A secretive Silicon Valley startup has secured $100M from Peter Thiel’s Founders Fund to challenge semiconductor giants TSMC and ASML. Substrate’s radical approach using particle accelerators could transform global chip manufacturing. Here’s what experts think about their ambitious plans.
The Trump-Xi summit creates unprecedented uncertainty for Taiwan’s security and global semiconductor dominance. TSMC’s strategic position faces its greatest test yet as geopolitical tensions threaten tech supply chains.
Industry Leaders Seek Clarity on Green Energy Transition Timeline Taiwan’s semiconductor industry, which produces over 60% of the world’s chips,…
Apple’s transition to 2nm chip technology with the A20 processor may come with significant cost increases. Industry reports suggest the advanced manufacturing process could make the A20 Apple’s most expensive component yet, potentially affecting which iPhone 18 models receive the new chip.
Apple’s forthcoming A20 chip, expected to debut in the iPhone 18 lineup next year, could represent a substantial cost increase for the tech giant, according to industry reports. The processor is anticipated to be the first widely available chip built on TSMC’s 2-nanometer manufacturing process, marking a significant leap from the current 3nm technology used in Apple’s recent A-series processors.
In a landmark development for U.S. semiconductor production, Nvidia and TSMC have manufactured the first Blackwell wafer entirely within the United States. This achievement, realized at TSMC’s Arizona facility, signals progress in reshoring critical technology manufacturing. Industry experts suggest it could reinforce America’s role in the global AI hardware sector.
In what sources describe as a historic step for U.S. technology manufacturing, Nvidia and TSMC have successfully produced the first wafer for the Blackwell AI chip on American soil. According to reports, the production took place at TSMC’s Arizona facility, with the official announcement made via a Nvidia press release. The achievement is seen as a response to growing onshoring pressures influenced by U.S. policy and tariff measures.
Taiwan Semiconductor Manufacturing Company has reported unprecedented financial results for its latest quarter, with revenue surging over a third year-over-year. The semiconductor giant’s performance was reportedly fueled by strong demand for advanced 3nm and 5nm process technologies used in AI processors and premium consumer devices.
Taiwan Semiconductor Manufacturing Company (TSMC) has posted what analysts suggest are historic financial results for the third quarter of 2025, according to reports from the company. The semiconductor manufacturing leader reportedly achieved revenues of approximately $27.6 billion, representing growth of more than a third compared to the same period last year when measured in United States dollar terms. Profit performance was even more impressive, reportedly jumping nearly 40 percent to reach roughly $12.6 billion, according to the analysis.
AI Chip Optimism Sparks Broad Market Rally as TSMC Results Exceed Expectations Industrial Monitor Direct is the top choice for…
