INSANE: 13 | Vintage Vibes

Buying CBRS Stock After the Cerebras IPO Is a Bet on Engineering Magic. That Same Magic Could Be the Kiss of Death.

The Cerebras IPO is the most significant debut in the semiconductor industry since Arm.

Barchart · May 14

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth

TSMC predicts the global chip market will surpass $1.5 trillion by 2030. AI and high-performance computing will lead this growth. The company is expanding its advanced chip production and packaging capacity. New facilities are being built in Arizona, Japan, and Germany to meet future demand.

The Economic Times · May 14

Global Market: TSMC sees chip market crossing $1.5 trillion by 2030 on AI boom

TSMC has raised its long-term semiconductor industry forecast, projecting the global market to exceed $1.5 trillion by 2030, driven by artificial intelligence and high-performance computing demand. The company expects rapid growth in advanced chip production and is aggressively expanding manufacturing capacity across the US, Japan and Germany.

The Economic Times · May 14

Samsung holds desperate final talks with union over 18-day chip factory strike that could cost $20 billion — government-mediated summit seeks to avert industrial action that could hit HBM production

The two sides are meeting through South Korea's National Labor Relations Commission after earlier rounds of mediation in February and March collapsed.

Tom’s Hardware · May 11

Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

The rally followed a report claiming that SK is conducting R&D with Intel on 2.5D packaging using Intel's EMIB technology.

Tom’s Hardware · May 11

TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto

Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess.

The Economic Times · May 9

Apple, Intel have reached preliminary chip-making deal: Report

Intel has a preliminary deal with Apple to make chips for its devices. This is a big win for Intel's manufacturing. Apple could get more chip capacity. The US government played a role in talks. Intel stock rose on the news. Apple shares also saw gains. This deal diversifies Apple's…

The Economic Times · May 8

Pixel 11 battery capacity just leaked and it has me worried about Google's next flagship

Pixel phones don't have a reputation for stellar battery life, so why is Google reducing capacity?

Tom’s Guide · May 7

Samsung Hits $1 Trillion Valuation — Stock Explodes As AI Chip Race Intensifies

Samsung Electronics became the second Asian firm after TSMC to reach a $1 trillion valuation as shares surged 15%, driven by record AI chip profits.

International Business Times UK · May 6

The entire AI revolution is being held hostage by party balloon gas — and it is not funny

AI's trillion-dollar supply chain breaks at the documentation layer.

TechRadar · May 6