A bunch of AI-related news has popped up this week, so let’s do a roundup. Some AI companies are complaining that TSMC is killing the AI boom by not expanding rapidly enough: Asianometry notes that TSMC’s caution at expanding is amply justified by the boom-and-bust nature of the semiconductor industry: “I’m hearing many similar views… Continue reading AI News Roundup For February 5, 2026
Tag: LAM Research
Instant Analysis: Trump Tariff Effects On Semiconductors
President Trump announced his tariffs on countries, especially those that tariff goods from the United States. President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than 60 countries, asserting that the move is necessary to combat trade imbalances and restore U.S.… Continue reading Instant Analysis: Trump Tariff Effects On Semiconductors
TSMC Bids To Take Over Intel Fabs
I know that any time I talk about semiconductors, a significant percentage of my readership’s eyes glaze over, but this is Big Freaking News. Intel shares rose 6% in premarket trading after Reuters reported that Taiwan Semiconductor Manufacturing, or TSMC, had approached US chip designers Nvidia, Advanced Micro Devices, and Broadcom about taking stakes in… Continue reading TSMC Bids To Take Over Intel Fabs
LinkSwarm for October 14, 2022
Higher inflation, widespread corruption in the federal government, the Bank of England makes Liz Truss blink, and Muslims take exception to Dearborn Public School’s gay agenda. It’s the Friday LinkSwarm! “Inflation higher than expected…inflation at 8.2 percent year-over-year.” “Bombshell WSJ investigation reveals runaway corruption in the federal government.” The Journal reviewed more than 31,000 financial… Continue reading LinkSwarm for October 14, 2022
China’s Chip Industry Is Doomed
This is a story that’s been bubbling on for a while, but it looks like the U.S. government is about to slam down export restrictions on chipmaking equipment. The administration of US President Joe Biden next month is to broaden curbs on US exports to China of semiconductors used for artificial intelligence and chipmaking tools,… Continue reading China’s Chip Industry Is Doomed
A Good Explanation of the Semiconductor Shortage
A semiconductor shortage has been plaguing the automobile industry for several months, and this piece explains why: To understand why the $450 billion semiconductor industry has lurched into crisis, a helpful place to start is a one-dollar part called a display driver. Correction: The semiconductor industry itself isn’t in crisis, it’s making money hand-over-fist right… Continue reading A Good Explanation of the Semiconductor Shortage