Semiconductor Industry 6 August 2025 - 5 March 2026

Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all
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Intel’s 18A rethink: why CEO Lip-Bu Tan may sell the tech outside after all

Intel CEO Lip-Bu Tan is weighing whether to make the company’s 18A manufacturing process available to outside clients, reversing last year’s stance that kept the technology focused on Intel’s own chips, CFO David Zinsner said Wednesday. Shares climbed about 6% as chip stocks moved higher. There’s no mistaking the stakes. For Intel, a real turnaround hangs on consistently making cutting-edge chips—and persuading others to trust that production. The foundry strategy, where Intel manufactures chips for outside clients, hinges on one thing: deliver strong yields and ship when promised. Without that, customers stay away.
March 5, 2026
Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin
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Nvidia’s China H200 freeze: the chip pivot that could speed up Vera Rubin

Nvidia has halted output of its H200 AI chips designed for China and shifted some of its Taiwan Semiconductor Manufacturing Co production lines to focus on upcoming Vera Rubin hardware, the Financial Times said Thursday. https://www.reuters.com/world/china/nvidia-refocuses-tsmc-capacity-export-controls-stall-china-sales-ft-reports-2026-03-05/ This is significant: Nvidia counted China among its biggest customers for data-center accelerators, the key chips powering large AI models. With U.S. export rules changing, Nvidia has been working to hang onto its slice of the Chinese market.
March 5, 2026
Micron stock price slips as $200B expansion talk runs into AI spending jitters
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Micron stock price slips as $200B expansion talk runs into AI spending jitters

New York, Feb 17, 2026, 10:07 EST — Regular session underway. Micron Technology, Inc. slid 2.6% to $400.88 early Tuesday, tracking losses across the chip sector. Investors reacted to renewed chatter about a huge capacity ramp linked to artificial-intelligence demand. The iShares Semiconductor ETF dropped roughly 1.9%. The Invesco QQQ Trust lost about 1%.
February 17, 2026
TSMC’s $17bn Japan bet: 3nm AI chips slated for Kumamoto plant
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TSMC’s $17bn Japan bet: 3nm AI chips slated for Kumamoto plant

Taiwan Semiconductor Manufacturing Co’s CEO C.C. Wei announced Thursday that the company will start mass-producing advanced 3-nanometre chips in Kumamoto, southern Japan. Local reports estimate the investment at around $17 billion. https://www.reuters.com/world/asia-pacific/tsmc-plans-3-nanometre-chip-production-japan-with-17-billion-investment-yomiuri-2026-02-04/ The shift is crucial today as AI hardware demand pushes the global supply chain toward a handful of companies capable of producing advanced chips at scale. TSMC, the largest contract chipmaker, plays a central role supplying AI processors, making its capacity plans a major focus for governments and large buyers alike.
February 5, 2026
Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips
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Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips

TAIPEI, Feb 1, 2026, 21:27 Nvidia CEO Jensen Huang urged Taiwan’s leading chip and server makers to ramp up output to keep pace with soaring AI demand after hosting a dinner with top execs in Taipei. “TSMC needs to work very hard this year because I need a lot of wafers,” Huang told reporters, referencing the silicon discs used to make chips.
February 1, 2026
Superchips, Chiplet Breakthroughs, and a Global IC Boom
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Silicon Revolution 2025: AI Superchips, Chiplet Breakthroughs, and a Global IC Boom

Integrated circuits are the invisible engines of our digital world, and 2025 is shaping up to be a landmark year for chip innovation and industry growth. After a brief downturn, the semiconductor sector is rebounding strongly – global chip sales in April 2025 hit $57 billion, up 22.7% from a year earlier semimedia.cc. Analysts predict double-digit growth will push annual semiconductor revenue to new records semimedia.cc, deloitte.com, putting the industry on track toward an aspirational $1 trillion market by 2030 deloitte.com. This surge is fueled by explosive demand for AI processors, massive data center build-outs, and recovering automotive and industrial chip orders semimedia.cc, deloitte.com. As one executive quipped, “Everything digital runs on semiconductors”, underscoring that chips have become as strategically
August 6, 2025