|
 |
|
| AMD rockets past 35% market share in desktop PC market as Intel's share loss accelerates |
2/16/2026 |
|
Advanced Micro Devices achieved a record 29.2% share of the x86 CPU market in the fourth quarter, driven by strong sales of desktop and mobile processors, according to Mercury Research. Meanwhile, Intel's share dropped to 70.8%, and its revenue share fell to 68.8%. AMD's success was attributed to its competitive product lineup, particularly the Ryzen 9000 series, and Intel's supply constraints.
|
|
|
| Immigration bill picks up steam with manufacturing endorsement |
2/12/2026 |
|
Participants must comply with all federal and state laws, pass a criminal background check and pay back taxes owed, according to the proposal. They also must pay $7,000 in restitution over the course of the seven-year program. It is not a path to citizenship.
|
|
|
| 2025 wafer shipments up 5.8% but revenues fall 1.2% |
2/12/2026 |
|
Silicon wafer shipments in 2025 increased 5.8% to 12,973 million square inches (MSI) while wafer revenue slipped 1.2% to $11.4 billion over the same period, sayscthe SEMI Silicon Manufacturers Group (SMG).
|
|
|
| TSMC to be exempt from US tariffs |
2/11/2026 |
|
The US reportedly will exempt Taiwan Semiconductor Manufacturing Co. from semiconductor tariffs due to the company's substantial investments in US manufacturing, particularly in Arizona. The Trump administration is also considering tariff exemptions for US technology companies such as Amazon, Google and Microsoft to support AI data center expansion.
|
|
|
| Why Now Is the Right Time for Semiconductor Fabs in Germany |
2/10/2026 |
|
it’s not that most of these companies were incompetent and doomed to fail; it’s because, in the long term, they couldn’t compete with companies that benefited from subsidies from governments that saw the strategic relevance of semiconductors.
|
|
|
| Imec to Open R&D Center in Qatar |
2/10/2026 |
|
Imec will open an R&D center in Qatar shortly, which will serve as the research institute’s hub in the GCC region. Supported by Invest Qatar and the Qatar Research, Development & Innovation Council (QRDI), imec’s new hub has already started hiring.
|
|
|
| Qualcomm completes 2nm chip tape-out for India's design |
2/10/2026 |
|
Qualcomm has marked a milestone for India's semiconductor industry with the tape-out of a 2-nanometer chip design. While the chip will be manufactured overseas, design work was completed in India, highlighting the country's growing capabilities in advanced chip development.
|
|
|
| Taiwan resists US push for major chip production shift |
2/10/2026 |
|
Taiwan has rejected a US request to relocate 40% of its semiconductor production to the US, citing the difficulty of moving its established semiconductor ecosystem. Vice Premier Cheng Li-chiun says Taiwan will continue to expand its domestic semiconductor capacity while investing overseas. The response comes after Commerce Secretary Howard Lutnick proposed that 40% of leading-edge semiconductor manufacturing should be in the US.
|
|
|
|
