Supply Chain
Semiconductor supply chain, capacity, geopolitics, and trade dynamics.
Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 min
NVIDIA Plays a Delicate Balancing Game
NVIDIA’s recent announcement that it plans to invest roughly $150 billion annually in Taiwan and establish a major headquarters presence there generated headlines around the world. Given Taiwan’s role in the semiconductor industry, the move was hardly surprising. TSMC manufactures NVIDIA’s most advanced chips, and the broader ecosystem of suppliers, packaging specialists and manufacturing partners […]
Alan Shimel · Jun 1, 2026 · 5 min
Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI
Mistral AI agent platform takes shape at AI Now Summit: Vibe unifies work and code agents, industrial AI targets aerospace and automotive, and Les Ulis adds inference capacity.
Nick Patience · Jun 1, 2026 · 8 min
Applied Materials’ EPIC Advanced Packaging Ecosystem Adds Broadcom to TSMC
Broadcom partners with Applied Materials to accelerate next-generation AI chip development through co-innovation
Brendan Burke · May 28, 2026 · 6 min
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
Insights on America’s bet on Intel and why this investment is existential for National Security and leadership in the Tech Industry.
Daniel Newman · May 28, 2026 · 4 min
U.S. Geopolitics Will Speed Up Semiconductor Supply Chain Deglobalization
The deglobalization of the semiconductor supply chain is underway, and recent global events will accelerate the trend.
Richard Gordon · May 28, 2026 · 3 min
Escape Velocity — When Does China’s AI Stack Break Free?
When does China’s AI stack reach escape velocity? A vector-by-vector reading of Futurum’s 1H 2026 silicon model against Jensen Huang’s Dwarkesh interview.
Erik Bethke · May 28, 2026 · 19 min
CHIPs Act Update: US Secures Domestic Production of Advanced Chips
New US-based TSMC, Samsung, and Intel factories to put US on track to hit goal of producing 20% of world’s leading-edge chips by 2030.
Olivier Blanchard · May 28, 2026 · 10 min
Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars?
Intel joins Tesla, SpaceX, and xAI in the Terafab project, committing its process and packaging to a consolidated Texas semiconductor campus.
Brendan Burke · May 28, 2026 · 6 min
$2 Billion CHIPS Act Investment in Quantum Bets on IBM’s 300mm Superconducting Silicon
IBM’s CHIPS Act Investment of $2 billion establishes Anderon, America’s first pure-play quantum chip foundry as part of investments in nine companies.
Brendan Burke · May 28, 2026 · 8 min
Can Micron’s Virginia DRAM Expansion Secure Critical U.S. Supply Chains?
Micron’s Virginia DRAM expansion launches 1α memory production, securing domestic supply for defense, automotive, and U.S. industries.
Brendan Burke · May 28, 2026 · 4 min
Does Huawei’s Tau Scaling Law Challenge the Logic Leadership of Intel and TSMC?
Huawei’s Tau Scaling Law challenges Intel and TSMC’s process node leadership with LogicFolding architecture, reframing semiconductor competition.
Brendan Burke · May 28, 2026 · 6 min
EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium
Synopsys, Cadence, and Siemens EDA unveil TSMC collaborations at the 2026 Symposium as COUPE co-packaged optics reshape EDA competition.
Brendan Burke · May 28, 2026 · 8 min
Huawei Claims It Can Build Cutting Edge Chips in Five Years
China has been working to circumvent the highly restrictive sanctions […]
Andy Patrizio · May 28, 2026 · 3 min
Broadcom Rolls Out Wi-Fi 8 and 50G Networking Gear Ahead of Standards Approval
Networks are handling heavier AI-related traffic and rising demand for multi-gigabit connectivity, and Broadcom has released a new set of chips for fiber gateways, Wi-Fi 8 routers, and fixed wireless access systems that support this higher-capacity data transfer. The company introduced a new 50G passive optical networking (PON) gateway system-on-chip, the BCM68850,
James Maguire · May 27, 2026 · 3 min
NVIDIA CEO Huang Urges Super Micro to Tighten Export Compliance Amid $2.5B AI Chip Smuggling Scandals
NVIDIA Corp. CEO Jensen Huang landed Saturday in Taiwan ahead of the Computex 2026 trade show, smack dab in the middle of a high-stakes geopolitical storm involving record corporate earnings, tight supply chains, and a major international hardware smuggling scandal. Upon landing at Taipei’s Songshan Airport, Huang immediately called on long-time server manufacturing partner Super Micro
Jon Swartz · May 25, 2026 · 4 min
IBM, Commerce Department to Back $1B Quantum Chip Foundry
The United States could soon have a dedicated quantum chip foundry, backed by the largest award in a $2 billion federal quantum investment package spanning multiple companies. IBM and the U.S. Department of Commerce (DoC) today announced a letter of intent for $1 billion in CHIPS Incentives funding to support Anderon, a new IBM company
Jaime Hampton · May 22, 2026 · 2 min
TSMC Lays Out ‘Three-Layer Cake’ Vision for AI Chips
Taiwan Semiconductor Manufacturing Company (TSMC) is laying out a vision for the future of chip design that is built on a platform of three integrated technologies rather than keeping them separate.The new paradigm was introduced at the 2026 Technology Symposium in Hsinchu, Taiwan, by TSMC Senior Vice President Zhang Xiaoqiang. The
Andy Patrizio · May 20, 2026 · 2 min
Applied Materials Q2 FY 2026: AI Capacity Expansion Fuels Equipment Demand
Applied Materials Q2 FY 2026 results beat consensus, raised equipment growth expectations, and AI-led demand in logic, DRAM, and packaging.
Brendan Burke · May 18, 2026 · 5 min
Intel to Make Apple Chips: Report
The Wall Street Journal reports that after more than a year of negotiations, Apple and Intel have reached a preliminary agreement for Intel to manufacture certain processors for Apple.Sources close to both Apple and Intel tell the Journal that Apple is reportedly looking for alternative fabs to TSMC, as it wants
Andy Patrizio · May 11, 2026 · 2 min
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
Coherent Q3 FY 2026 earnings show growing datacenter optics demand, capacity expansion progress, and Q4 guidance above revenue consensus.
Brendan Burke · May 11, 2026 · 5 min
Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap
Applied Materials partners with TSMC to accelerate semiconductor R&D for AI scaling and next-generation chip manufacturing technologies.
Brendan Burke · May 11, 2026 · 5 min
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
Applied Materials acquires NEXX to add electrochemical deposition for panel-level AI chip packaging, expanding its packaging portfolio.
Brendan Burke · May 7, 2026 · 6 min