惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

S
Securelist
C
Cybersecurity and Infrastructure Security Agency CISA
cs.AI updates on arXiv.org
cs.AI updates on arXiv.org
S
Security Affairs
Hacker News: Ask HN
Hacker News: Ask HN
L
Lohrmann on Cybersecurity
PCI Perspectives
PCI Perspectives
Threat Intelligence Blog | Flashpoint
Threat Intelligence Blog | Flashpoint
C
Cyber Attacks, Cyber Crime and Cyber Security
Recent Commits to openclaw:main
Recent Commits to openclaw:main
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
MyScale Blog
MyScale Blog
月光博客
月光博客
W
WeLiveSecurity
T
Threat Research - Cisco Blogs
Martin Fowler
Martin Fowler
CTFtime.org: upcoming CTF events
CTFtime.org: upcoming CTF events
Recorded Future
Recorded Future
The GitHub Blog
The GitHub Blog
Webroot Blog
Webroot Blog
Security Archives - TechRepublic
Security Archives - TechRepublic
TaoSecurity Blog
TaoSecurity Blog
P
Proofpoint News Feed
Google DeepMind News
Google DeepMind News
F
Full Disclosure
U
Unit 42
Jina AI
Jina AI
博客园 - 司徒正美
阮一峰的网络日志
阮一峰的网络日志
L
LINUX DO - 最新话题
宝玉的分享
宝玉的分享
大猫的无限游戏
大猫的无限游戏
The Hacker News
The Hacker News
The Last Watchdog
The Last Watchdog
T
Troy Hunt's Blog
腾讯CDC
T
Threatpost
H
Hacker News: Front Page
P
Palo Alto Networks Blog
博客园 - 聂微东
Last Week in AI
Last Week in AI
有赞技术团队
有赞技术团队
Help Net Security
Help Net Security
L
LINUX DO - 热门话题
N
News and Events Feed by Topic
人人都是产品经理
人人都是产品经理
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
奇客Solidot–传递最新科技情报
奇客Solidot–传递最新科技情报
Application and Cybersecurity Blog
Application and Cybersecurity Blog
Spread Privacy
Spread Privacy

THP Feed -- all premium articles

Intel Micron commits $500 million to GlobalWafers Anthropic says it can read Claude While the U.S. flip-flops on chip sanctions, China is building its own chip supply market — export controls are creating conditions for a Sino-Russian chip trade alliance Elon Musk receives FTC greenlight to buy Mesh Optical as interconnects emerge as AI Rapidus fab roadmap examined — first new leading-edge chipmaker in decades has one Hokkaido fab, a 2027 deadline, and 60 potential customers SiPearl South Korea Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in scope and scale Steam Machine interview full transcript: Valve engineers discuss $1,049 pricing, compact design, component shortages, and Windows support Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases U.S. PC shipments drop 7%, market isn The bifurcated laptop landscape of Computex 2026 – MacBook Neo competitors with 8GB of RAM, and expensive Nvidia laptops promising an agentic-focused future of Windows on Arm Chinese Z.ai Imec Solidigm VP talks PCIe 6.0 SSDs, next-gen floating gate NAND, liquid cooled storage and more — Avi Shetty, VP of AI, Solutions & Market Enablement discusses the future of enterprise storage tech The AI tokenmaxxing party is crashing over spiraling costs — leaked consulting firm audio suggests no one is sure how to measure AI effectiveness US Secures Netherlands for Pax Silica Alliance in key win for strategic chip alliance — tension remains over MATCH Act restrictions China tops the list of fastest supercomputers with a CPU-only behemoth, ending US champion El Capitan Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86 Post-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough tech — imec, ASML, and TSMC fab complementary 2D-material transistors at 50nm pitch on a 300mm wafer Ditching the cloud for local AI — how I use two mini PCs to process millions of tokens a day and save money on costly API fees Intel US pulls the Intel AMD’s massive SP7 socket for EPYC Venice and Intel’s gargantuan 9,324-pin socket for Diamond Rapids appear at Computex — SP7 and LGA9324-1 sockets will power the next generation of AI servers Marvell details vision of optically-interconnected data centers spanning across thousands of kilometers — new interconnects sampling later this year would allow CSPs to pool resources based on workload Nvidia's high-speed AI data center storage servers break cover, touting 2.9 petabytes of storage and extreme PCIe 6.0 performance — Wiwynn shows off SCADA server with GPU-accelerated storage AI is set to consume up to 600 billion gallons of water by 2030 — rising energy consumption primarily to blame as… Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's… Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks Anthropic's warning over AI self-improvement has a hidden message — accelerating development requires more compute before companies ever risk losing control of frontier AI models Demand for data center CPUs has surged, and AI agents are responsible – why the CPU to GPU ratio is more important… Executives are cutting jobs for an AI future that hasn't fully arrived yet, even as productivity gains remain difficult to prove — data neither confirms nor refutes an AI unemployment apocalypse Tom's Hardware Unfiltered: Computex 2026, Day 4 — the B2B shift, and we say farewell to Taipei Qualcomm Roundtable Interview transcript — SVP of Compute and Gaming talks Snapdragon C, RTX Spark, and the… AMD's Helios MI455X AI platform breaks cover, initial systems use UALink-over-Ethernet interconnects — AMD's Vera Rubin rival surfaces, but the downsides of Ethernet could hamstring performance Frore shows off LiquidJet Nexus coldplate for Nvidia Vera Rubin, other AI accelerators — offers up claimed 10% token generation boost over rival liquid-cooling solutions Tom's Hardware Unfiltered: Computex 2026, Day 3 — the heat bites as our team races across Taipei Tom's Hardware Unfiltered: Computex 2026, Day 2 — Interviews, roundtables, and the first day at the Nanggang… The rise of local agentic computing faces a brutal reality: rising DRAM prices —  RTX Spark, Gorgon Halo chips subject to 63% DRAM contract price hike this quarter Astera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centers — up to 80 accelerators… Intel Xeon 6+ Computex roundtable interview transcript — Kira Boyko and Tim Wilson on 18A wafer allocation, Clearwater Forest, and dropping hyper-threading Tom's Hardware Unfiltered: Computex 2026, Day 1 — night markets, taking the MRT train, and a slew of demos Intel Arc G3 interview transcript — Intel's Senior Product Director talks new handheld chips, Arrow Lake… Nvidia's RTX Spark could caplitalize where Qualcomm's Arm-based efforts have not —  following the expiration of Qualcomm's Windows on Arm deal, Nvidia stands poised to pick up the slack Qualcomm aims Snapdragon C laptop chip at the budget laptop segment, as manufacturers feel the DRAM squeeze —  analysts warn sub $500 laptop market may disappear before 2028 Access Tom’s Hardware Premium’s Computex 2026 coverage for free — sign up for an account to read… Tom's Hardware Unfiltered: Computex 2026, Day 0 — peek behind the curtain to see how we're covering the… AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing IBM spins off America's first quantum chip foundry with $2 billion in federal and private funding — newly-minted 'Anderon' foundry to offer 300mm quantum wafer fab and manufacturing services Imec builds world's first High-NA EUV-fabricated quantum dot qubit device — breakthrough could pull quantum computing onto the same manufacturing roadmap as next-gen AI processors, compressing timelines Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027 AI is starting to out-design chip engineers in narrow areas as LLMs accelerate software chip design tool development — "There is still a lot of human guidance" says Berkley researcher The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain — key etching and cleaning material faces sharp cost increase amid trade disruption SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins Why now is the best time to jump on the OLED monitor bandwagon — breaking down new-gen panel tech and our top… Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond Japanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMC — plant to fill missing… Why building a quiet PC is harder than you think — what to know, and how to make your rig quieter The tech industry is moving faster than ever. Keep up with Tom’s Hardware Premium, available from just $7 per… Arm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst reveals — at least $90 million worth of CPUs to be shipped before FY2027 The Middle East had everything data center builders and hyperscalers could wish for — then the Iran war happened White House reportedly considers mandatory government vetting of AI models before release — executive order under… High-capacity HDD roadmap: the race to 100TB and zettabyte-scale storage — Toshiba, Seagate and WD outline three… Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose… Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand —  Chinese fabs can barely keep up as Nvidia's market share craters within the region Steam Controller interview full transcript — Valve programmer and engineer discuss design, latency, prototyping, and the joys of not having a kernel driver Skyrocketing component prices push Big Tech capex to record $725 billion — Microsoft alone attributes $25 billion of AI budget to increased memory and chip costs ASML's roadmap for chipmaking lithography tools examined — from DUV to Low-NA, High-NA, Hyper-NA, and beyond Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited — efficient workers might be the solution to strained budgets Meta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructure — the industry signals a shift to Agentic inference workloads, pushing demand TSMC SoIC 3D stacking roadmap outlines path from 6-micron pitches today to 4.5-micron in 2029 — Fujitsu's… OpenAI and Microsoft The GeForce RTX 30-series upgrade matrix — does your Ampere GPU need an upgrade in 2026? Inside Google TSMC How a cavalcade of blunders gave unauthorized users access to Claude Mythos — restricted model accessed by third parties, thanks to knowledge from data breach Congress moves to strip the DoC of chip-export discretion with the MATCH Act — DUV lithography machines among those targeted in chipmaking tool crackdown Showstopper Build: Greyscale — building a custom-looped ITX PC that pushes the form factor to its limits Testing PC games using FEX on a high-end Android tablet can yield playable results — but the early tech is still… Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions Quantum photonics roadmap — how Xanadu and PsiQuantum are looking to transfer qubits through beams of light YMTC Anthropic Our experts review your astonishing PC builds and setups in Rig Rundown — from wall-mounted setups to a system… Why we spent 50+ hours retesting Intel’s Core Ultra 270K Plus and 250K Plus Anthropic's Claude Mythos isn't a sentient super-hacker, it's a sales pitch — claims of 'thousands' of severe zero-days rely on just 198 manual reviews Intel's EMIB-T packaging technology set for fab rollout this year — as TSMC CoWoS capacity remains limited, EMIB-T is preparing for advanced AI accelerator designs A brief history of Denuvo DRM and the new hypervisor bypass — inside the cat-and-mouse game between Denuvo and the… PCI Express roadmap: The path to 1TB/s with PCI 8.0, the challenges of integration, and beyond Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends WD Innovation Day 2026 press Q&A transcript: roadmap plans to reach 60TB with ePMR and 100TB via HAMR by 2029 — 'at some point, the laws of physics will require us to transition to HAMR' America’s AI chip rules keep changing — and the rest of the world is paying the price Here’s what the FCC ban on foreign-manufactured routers actually means for consumers China's homegrown silicon suppliers gain traction as Nvidia struggles to get its chips into the market — Huawei, Cambricon and more step up to fill crucial market gap Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — NVLink Fusion turns into soft ecosystem…
Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC — mature node chipmakers each pursue differing…
Luke James · 2026-05-29 · via THP Feed -- all premium articles
GlobalFoundries Wafer
(Image credit: GlobalFoundries)

The global foundry market is dominated by TSMC, which captured 69.9% of global foundry revenue in 2025, but beyond the glitz and glamor of the leading edge sit a tier of foundries that collectively manufacture the chips found in cars, power supplies for AI servers, RF front-end modules, display drivers, industrial controllers, and defense systems. GlobalFoundries, UMC, and SMIC posted a combined 2025 revenue of roughly $24 billion and hold approximately 13.5% of the global foundry market between them.

Each is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices. GlobalFoundries is becoming a U.S. and European specialty foundry, backed by $1.575 billion in CHIPS Act funding and a $3.1 billion Department of Defense contract.

Swipe to scroll horizontally

Node

Technology

Target applications

Primary fab

Status

12LP/12LP+

FinFET

High-performance SoCs

Malta, NY

Production

22FDX/22FDX+

FD-SOI, eMRAM

IoT, automotive radar, mmWave 5G, MCUs

Dresden; Malta

Production

28SLP/28SLPe

Bulk CMOS

Mainstream logic

Dresden; Singapore

Production

45RFSOI

RF SOI

5G RF front-end modules

Singapore

Production

40/55nm BCDLite

BCD, analog

Power management ICs

Singapore

Production

90/130/180nm

CMOS, SiGe, GaN

Automotive MCUs, secure elements, RF, GaN power

Vermont; Dresden

Production

Silicon photonics

Integrated photonics

Optical transceivers, co-packaged optics

Singapore

Expanding

Swipe to scroll horizontally

Node

Key applications

Primary fab(s)

Status

14nm (14FFC)

Low-volume logic

Fab 12A, Tainan

Production (limited)

22nm (22ULP/ULL/eHV)

DDICs, MCUs, Wi-Fi/BT, networking, OLED displays

Fab 12A, Tainan; Fab 12i, Singapore

Ramping

28nm (HKMG, HV, eFlash)

DDICs, networking, consumer SoCs

Fab 12A; USCXM, Xiamen

Production

40nm

Communication, consumer

Multiple Taiwan fabs

Production

55/65/90nm

Analog, mixed-signal, power

Taiwan; Japan (USJC); Xiamen

Production

110-250nm+

Legacy analog, sensors, BCD

Hsinchu, Suzhou (200mm)

Production

12nm FinFET (with Intel)

Wi-Fi/DTV SoCs, networking, mobile, high-speed I/O

Intel fabs, Chandler, AZ

Development; 2027 target

Swipe to scroll horizontally

Node

Technology

Key fabs

Status

N+3 (~7nm/6nm-class)

DUV multi-patterning; no EUV access

SN1/SN2, Shanghai

Limited production (Huawei)

N+2 (7nm-class)

DUV multi-patterning; ~20K WSPM; yields ~60-70%

SN1/SN2, Shanghai

Production

14nm FinFET

First-gen FinFET; folded into 28nm reporting since 2023

Shanghai

Production

28nm (HKMG/Poly)

Core expansion node

Shanghai (Lin-Gang); Shenzhen; Beijing

Production

40/55/65nm

Analog, power, RF

Multiple sites

Production

90-350nm

Legacy analog, MCUs, sensors

Multiple sites

Production

Swipe to scroll horizontally

Foundry

FY2025 revenue

Global share (TrendForce)

Most advanced production node

2026 capex

GlobalFoundries

$6.79 billion

3.87%

12LP FinFET

~15% to 20% of revenue

UMC

$7.63 billion

4.35%

14nm FinFET (12nm in development)

~$1.5 billion

SMIC

$9.33 billion

5.32%

N+2/N+3 (7nm-class, DUV)

$7 billion+

Luke James is a freelance writer and journalist.  Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.