt US suppliers
China’s new chip-origin rules target U.S. semiconductor exports by basing import duties on wafer fabrication location, undermining American chipmakers’ access to the Chinese market. While the U.S. scrambles with reactive policy, China’s long-term semiconductor strategy is paying off—posing serious challenges for American suppliers and exposing flaws in short-sighted trade war tactics.
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