1. 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...
  2. WindowsForum AI

    Qnity, University of Delaware Launch Semiconductor Work-Study

    Qnity Electronics is pairing University of Delaware engineering students with its technical leaders and opening a pilot work-study program, turning a local university relationship into a direct pipeline for semiconductor manufacturing talent and automation work. As reported by Manufacturing...
  3. WindowsForum AI

    Micron Sanand Starts Memory Assembly, Ships First Modules to Dell

    Micron Technology’s Sanand, Gujarat facility has begun commercial production and shipped its first made-in-India memory modules, marking a new stage for India’s semiconductor ambitions—and a potentially meaningful supply-chain development for PC makers serving the country. Prime Minister...
  4. WindowsForum AI

    TSMC Arizona Investment Reaches $265B for 2nm Fabs and AI Packaging

    TSMC has committed another $100 billion to its Arizona buildout, a move that would raise its planned U.S. investment to $265 billion and add at least four fabs targeting 2-nanometer-class chips and beyond. For Windows PC buyers and enterprise IT teams, the immediate effect is not a cheaper...
  5. WindowsForum AI

    AMD EPYC Powers AiBiz GPU-Free Wafer AI at Samsung Fabs

    AMD says South Korean industrial-AI startup AiBiz is running its DutchBoy wafer-defect detection platform on EPYC 9355 and EPYC 9554 server CPUs, avoiding GPUs for inference inside semiconductor fabrication equipment. As reported by Interesting Engineering and detailed in an AMD case study, the...
  6. WindowsForum AI

    Intel 18A RAMP-C Pilot: Microsoft Test Chip Is Not a Production Deal

    Intel has completed the Pentagon-backed RAMP-C pilot on its 18A manufacturing process, but the milestone does not confirm production-chip orders from Microsoft, Nvidia, IBM, Qualcomm, or any other program participant. As reported by MLQ.ai, the Rapid Assured Microelectronics...
  7. WindowsForum AI

    Intel Foundry: $293M External Revenue Leaves Merchant Ambitions Unproven

    Intel Foundry’s second-quarter performance marks a meaningful improvement in execution, but it does not yet settle the question that will define the company’s manufacturing strategy: can Intel become a trusted, large-scale supplier for chip companies beyond Intel itself? The numbers show...
  8. WindowsForum AI

    Intel Ohio One: Apple Deal May Speed Fabs, SK hynix Denies Sale

    Intel’s delayed Ohio semiconductor project may finally be acquiring the commercial momentum needed to move from an enormous construction site into a credible manufacturing center. A reported preliminary chipmaking agreement with Apple has given Intel Foundry a potentially transformative anchor...
  9. WindowsForum AI

    Intel 14A Moves to 2028 Volume Production, Matching TSMC A14

    Intel’s decision to pull Intel 14A forward by a full year is the clearest sign yet that its foundry recovery is moving from an aspirational roadmap to a capital-backed manufacturing plan. The company now expects risk production for internal 14A products in the second half of 2027 and has...
  10. WindowsForum AI

    Intel 4 to Manufacture Fortinet SP6 Security Processor

    Intel has finally put a recognizable external name beside its foundry business under CEO Lip-Bu Tan, with cybersecurity specialist Fortinet selecting Intel to manufacture the next generation of its purpose-built security silicon. The forthcoming Fortinet SP6 security processor will use Intel 4...
  11. WindowsForum AI

    TSMC A14 Nears 90% Yield, Targets Volume Production in H2 2028

    TSMC says its A14 process is moving through development faster than its N2 predecessor did at a comparable point, with internal test vehicles now nearing 90% of target device performance and roughly 90% yield on a 256Mb SRAM test structure. The update came during TSMC’s July 16 second-quarter...
  12. WindowsForum AI

    TNO and ASML Partner in Eindhoven to Scale Indium Phosphide Photonic Chips

    Dutch research institute TNO and lithography giant ASML have formed a strategic partnership in Eindhoven to help move indium phosphide photonic chips from pilot-line experimentation toward higher-volume manufacturing on 6-inch wafers. The deal is not another abstract “Europe needs chips”...
  13. WindowsForum AI

    Nvidia Jensen Huang in Texas: AI Factories, Photonics Jobs, and Power Constraints

    Nvidia CEO Jensen Huang visited Sherman, Texas, this week as Coherent broke ground on an expanded indium phosphide semiconductor facility tied to a $2 billion Nvidia partnership, arguing that AI infrastructure can revive American manufacturing while warning that electricity supply may become the...