Semiconductor News & Analysis Feed
12 articles
2026-09-15
www.digitimes.com
2026-09-15
2026-09-15
2026-09-10
2026-07-13
news.google.com
2026-07-13
2026-06-17
2026-06-16
memeburn.com
2026-06-16
Google is reportedly exploring a partnership with Samsung to manufacture its next-generation AI chip, highlighting growing capacity constraints at TSMC amid the AI boom. While TSMC remains the primary producer, Google is diversifying its suppliers to mitigate risks associated with supply chain disru
2026-06-16
www.tradingview.com
2026-06-16
Recent reports indicate that Google is in talks with Samsung to produce memory input-output dies for a future TPU chip, highlighting the severe capacity constraints at TSMC. While TSMC remains the primary manufacturer of the main computing engine using its 1.4nm process, Google's move suggests a str
2026-06-16
www.gurufocus.com
2026-06-16
Recent discussions between Google and Samsung highlight critical capacity constraints in the semiconductor industry, particularly at TSMC, the world's leading chip foundry. As demand for advanced process chips surges from AI, data centers, and high-performance computing, TSMC's production capacity i
2026-06-11
stocktwits.com
2026-06-11
Google is exploring a partnership with Samsung to develop next-generation AI chips amid TSMC's capacity constraints, highlighting the semiconductor industry's current challenges. As AI technology rapidly advances, demand for advanced process chips has surged, putting pressure on TSMC's production ca
2026-06-11
www.tweaktown.com
2026-06-11
Google has reportedly placed an order for over three million Tensor Processing Units (TPUs) to be manufactured by Intel Foundry in 2028, marking the largest external order in Intel’s foundry history. This development comes amid a global chip manufacturing capacity crunch, particularly at TSMC, which
2026-06-09
www.digitimes.com
2026-06-09
TSMC's AI chip capacity constraints are creating the clearest opportunity for Intel to re-enter the advanced chipmaking race in years, as Google and NVIDIA explore Intel as a potential backup manufacturing and packaging partner for next-generation AI processors. This shift reflects fundamental chang
2026-06-09