A timeline of the U.S. semiconductor market in 2025
It’s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the “AI race” that the U.S. seems determined to win, which…
Samsung could produce the Snapdragon 8 Elite Gen 2 chip for the Z Fold 8
Robert Triggs / Android Authority TL;DR Qualcomm’s upcoming Snapdragon 8 Elite Gen 2 SoC might have TSMC (3nm) and Samsung Foundry (2nm) variants. Samsung’s version could appear on Galaxy phones…
TSMC reports Q1 revenue up ~42% YoY to $25.5B, above est. and its fastest revenue growth since 2022, as electronics makers stockpiled chips ahead of US tariffs (Jane Lanhee Lee/Bloomberg)
Featured Podcasts The Logan Bartlett Show: Keith Rabois and Zach Weinberg Debate: Are Tariffs a Smart Economic Weapon? A podcast hosted by Logan Bartlett, an investor at Redpoint Ventures, covering…
Trump threatens additional 100% tariffs on chip giant TSMC
As the economy reels from President Trump’s punishing import taxes on China—now reaching a staggering 104 percent—sectors of the tech industry are bracing for even more pain. Trump threatened TSMC,…
TSMC and Foxconn fell by the Taiex exchange’s daily 10% limit on April 7 as US tariffs roil global supply chains; Taiwan’s 32% tariff is among Asia’s highest (Reuters)
Featured Podcasts Lenny’s Podcast: Become a better communicator: Specific frameworks to improve your clarity, influence, and impact | Wes Kao (coach, entrepreneur, advisor) Interviews with world-class product leaders and growth…
Intel and TSMC have reached a preliminary agreement for a joint venture to operate Intel’s chipmaking facilities, with TSMC taking a 20% stake (Qianer Liu/The Information)
Featured Podcasts Techmeme Ride Home: How Tariffs Might Impact Tech The day’s tech news, every day at 5pm ET. Fifteen minutes and you’re up to date. Subscribe to Techmeme Ride…
How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, each having an 80% to 100% market share in their fields (Mark Bergen/Bloomberg)
Featured Podcasts Generative Now: Johnny Ho: The Future of Online Search (Encore) A podcast from Lightspeed dedicated to highlighting the stories, strategies and insights behind today’s most exciting AI companies.…
TSMC pledges to spend $100B on US chip facilities
Chipmaker TSMC said that it aims to invest “at least” $100 billion in chip manufacturing plants in the U.S. over the next four years as part of an effort to…
It seems all but certain that the Pixel 10’s chip will be made by TSMC
TL;DR A Korean outlet has reported that the Tensor G5 processor will be made by TSMC. This comes after our own exclusive story revealing evidence of a TSMC-made Tensor G5.…
Qualcomm could split Snapdragon 8 Gen 5 production between Samsung and TSMC
Hadlee Simons / Android Authority TL;DR Qualcomm is considering manufacturing its next-generation Snapdragon 8 Gen 5 chip with both TSMC and Samsung. CEO Cristiano Amon hinted at this potential dual-sourcing…