A former TSMC executive faces investigation for allegedly stealing materials related to the company’s 2nm, A16, and A14 chip processes. Wei-Jen Lo reportedly took over 80 boxes of data when he left TSMC for Intel. Taiwan is treating this as a potential national security violation.
The AI boom is creating a memory chip shortage that’s hitting consumer electronics and cars. Prices for standard DRAM chips are up 30% as suppliers prioritize high-end AI components. Consumers should brace for higher prices.
Nvidia faces its biggest test yet as earnings approach. The chipmaker’s results could determine whether the AI boom has legs or if bubble fears are justified. All eyes are on Wednesday’s report.
Filtronic has successfully developed novel plastic QFN packaging for high-power GaN devices after extensive testing. The defense-funded project marks a significant step for UK semiconductor independence in critical systems.
Deepwater Asset Management’s Gene Munster remains bullish on Nvidia ahead of earnings, arguing analysts are underestimating CEO Jensen Huang’s recent revenue projections. He sees potential for 10% upside through 2026 despite Wall Street’s cautious stance and Softbank’s complete exit from the stock.
Microsoft is turning to OpenAI for help building competitive AI chips. The partnership gives Microsoft access to OpenAI’s custom silicon designs through 2032. This strategic move could reshape how Windows and Azure handle AI workloads.
Littelfuse has introduced two new TMR magnetic switches that push power consumption to incredibly low levels. The LF21112TMR omnipolar switch draws just 200nA while detecting both magnetic poles, while the bipolar LF11215TMR consumes 1.5 µA with high 17 Gauss sensitivity.
AMD CEO Lisa Su says the company expects 35% annual revenue growth over the next 3-5 years, driven by explosive demand for AI chips. The company’s data center AI business alone could grow 80% annually, reaching tens of billions in sales by 2027.
Intel’s chief technology officer Sachin Katti has left the company to join OpenAI, where he’ll work on building compute infrastructure for AGI. The departure comes just months after his January 2024 promotion, forcing CEO Lip-Bu Tan to personally oversee Intel’s AI groups.
Samsung appears to be changing its chip strategy for the Galaxy S26 series. The Ultra model may get Snapdragon chips globally while other models use Exynos. This could mean better performance consistency for premium buyers.
