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Chip Manufacturing

All articles tagged with #chip manufacturing

Micron's Boise Chip Boom Rewrites a Hometown
business5 days ago

Micron's Boise Chip Boom Rewrites a Hometown

Micron’s $50 billion expansion in Boise — including two new chip fabs that will create about 17,000 jobs (3,500 at Micron) — is transforming the city with rising housing costs, a bustling dining and real estate scene, and a wave of new residents, while the company pursues U.S. memory production growth (40% of DRAM by 2035) aided by up to $6.2B in CHIPS Act funds; the boom boosts local wealth and business, but also raises concerns about affordability and overreliance on a single industry, all amid stock volatility that has rewarded and unsettled investors alike.

via CNBC|
#boise#business#chip-manufacturing
Musk’s Terafab: A $119B Texas Chip Megafactory Aims to Redefine U.S. Chipmaking
technology14 days ago

Musk’s Terafab: A $119B Texas Chip Megafactory Aims to Redefine U.S. Chipmaking

Elon Musk unveiled Terafab, a planned 100‑million‑square‑foot semiconductor megafactory in Grimes County, Texas near Houston, with a $119 billion ceiling and phase‑one commitments of $16.8 billion and 1,800 jobs by 2035. Intel has joined with an undetermined contribution, while SpaceX CFO Bret Johnsen has signed a binding floor of at least $5 billion and 1,800 jobs by 2030–2035. The facility would combine fabrication, packaging and testing of advanced logic and memory chips to address chip bottlenecks for Musk’s ventures, aiming to produce over 1 terawatt of compute annually for edge inference. Groundbreaking could occur in coming years with mass production targeted around 2028; the project includes water sourcing from a reservoir and has drawn mixed local reaction over subsidies and transparency.

via 24/7 Wall St.|
#chip-manufacturing#houston-area#spacex
Musk backs a Texas megafab: Terafab, a $119B chip campus near Houston
technology14 days ago

Musk backs a Texas megafab: Terafab, a $119B chip campus near Houston

Elon Musk and SpaceX/Tesla disclosed Terafab, a proposed 100-million-square-foot semiconductor megafactory in Grimes County, Texas, north of Houston, intended to centralize chip design, fabrication, packaging and testing to ease global supply bottlenecks. Phase one commitments total $16.8 billion with a binding floor of at least $5 billion and 1,800 jobs by 2030–2035; Intel has joined, though its exact contribution is unclear. The project carries a planned ceiling of up to $119 billion across multiple phases, with early production possible in 2027 and mass production targeted for 2028. The site will draw water from a nearby reservoir, and local reaction is divided amid incentives and land-use concerns.

via finance.yahoo.com|
#chip-manufacturing#musk#spacex
Apple and Broadcom strike a $30B chip deal to boost US manufacturing
technology1 month ago

Apple and Broadcom strike a $30B chip deal to boost US manufacturing

Apple announced a multi-year deal with Broadcom valued at more than $30 billion to design and manufacture custom silicon components and wireless connectivity technologies for Apple devices, with more than 15 billion chips to be produced in the United States under Apple’s American Manufacturing Program and a $1.5 billion investment to modernize Broadcom’s Fort Collins, Colorado facilities, signaling a ramp-up in U.S. chip production.

via Yahoo Finance|
#american-manufacturing-program#apple#broadcom
Musk launches TERAFAB: a colossal cross-company chip push from Austin
technology5 months ago

Musk launches TERAFAB: a colossal cross-company chip push from Austin

Elon Musk unveiled TERAFAB, a joint chip-manufacturing effort by Tesla, SpaceX and xAI, calling it 'the most epic chip-building exercise in history by far,' to supply AI computing for vehicles, humanoid robots and space ventures. The project kicks off with an Austin-area design facility, while the main plant could span thousands of acres across multiple sites; the aim is to produce over 1 terawatt of AI compute per year to close the gap between today’s supply and future demand, with Gov. Abbott in attendance and job postings hinting at roles in Austin and Palo Alto.

via KUT|
#ai#chip-manufacturing#spacex
U.S. Extends TSMC's Import License for China
business7 months ago

U.S. Extends TSMC's Import License for China

The U.S. government has granted TSMC an annual license to import U.S. chipmaking tools into its Nanjing facility in China, ensuring uninterrupted operations and deliveries, as part of a shift from previous exemptions that expired at the end of 2023. This license allows TSMC to continue producing chips, including mature node chips, at its Nanjing plant, which contributes about 2.4% to its revenue.

via Reuters|
#business#china#chip-manufacturing
Intel Stock Declines Amid Nvidia's Withdrawal from 18A Chip Deal
business8 months ago

Intel Stock Declines Amid Nvidia's Withdrawal from 18A Chip Deal

Intel's stock dropped 2.3% after Nvidia abandoned plans to use Intel's 18A chip production process, undermining hopes for Intel's manufacturing revival. Nvidia's decision, despite previously testing Intel's process and taking a $5 billion stake, signals ongoing manufacturing challenges for Intel and impacts investor confidence. Nvidia's stock, however, continues to rally, reflecting strong demand and positive market sentiment.

via Barron's|
#18a-process#business#chip-manufacturing
Qualcomm and MediaTek Aim to Outperform Apple with Next-Gen Chips and Advanced Manufacturing
technology9 months ago

Qualcomm and MediaTek Aim to Outperform Apple with Next-Gen Chips and Advanced Manufacturing

Qualcomm and MediaTek are reportedly planning to use TSMC's advanced 2nm N2P process for their upcoming chipsets, potentially giving them an edge over Apple, which is expected to use the initial N2 process. The mass production of these chips is anticipated to begin in the second half of 2026, with TSMC's 2nm process being a scarce resource due to limited capacity.

via Wccftech|
#apple-a20-pro#chip-manufacturing#mediatek-dimensity-9600
Intel's Recent Gains and Ongoing Challenges for Investors
business10 months ago

Intel's Recent Gains and Ongoing Challenges for Investors

Intel's Q3 report exceeded expectations with increased revenue, improved profitability, and a stronger balance sheet, signaling signs of a turnaround despite ongoing challenges like supply constraints and yield issues in new manufacturing processes. The company's focus on data center growth and upcoming product launches suggests potential long-term gains, though short-term hurdles remain.

via The Motley Fool|
#business#chip-manufacturing#data-center
TSMC Hits Record Highs Amid AI Boom and Earnings Surge
business10 months ago

TSMC Hits Record Highs Amid AI Boom and Earnings Surge

Taiwan Semiconductor Manufacturing (TSMC) exceeded Q3 earnings estimates with $2.92 per share on $33.1 billion in sales, driven by strong demand for advanced process technologies and AI chips, leading to a stock surge and record high. The company also provided optimistic guidance for the upcoming quarter, supporting its position as a leading semiconductor supplier for major tech firms.

via Investor's Business Daily|
#ai-chips#business#chip-manufacturing