Semiconductor, chip business

Semiconductor Chipmakers: Samsung, TSMC, Qualcomm, Broadcom, Intel, AMD and more

16 resources

Semiconductor Chipmakers: Samsung, TSMC, Qualcomm, Broadcom, Intel, AMD and more

• Article It is make or break for Intel’s giant bet on Germany
• Article Dutch AI inference chipmaker Axelera AI raises $250M
• Article With ASML, does Europe at last have an answer to Silicon Valley?
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Semiconductor Chipmakers in Taiwan - TSMC and more

3 resources

Semiconductor Chipmakers in Taiwan - TSMC and more

• Article Chip making. Taiwan will not surrender its semiconductor supremacy
• Article Technology and geopolitics - The struggle over chips enters a new phase | Leaders | The Economist
• Article In win for Taiwan, ASML opens chip-tool training center for TSMC - Nikkei Asia

AI hardware infrastructure: semiconductor chips, GPU’s, energy and more

6 resources

AI hardware infrastructure: semiconductor chips, GPU’s, energy and more

• Article Dutch AI inference chipmaker Axelera AI raises $250M
• Video Memory chips: How Micron is Building the Biggest U.S. Chip Fab
• Video AI Hardware, Explained.
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Intel - business model, strategy

7 resources (3 more when logged in)

a collection of articles and research about Intel

• Article Intel and the Danger of Integration – Stratechery
• Article Intel selects Ohio for ‘largest silicon manufacturing location on the planet’
• Article The Intel Split – Stratechery by Ben Thompson
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Apple and Qualcomm, Intel, and chips

6 resources

a collection of articles and research about Apple and Qualcomm, Intel, and chips

• Article Qualcomm and Apple agree to drop all litigation - Apple
• Article How Apple Built a Chip Powerhouse to Threaten Qualcomm and Intel | Bloomberg
• Article Apple and Qualcomm’s Billion-Dollar War Over an $18 Part
• View all 6 resources

Apple - global supply chain, manufacturing

3 resources

Apple - global supply chain, manufacturing

• Article Apple commits $430 billion in US investments over five years - Apple
• Article How Apple Built a Chip Powerhouse to Threaten Qualcomm and Intel | Bloomberg
• Article Why Apple is betting big on India | The Economist

Foxconn - Chipmaker, Manufacturer from Taiwan

3 resources

Foxconn - Chipmaker, Manufacturer from Taiwan

• Article Inside Foxconn’s empty buildings, empty factories, and empty promises in Wisconsin
• Article Foxconn buys peripheral maker Belkin for $866M – TechCrunch
• Article Foxconn is confusing the hell out of Wisconsin - The Verge

Semiconductor Chip Shortage - post-COVID pandemic

5 resources

A collection of articles about the Semiconductor Chip Shortage - post-COVID pandemic

• Video Why There are Now So Many Shortages (It's Not COVID)
• Article Biden signs executive order calling for semiconductor supply chain review - The Verge
• Podcast Semiconductor Shortage and the Global Supply Chain Squeeze - 16 Minutes News by a16z
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Samsung - Semiconductor Chipmakers

3 resources (1 more when logged in)

Samsung - Semiconductor Chipmakers

• Video Samsung’s Dangerous Dominance over South Korea
• Article Samsung should be wary of Intel-like complacency. Semiconductors
• Article Samsung Foundry: New $17 Billion Fab in the USA by Late 2023
• View all 4 resources

Chipmaking in the USA - semiconductors, Intel, others

5 resources

Chipmaking in the USA - semiconductors, Intel, others

• Video Memory chips: How Micron is Building the Biggest U.S. Chip Fab
• Article Senate approves billions for US semiconductor manufacturing - The Verge
• Article Samsung Foundry: New $17 Billion Fab in the USA by Late 2023
• View all 5 resources

Global Chip and Semiconductor Business

3 resources (2 more when logged in)

a collection of articles and videos about the Global Chip and Semiconductor Business

• Article Penang: Welcome to Asia’s secret Silicon island
• Video Memory chips: How Micron is Building the Biggest U.S. Chip Fab
• Article It is make or break for Intel’s giant bet on Germany
• View all 5 resources