Hacker News with Generative AI: Semiconductor Industry

WH Executive Order Affecting Chips and AI Models (whitehouse.gov)
Artificial intelligence is quickly becoming central to both security and economic strength.
China starts Big Fund III spending: $47B for ecosystem and fab tools (tomshardware.com)
Arizona's Tiny Taipei: How a Taiwanese Chip Factory Seeded a Community (nytimes.com)
Taiwan Semiconductor Manufacturing Company, a global tech giant, brought thousands of workers from Asia to the Phoenix suburbs for jobs at a plant that the Biden administration helped fund.
South Korea greenlights the largest semiconductor hub (tomshardware.com)
Shockley Semiconductor Laboratory (abortretry.fail)
William Bradford Shockley Jr was born on the 13th of February in 1910 in London.
On-silicon real-time AI compute governance from Nvidia, Intel, EQTY Labs (eqtylab.io)
EQTY Lab, in collaboration with Intel (NASDAQ: INTC) and NVIDIA (NASDAQ: NVDA), announced today the release of the Verifiable Compute AI framework, the first hardware-based solution to govern and audit AI workflows.
Russia plans EUV chipmaking tools claimed cheaper and easier than ASML's (tomshardware.com)
China gorging on silicon before Uncle Sam slams the door (theregister.com)
China's semiconductor imports were up more than 14 percent in 2024 as companies in the country stockpiled ahead of widely expected fresh restrictions from Washington and pressure grows to develop local alternatives instead.
TSMC founder says Intel has neither a strategy nor a CEO (tomshardware.com)
The Chiplet Revolution – Communications of the ACM (cacm.acm.org)
Reducing demands on a single chip by using smaller chips dedicated to specific functions.
NAND Flash Targets 1k Layers (semiengineering.com)
The chip industry is pushing to quadruple the stack height of 3D NAND flash from 200 layers to 800 layers or more over the next few years, using the additional capacity will help to feed the unending need for more memory of all types.
Is this the biggest industrial espionage campaign in history? (freethink.com)
In 2016, the Chinese Communist Party announced that producing its own dynamic random-access memory (DRAM) chips was a national security priority.
Chinese companies poach staff from ASML and Zeiss with three times higher pay (tomshardware.com)
How IBM invented the automated fab (ieee.org)
In 1970, Bill Harding envisioned a fully automated wafer-fabrication line that would produce integrated circuits in less than one day.
Washington curtails Intel's CHIPS Act grant after company stumbles (nytimes.com)
The Biden administration plans to reduce Intel’s preliminary $8.5 billion federal CHIPS grant, a move that follows the California-based company’s investment delays and broader business struggles.
Xiaomi Successfully Tapped Out China's First 3nm SoC (gsmchina.com)
Xiaomi is gearing up to release its most anticipated Xiaomi 15 Series flagship at the end of this month. However, today local media ‘Beijing News’ has revealed an ambitious project, which Xiaomi has been working on secretly.
Too Good to Lose: America's Stake in Intel (csis.org)
In 2022, Congress enacted the bipartisan CHIPS and Science Act (CHIPS Act), a pivotal initiative which seeks to ensure U.S. leadership in semiconductor technology—the backbone of everything from cars to household appliances to defense systems.
Taiwan Tightens Grip on TSMC's 2nm Tech Amid US-China Geopolitical Struggle (twitter.com)
Taiwanese law prevents TSMC from producing 2nm chips overseas (tomshardware.com)
US Congressman accuses SMIC of making 7nm chips for China violating US sanctions (tomshardware.com)
TSMC to stop supplying advanced AI processors for all of its China customers (tomshardware.com)
TSMC to close door on producing advanced AI chips for China from Monday (ft.com)
Chipmaker TSMC hit by Taiwan's soaring energy prices and growing outages (ft.com)
Intel CEO complains after investing $30B but receiving zero CHIPS Act funding (tomshardware.com)
Samsung to cut 30% of foundry staff, plan 50% line closure by year-end (digitimes.com)
Reports indicate that Samsung is exploring a voluntary retirement plan for its DS division. Rumors also suggest the program could expand across the company, impacting the Mobile eXperience (MX), Visual Display (VD), and Digital Appliances (DA) divisions...
Nvidia ousts Intel from Dow Jones Index after 25-year run (arstechnica.com)
On Friday, S&P Dow Jones Indices announced that AI chipmaker Nvidia will replace Intel in the Dow Jones Industrial Average, marking a seismic shift in the semiconductor industry and ending Intel's 25-year run on the prestigious stock market index.
Intel might be too big to fail (tomshardware.com)
Intel outlines plan to break free from TSMC manufacturing (tomshardware.com)
AMD Will Need Another Decade to Try to Pass Nvidia (nextplatform.com)
Lisu Su has turned in her first ten years at the helm of AMD, and what a hell of a run it has been.
TSMC's Arizona Chip Production Yields Surpass Taiwan's in Win for US Push (yahoo.com)
Taiwan Semiconductor Manufacturing Co. has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife.