Semiconductor News & Analysis Feed

8 articles
2026-06-15
digitimes.com 2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-11
www.tweaktown.com 2026-06-11 TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere. VIEW GALLERY - 3 Hassam Nasir Tech Reporter Published Jun 10, 2026 6:10 PM CDT 2 minutes & 15 seconds read time TL;DR: Google reportedly ordered over th
2026-06-10
www.tomshardware.com 2026-06-10 Tom's Hardware
Tech Industry Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration News-analysis By Luke James published 3 days ago TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source. When you purchase through links on our site, we may earn an affiliate commission. Here’s how
2026-06-09
www.trendforce.com 2026-06-09 TrendForce
[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs 2026-06-09 Semiconductors editor News Please note that this article cites information from The Information, Reuters, The Bull.com, Guru Focus, Wccftech, Futu News, Commercial Times, and Tom’s Hardware. Amid mounting capacity constraints and a widening shift among leading AI pl
2026-06-08
www.indexbox.io 2026-06-08 IndexBox
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2026-06-08
finance.yahoo.com 2026-06-08 Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains Quartz · Matthias Balk/picture alliance via Getty Images Cris Tolomia Mon, June 8, 2026 at 7:56 AM PDT 2 min read GOOG -1.25% INTC +11.19% TSM +2.80% NVDA +1.73% Explore stocks on Coinbase Trading disclosure Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com 2026-06-08 qz.com
A.I. Google is ordering millions of AI chips from Intel as TSMC strains to meet demand The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers By Cris Tolomia Share to X Share to Facebook Share to Reddit Share to Email Share to Link Published 2 hours ago Add Quartz on Google Matthias Balk/picture alliance via Getty Images
2026-05-06
www.chosun.com 2026-05-06 조선일보
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