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Semiconductor manufacturing competition

Chip fabrication, fabs, process nodes, and strategic competition among chip makers.

5,250 stories · 58 in 30 days · Updated Sep 28, 2026

The pace of conversation

Posts per month

2020-01: 47 posts2020-02: 31 posts2020-03: 32 posts2020-04: 57 posts2020-05: 45 posts2020-06: 76 posts2020-07: 43 posts2020-08: 60 posts2020-09: 56 posts2020-10: 33 posts2020-11: 46 posts2020-12: 48 posts2021-01: 60 posts2021-02: 66 posts2021-03: 79 posts2021-04: 80 posts2021-05: 113 posts2021-06: 86 posts2021-07: 59 posts2021-08: 81 posts2021-09: 67 posts2021-10: 74 posts2021-11: 73 posts2021-12: 78 posts2022-01: 69 posts2022-02: 66 posts2022-03: 79 posts2022-04: 65 posts2022-05: 42 posts2022-06: 73 posts2022-07: 90 posts2022-08: 97 posts2022-09: 42 posts2022-10: 87 posts2022-11: 65 posts2022-12: 85 posts2023-01: 54 posts2023-02: 56 posts2023-03: 79 posts2023-04: 78 posts2023-05: 72 posts2023-06: 56 posts2023-07: 91 posts2023-08: 63 posts2023-09: 62 posts2023-10: 84 posts2023-11: 57 posts2023-12: 67 posts2024-01: 85 posts2024-02: 83 posts2024-03: 89 posts2024-04: 87 posts2024-05: 62 posts2024-06: 55 posts2024-07: 45 posts2024-08: 57 posts2024-09: 57 posts2024-10: 74 posts2024-11: 64 posts2024-12: 61 posts2025-01: 59 posts2025-02: 52 posts2025-03: 52 posts2025-04: 57 posts2025-05: 50 posts2025-06: 45 posts2025-07: 51 posts2025-08: 53 posts2025-09: 52 posts2025-10: 69 posts2025-11: 60 posts2025-12: 71 posts2026-01: 68 posts2026-02: 58 posts2026-03: 66 posts2026-04: 52 posts2026-05: 61 posts2026-06: 71 posts2026-07: 87 posts2026-08: 76 posts2026-09: 52 posts
2020-012026-09

Posts per month · first and latest months may be partial.

01 / EXPLORE THROUGH TIME

Timeline

Start with the latest. Scroll back through time, or zoom in for more.

Year by yearUp to 5 stories per year
2026591 stories
Samsung is expected to more than double output of its HBM4 and HBM4E DRAM↗ en.sedaily.com · HN · 459 comments · 561 points · Sep 20, 2026
2027 memory capacity is reportedly sold out↗ ign.com · HN · 499 comments · 519 points · Aug 07, 2026
Samsung, SK Hynix, Micron Sued in US over Memory Price Fixing↗ en.sedaily.com · HN · 195 comments · 428 points · Jun 29, 2026
Memory has grown to nearly two-thirds of AI chip component costs↗ epoch.ai · HN · 499 comments · 445 points · May 24, 2026
Our eighth generation TPUs: two chips for the agentic era↗ blog.google · HN · 226 comments · 454 points · Apr 22, 2026
2025671 stories
Average DRAM price in USD over last 18 months↗ pcpartpicker.com · HN · 405 comments · 523 points · Dec 04, 2025
Samsung's 60% DRAM price hike signals a new phase of global memory tightening↗ buysellram.com · HN · 430 comments · 461 points · Nov 15, 2025
TSMC expected to announce $100B investment in U.S.↗ wsj.com · HN · 1072 comments · 490 points · Mar 03, 2025
Apple will soon receive 'made in America' chips from TSMC's Arizona fab↗ tomshardware.com · HN · 472 comments · 491 points · Jan 14, 2025
TSMC begins producing 4-nanometer chips in Arizona↗ reuters.com · HN · 358 comments · 419 points · Jan 11, 2025
2024819 stories
OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambition↗ reuters.com · HN · 301 comments · 370 points · Oct 29, 2024
TSMC unveils 1.6nm process technology with backside power delivery↗ tomshardware.com · HN · 199 comments · 398 points · Apr 25, 2024
Japan bets $67B to become a global chip powerhouse once again↗ finance.yahoo.com · HN · 257 comments · 452 points · Feb 21, 2024
TSMC to build second Japan chip factory↗ finance.yahoo.com · HN · 466 comments · 634 points · Feb 06, 2024
Researchers claim first functioning graphene-based chip↗ spectrum.ieee.org · HN · 121 comments · 373 points · Jan 19, 2024
2023819 stories
New Photonic Chip Is the Full Package↗ spectrum.ieee.org · HN · 15 comments · 61 points · Dec 28, 2023
How thermal management is changing in the age of the kilowatt chip↗ theregister.com · HN · 116 comments · 169 points · Dec 26, 2023
Apple to occupy 90% of TSMC 3nm capacity in 2023↗ macrumors.com · HN · 50 comments · 69 points · May 15, 2023
Morris Tanenbaum, Inventor of the Silicon Microchip, Dies at 94↗ spectrum.ieee.org · HN · 16 comments · 107 points · May 12, 2023
Sam Zeloof and Jim Keller start a new semiconductor fab↗ atomicsemi.com · HN · 11 comments · 46 points · Feb 23, 2023
2022860 stories
TSMC to begin 3nm chip production next month↗ tomshardware.com · HN · 374 comments · 393 points · Aug 18, 2022
Senate passes bipartisan bill to subsidize U.S.-made semiconductor chips↗ washingtonpost.com · HN · 463 comments · 377 points · Jul 27, 2022
Purdue Starts Comprehensive Semiconductor Degree Programs in U.S.↗ eetimes.com · HN · 159 comments · 473 points · Jun 15, 2022
Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM↗ semianalysis.substack.com · HN · 221 comments · 343 points · Apr 17, 2022
22-year-old builds chips in his parents’ garage↗ wired.com · HN · 335 comments · 525 points · Jan 23, 2022
2021916 stories
Sony to join TSMC on new $7B chip plant in Japan↗ asia.nikkei.com · HN · 216 comments · 679 points · Oct 11, 2021
TSMC hikes chip prices up to 20% amid supply shortage↗ asia.nikkei.com · HN · 596 comments · 630 points · Aug 26, 2021
TSMC eyes Germany as possible location for first Europe chip plant↗ asia.nikkei.com · HN · 436 comments · 699 points · Jul 26, 2021
Bosch opens German chip plant↗ reuters.com · HN · 271 comments · 684 points · Jun 08, 2021
EU Signs €145B Declaration to Develop Next Gen Processors and 2nm Technology↗ eetimes.eu · HN · 478 comments · 752 points · Jan 01, 2021
2020574 stories
EU countries team up for semiconductor push↗ reuters.com · HN · 647 comments · 633 points · Dec 09, 2020
Google offers free fabbing for 130nm open-source chips↗ fossi-foundation.org · HN · 384 comments · 1055 points · Jul 07, 2020
The Coming Chip Wars↗ steveblank.com · HN · 339 comments · 484 points · Jun 18, 2020
Design electronics like it is 70s at CERN↗ photos.google.com · HN · 79 comments · 315 points · Jun 12, 2020
TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.↗ tsmc.com · HN · 419 comments · 540 points · May 15, 2020
Scroll through time ↕

02 / CATCH UP

The conversation now

Popular stories, with attention fading over roughly two weeks.

Samsung is expected to more than double output of its HBM4 and HBM4E DRAM↗ en.sedaily.com · HN · 459 comments · 561 points · Sep 20, 2026
ASML currently sells no chipmaking machines in Europe, executive says↗ nltimes.nl · HN · 2 comments · 125 points · Sep 23, 2026
TSMC revealing details about next gen A14 node↗ iedm26.mapyourshow.com · HN · 56 comments · 128 points · Sep 15, 2026
2027 memory capacity is reportedly sold out↗ ign.com · HN · 499 comments · 519 points · Aug 07, 2026
SK Hynix CEO sees memory chip shortage lasting until 2030↗ sammyfans.com · HN · 82 comments · 67 points · Aug 31, 2026

03 / GO DEEPER

Follow your curiosity

Find a particular story, revisit a year, or see what resonated.

Highest rated · the last 30 days

Samsung is expected to more than double output of its HBM4 and HBM4E DRAM↗ en.sedaily.com · HN · 459 comments · 561 points · Sep 20, 2026
TSMC revealing details about next gen A14 node↗ iedm26.mapyourshow.com · HN · 56 comments · 128 points · Sep 15, 2026
ASML currently sells no chipmaking machines in Europe, executive says↗ nltimes.nl · HN · 2 comments · 125 points · Sep 23, 2026
SK Hynix CEO sees memory chip shortage lasting until 2030↗ sammyfans.com · HN · 82 comments · 67 points · Aug 31, 2026
Gotham Silicon: 1μ CMOS process that will ship custom chips for –$100 in <24hrs↗ gothamsilicon.com · HN · 20 comments · 42 points · Sep 06, 2026
How to Build a $20B Semiconductor Fab (2024)↗ construction-physics.com · HN · 7 comments · 25 points · Sep 11, 2026
China's CAS institute charts DUV route to 3nm GAA without EUV↗ digitimes.com · HN · 0 comments · 15 points · Sep 18, 2026
AI memory shortage: Fairphone says RAM is now 60% of materials cost↗ tomshardware.com · HN · 0 comments · 13 points · Sep 16, 2026
China's CXMT beats Western chipmakers to LPDDR6 mass production↗ tomshardware.com · HN · 0 comments · 13 points · Aug 31, 2026
ASML Gets TSMC and Samsung Excited about High-NA EUV↗ techzine.eu · HN · 0 comments · 8 points · Sep 08, 2026

10 stories shown.

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