Forward-looking: TSMC is planning a second manufacturing plant in Arizona, a move that will bring the upcoming 3nm manufacturing process to the US. The facility could allow Apple to start making iPhones in the US but prices would go up. A lot.
The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
What just happened? In its ongoing battle against VLSI, a now-defunct manufacturer of custom integrated circuits (ICs), Intel must pay a hefty fine for infringing a patent granted almost two decades ago. A federal jury in Texas has once again ruled in favor of VLSI, a non-operating company belonging to private equity firm Fortress Investment Group, ordering Intel to pay $949 million. It's a sum the Santa Clara corporation doesn't want to spend for a technology that doesn't even work with their latest computer chips.
What just happened? Remember all the outcry when Larry David appeared in a Super Bowl commercial for now-collapsed crypto exchange FTX? The comedian probably wishes he'd never took part in the ad, too, given that he's one of several celebrities named in a lawsuit against the platform's former CEO Sam Bankman-Fried.
Facepalm: In another example of why people in the public eye should be careful when posting to social media, a European Commission staff member is facing claims of bias following a tweet about Call of Duty staying on the PlayStation.