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Tag Archives: Tokyo Electron
AI News Roundup For February 5, 2026
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 … Continue reading
Posted in Economics, Technology, video
Tagged AI, Anthropic, Applied Materials, Asianometry, ASML, ChatGPT, Claude Cowork, Copilot, CoWoS, Economics, Google, Intel, KLA Tencor, LAM Research, Micron, Microsoft, Nvidia, OpenAI, SaaS, Sam Altman, Samsung, Satya Nadella, Semiconductors, SK Hynix, Sundar Pichai, technology, Tokyo Electron, TSMC, video
4 Comments
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 … Continue reading
Posted in Austin, Economics, Foreign Policy, Texas
Tagged AMD, Apple, Applied Materials, China, Economics, EU, Foreign Policy, GlobalFoundries, Intel, iPhone, Israel, Japan, LAM Research, LG Semicon, Macintosh, Netherlands, Nvidia, Philippines, Samsung, Semiconductors, Singapore, SK Hynix, South Korea, Taiwan, Texas Instruments, Tokyo Electron, Tower Semiconductor, trade, Trade War, TSMC, Vietnam
6 Comments
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, … Continue reading
Posted in Uncategorized
Tagged AMD, Apple, Applied Materials, ARM, ASML, Broadcom, GlobalFoundries, Intel, KLA Tencor, LAM Research, Nvidia, Qualcomm, Samsung, Semiconductors, subsidies, technology, Tokyo Electron, TSMC, UMC
11 Comments
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 … Continue reading