#chip-foundries

#chip-foundries

The leading edge chip manufacturers are now looking for six nines purity and right now that primarily comes from Exxon's facility. So all of a sudden you've got a big issue there.

Terafab will close the gap between today's chip production and the future's demand - a future among the stars. This reflects the ambitious vision behind the project, aiming to meet the growing needs of AI technology.

The flagship models of the Surface Laptop and Surface Pro now cost $1,499 - $500 more than they did at launch in 2024.

Nexchip Semiconductor is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.

SK Hynix's order for nearly $8 billion in EUV machines from ASML is the largest publicly announced single order in the company's history, aimed at enhancing advanced memory chip production.

When Donald Trump nominated Elbridge Colby as the undersecretary of defense for policy, the news stirred headlines in Taiwan. Colby, who has since been confirmed, had repeatedly stated on social media that if China ever invaded Taiwan, the US military should destroy TSMC, the world's most important chip manufacturer, to prevent it from falling into Chinese hands. The provocative suggestion has been echoed by Democratic Representative Seth Moulton,

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.

Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.

U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD and Nvidia.

Micron's version of events says it's signed a letter of intent to acquire Powerchip's entire P5 site in Tongluo, Taiwan, for total cash consideration of US$1.8 billion. "The acquisition includes an existing 300 mm fab cleanroom of 300,000 square feet and will further position Micron to address growing global demand for memory solutions," the company stated, adding that the company "expects this acquisition to contribute to meaningful DRAM wafer output beginning in the second half of calendar 2027."