Article
| MAY 17, 2022
Chipmakers faced with huge stockpiles: The war in Ukraine and China shutdowns are taking their toll on the PC and smartphone market. Manufacturers might have to pivot to produce chips for other uses.
Article
| MAR 21, 2022
New chips, same old supply chain: Light’s speed and efficiency make it a powerful foundation for semiconductor innovation, but swapping old chips for new ones won’t solve tech’s systemic challenges.
Article
| MAY 24, 2022
Chip companies could pivot to cloud and services: Expecting a slowdown in chip sales, companies like Broadcom are leaning on software and cloud computing acquisitions with companies like VMware to diversify their business.
Article
| MAR 16, 2022
Intel is planning for its future as a key EV chip supplier: A $19B investment in Germany brings it closer to a burgeoning automotive industry looking to pivot into EVs in the next decade.
Article
| MAR 28, 2022
Intel earns Nvidia’s vote as potential foundry partner: Future Intel chip fabs could boost capacity for GPUs and other chips, taking away TSMC and Samsung’s dominance and bringing production closer to home.
Article
| MAR 4, 2022
Article
| MAR 15, 2022
War in Ukraine could extend the chip shortage: Energy and logistics costs are rising, while inflation threatens to balloon and inhibit economic growth for Western Europe and the world.
Article
| MAR 2, 2022
Global iPhone production hits record growth despite chip, component crisis: Demand for iPhone 13 models, reduced pricing on older handsets, and Huawei’s declining market share help Apple reclaim smartphone leadership.
Article
| FEB 15, 2022
ES: Mounting tensions between Russia and Ukraine could leave necessary chip components in short supply: The region produces neon and palladium, which could further choke chip supplies if unavailable.
Article
| FEB 8, 2022
House passes $52B chip R&D and acceleration bill: Tech companies are clamoring for the infusion of funds, which can increase the US’ 12% share of global semiconductor production capacity.
Article
| FEB 7, 2022
Diversified EV offerings drive Ford forward in 2022: More than 275,000 orders for EVs help Ford grow 4x faster than the overall electrified segment, but can it overcome chip-related delays?
Article
| JAN 24, 2022
Ohio manufacturing site could turn the tide for Intel: The new location will employ 3,000 and could inspire other chip manufacturers to jump on local government incentives and cheap land.
Article
| JAN 28, 2022
Amazon’s expanded agreements with Universal Music Group chip away at long-standing tensions: Creators on Twitch have grown increasingly frustrated with harsh music rebroadcasting rules.
Article
| JAN 14, 2022
TSMC makes big investment to meet surging chip demand: Chip leader looks to spend at least $40 billion to expand production capacity in 2022, before competing chip fabs become operational.
Article
| JAN 11, 2022
Article
| JAN 6, 2022
2021 was a year of reckoning across various industries due to the worsening chip crisis. Chip and component supplies ran dry, exposing weaknesses in supply chains, while manufacturers scrambled to adjust product lines.
Article
| JAN 10, 2022
Intel ramps up chip design efforts by hiring Apple’s chip engineer: Apple’s loss is Intel’s gain in 2022, which is poised for intensified silicon competition.
Article
| JAN 4, 2022
Tesla remains king of EVs thanks to exponential growth, despite the chip crisis: Strong sales in China and Europe propelled growth, but safety worries and expensive recalls taint Tesla’s rise.
Article
| DEC 22, 2021
We incorrectly thought mPOS would be a bigger thing in the US in 2021 and that Walmart and Target would beat the odds and chip away at Amazon’s online share.
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| NOV 22, 2021
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| NOV 4, 2021
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| NOV 1, 2021
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| OCT 29, 2021
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| OCT 27, 2021
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| OCT 22, 2021