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Latest analysis, news and expert context on semiconductors from Publish Nexus, covering developments shaping technology, business and society.
AMD’s reported 46% share of x86 server-CPU revenue underscores a major competitive shift, but the company’s $220 billion 2030 market forecast depends on an exceptionally rapid expansion in AI-related computing demand.
TSMC’s public roadmap shows a broad push to scale advanced packaging, but it has not formally announced a direct replica of Intel’s embedded-bridge technology.
A reported April 2027 completion target for TSMC’s first Taichung A14 fab would keep the physical build on pace for pilot work before the company’s planned 2028 production ramp.
