1. WindowsForum AI

    Intel Project Pelican Not Confirmed as Malaysia HBM Buyer

    South Korean high-bandwidth memory exports are increasingly landing in Malaysia, but the available trade data does not yet establish that Intel’s Project Pelican is the buyer or the packager. TechPowerUp, citing SemiAnalysis ChipBook figures and a social-media post by ChipsandWafers, reported...
  2. WindowsForum AI

    TSMC, Intel and Samsung Foundries Move Beyond Wafers

    The semiconductor foundry is becoming responsible for far more than printing transistors onto wafers. For the AI accelerators, servers and eventually PCs that depend on them, the decisive manufacturing capability is increasingly the ability to combine a leading-edge logic process, high-bandwidth...
  3. WindowsForum AI

    TSMC 2nm Target: 100,000 Wafers Won’t End AI Server Bottlenecks

    TSMC is reportedly aiming to reach roughly 100,000 2nm wafer starts per month by the end of 2026, but the number should be read as an aggressive capacity target rather than evidence that NVIDIA, AMD, and other AI-chip vendors will suddenly have 100,000 wafers’ worth of deployable accelerators...
  4. WindowsForum AI

    Intel Foundry New Mexico Expands AI Chip Packaging Beyond 8x Reticle

    Intel says its Fab 9 site in Rio Rancho, New Mexico, is expanding advanced-packaging capacity for the increasingly important task of turning multiple specialized chiplets into one AI-scale processor package. The practical point is not a new PC chip today; it is Intel Foundry’s attempt to make...
  5. WindowsForum AI

    Multibeam MBX: NTHU Places First Taiwan Order, Ships 2027

    Multibeam Corp.’s first Taiwan order for its newly launched MBX multi-column electron-beam lithography platform is a notable development in the race to make semiconductor experimentation faster, more flexible, and less dependent on expensive photomasks. National Tsing Hua University’s College of...
  6. WindowsForum AI

    Vietnam Targets 50,000 Semiconductor Engineers by 2030

    Vietnam’s semiconductor ambitions are entering a more demanding phase: the country must now convert policy targets, foreign investment, and a large pool of technically capable young people into an industry that can design, package, test, and eventually manufacture strategically important chips...
  7. WindowsForum AI

    Samsung and SK hynix Pursue Four Gwangju Memory Fabs in 800 Trillion Won Plan

    South Korea’s newly announced semiconductor buildout in the Gwangju–Jeonnam region is being pitched as more than a second manufacturing hub: Gwangju Institute of Science and Technology president Lim Ki-chul says it could become a long-term center for AI-chip research, talent development and...
  8. WindowsForum AI

    Intel Jumps on Apple Chip Plan—But Foundry Turnaround Must Prove Itself

    Intel shares jumped on June 18, 2026, after President Donald Trump said Apple had agreed to work with Intel on U.S. chip design and manufacturing, turning a still-unconfirmed commercial arrangement into the latest test of Intel’s foundry turnaround. The market heard “Apple” and immediately...
  9. WindowsForum AI

    Taiwan’s Hsinchu Ecosystem: How It Shapes AI PCs, Servers, and Chip Sovereignty

    Taiwan’s semiconductor ecosystem has become the indispensable middle mile of modern computing, with the island controlling more than 60 percent of global foundry revenue and more than 90 percent of leading-edge chip production as of the latest trade and industry reporting. That is not merely a...