Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer
 Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer

SP6 will draw on what the companies described as Intel’s expertise in disaggregated semiconductor design and advanced packaging.

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TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes
 TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodes

TSMC reportedly intends to increase prices of wafers it processes citing demand, rising costs, and increased investments in new capacity.

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Humanoid Raises $152 Million At $1.35 Billion Valuation: Europe’s Newest Robot Unicorn

Europe has a new unicorn. It’s the humanoid robot company Humanoid, which just raised a $152M series A

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SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing
 SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advancement for Chinese semi manufacturing

SMIC’s N+3 process technology can achieve transistor density comparable to TSMC’s N6 without using EUV lithography, but it fails to deliver performance or efficiency of modern production nodes.

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We Just Had The First Humanoid Robot Strike Ever

Hyundai wants to use its Boston Dynamics Atlas robots in car-making factories. Workers aren’t so sure … and the union is taking action.

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ASML’s planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC’s profitable fabs, potentially costing the Taiwanese chipmaker billions
 ASML’s planned Low-NA EUV machine price hikes reportedly frustrate TSMC — lithography machine maker comes knocking to make bank on TSMC’s profitable fabs, potentially costing the Taiwanese chipmaker billions

ASML says that the increased productivity of its Low-NA EUV tools gives it an option to increase the prices of these scanners in the future. The move may have a drastic effect on TSMC’s future expansion plans, as the foundry made a big bet on existing lithography systems.

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TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers
 TSMC confirms significant yield and performance improvements in A14 update — strong interest from AI/HPC and smartphone customers

TSMC’s A14 process technology progresses faster than N2 at this stage of development as developers of both client and AI/HPC plan to use it.

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ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements
 ASML looks to increase prices of its Low-NA EUV tools beyond existing productivity-based model — company wants to capture the value of all the advantages its tools offer, not just wafer throughput improvements

ASML’s comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.

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The 4 Layers Of Brain Behind One Of Europe’s Leading Humanoid Robots

I spent an hour with Humanoid’s Sotirios Stasinopoulos in the company’s UK headquarters. In spite of huge competition, their humanoid robot strategy looks impressive.

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Tower Semiconductor revives shuttered Panasonic-era fab in $3 billion Japan photonics expansion — METI-backed plan targets $3.6 billion revenue by 2028

Tower Semiconductor has announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging operations in Japan

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