Technology
Intel will cancel 14A and following nodes if it can't win a major external customer — move would cede leading-edge nodes to TSMC and Samsung
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Tom's Hardware
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US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai
The US Department of Commerce has instructed toolmakers to cease exports to Hua Hong, China's second-largest chipmaker, which is gearing up to establish a 7-nm production line in Shanghai. This move is part of the US strategy to impede China's semiconductor self-sufficiency efforts. Companies like TSMC and ASML have also faced restrictions in providing advanced services to Chinese tech firms. The ban on exports could strain US-China relations, impacting both Chinese companies' progress and potential losses for American toolmakers.
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More details emerge about how Intel now earns more revenue from each wafer by looking to the edges — analyst reports say reduced yield variability across each wafer leads to more sellable CPUs
Intel has seen improved revenue per wafer by reducing yield variability across each wafer, resulting in more sellable CPUs. The company's focus on tightening yield distribution across the wafer edges has led to increased margins and productivity. By implementing edge-specific process correction methods, Intel can extract more high-quality and sellable dies from a single wafer. These improvements are node-independent and have been attributed to disciplined execution improvements under new manufacturing leadership. Intel's efforts have led to better output and demand for CPUs, with even lower-quality chips now being sold as viable products.
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Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news
OpenAI has reportedly fallen short of its internal targets for active ChatGPT users and revenue, leading to concerns about its financial sustainability. Despite raising $122 billion in funding, the company may face a cash shortage by mid-2027 without continued significant investments. Market reactions to OpenAI's performance have caused stock price drops for companies like Nvidia, Oracle, AMD, and CoreWeave. While OpenAI faces competition from Anthropic and Google in the AI market, CEO Sam Altman is focused on securing future computing power through multi-billion dollar deals.
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Taiwan's stock market surpasses the UK's despite having less than a quarter of the UK's economy — AI boom propels Taiwan forward, TSMC alone accounts for more than 40% of Taiwan's total market value
Taiwan's stock market has surpassed the UK's in value, driven by the global demand for AI chips. TSMC alone accounts for over 40% of Taiwan's total market value, with a market cap of around $1.98 trillion. Taiwan's Financial Supervisory Commission has raised the single-stock investment cap for local equity funds, benefiting companies like TSMC. TSMC reported record earnings and plans to expand to meet AI demand. South Korea's market is also thriving, with Samsung and SK hynix leading the charge in the semiconductor industry.
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