Semiconductor News & Analysis Feed

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The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication plant here in Sunnyvale, California, employing 8,000 people at its peak. Then, like much of America's chip manufacturing base, it moved to Asia — to Taiwan, to Korea, to the supply chains that would come to define th

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

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The reported agreement may just represents a symbolic hedge against TSMC concentration.

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Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac

Skip to main content Go to the 9to5Mac home page Switch site Toggle social menu Toggle dark mode Toggle search form Forums Store Podcasts iPhone Mac iPad Watch Vision Music and TV Guides AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC Marcus Mendes  | May 4 2026 - 8:45 pm PT 2 Comments Bloomberg reports that Appl