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TSMC plans to open chip packaging plant in Arizona by 2029, executive says

TSMC plans to open chip packaging plant in Arizona by 2029, executive says

By Stephen Nellis and Max A. Cherney SANTA CLARA, California, April 22 (Reuters) - Taiwan Semiconductor Manufacturing Co plans to open a chip packaging plant in Arizona by 2029, an executive told Reuters.
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Australia's Syenta raises $26 million to ease AI chip bottleneck, former Intel CEO joins board

Australia's Syenta raises $26 million to ease AI chip bottleneck, former Intel CEO joins board

By Stephen Nellis SAN FRANCISCO, April 21 (Reuters) - Syenta, an Australian semiconductor technology startup, said on Tuesday that it has raised $26 million for a new manufacturing technique that could help ease persistent supply chain bottlenecks for artificial intelligence.
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Analysis-In the AI era, Apple's strengths may become its constraints

Analysis-In the AI era, Apple's strengths may become its constraints

By Stephen Nellis SAN FRANCISCO, April 22 (Reuters) - Apple built its empire on control. For decades, the company's tightly managed ecosystem, spanning custom chips, proprietary operating systems and curated apps, delivered devices that were secure and easy to use. 
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Apple's new CEO is a product perfectionist taking on the AI age

Apple's new CEO is a product perfectionist taking on the AI age

By Aditya Soni April 20 (Reuters) - To understand how Apple's new CEO John Ternus will run the company, pay attention to what he refuses to sell.
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Apple's post-Cook future hinges on whether Ternus can ignite AI growth

Apple's post-Cook future hinges on whether Ternus can ignite AI growth

By Rashika Singh April 21 (Reuters) - Apple's leadership change is the start of a new phase for the iPhone maker, in which the focus will be on whether its deep hardware heritage can be successfully fused with AI to sustain growth in a fast-evolving tech landscape, Wall Street analysts said.
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Intel results to show if supply chain issues are dimming its AI ambitions

Intel results to show if supply chain issues are dimming its AI ambitions

By Zaheer Kachwala April 21 (Reuters) - Intel investors on Thursday will focus on its efforts to sort out supply chain issues that have limited the company's ability to ramp up chip production to meet rising demand from businesses adopting AI-related services.
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ASM International forecasts second-quarter revenue that beats estimates

ASM International forecasts second-quarter revenue that beats estimates

By Nathan Vifflin and Ozan Ergenay April 21 (Reuters) - Computer chip equipment maker ASM International on Tuesday forecast stronger second-quarter revenue guidance than markets expected, after a first-quarter report above expectations.
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ASML Plans Major Management Restructuring Amid AI Demand Surge

ASML Plans Major Management Restructuring Amid AI Demand Surge

ASML Plans Major Management Restructuring Amid AI Demand Surge
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ASML says firm will not be chip industry's bottleneck

ASML says firm will not be chip industry's bottleneck

By Toby Sterling and Nathan Vifflin AMSTERDAM, April 22 (Reuters) - Top computer chip equipment maker ASML will not be a bottleneck for the industry, as it was early in the decade, its CEO said on Wednesday, pointing to recent investments in capacity and productivity improvements.
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Apple names insider John Ternus as CEO, Cook to become executive chairman

Apple names insider John Ternus as CEO, Cook to become executive chairman

By Stephen Nellis SAN FRANCISCO, April 20 (Reuters) - Apple on Monday named insider John Ternus as its next CEO, tasking the long-time hardware chief to steer the company after Tim Cook as the iPhone maker gears up for an industry change spurred by artificial intelligence.
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Arm Holdings Expands into AI with New In-House CPU for Data Centers

Arm Holdings Expands into AI with New In-House CPU for Data Centers

Arm Holdings Expands into AI with New In-House CPU for Data Centers
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Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs

Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs

April 20 (Reuters) - Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing units (CPUs), reshape data center buildout and widen investment beyond the graphic chips that have dominated the AI boom so far.