Chips & Supply · United States

From Silicon To Systems: Redefining Competitive Advantage, Part 3

Credited to Semiconductor Engineering · semiengineering.com · 6h ago

For most of the semiconductor industry’s history, value was captured in fairly predictable places. Smaller transistors, better processing nodes, and higher-performance chips. But the industry is going into a new era. Today, some of the most important breakthroughs are happening outside the transistor itself: in advanced packaging, in AI infrastructure, in system integration, in software, data, and platform ecosystems. And perhaps most importantly, value is beginning to shift from individual components towards the ability to integrate increasingly complex technology into scalable systems.

Because in the age of AI, performance is no longer determined by a single chip itself. It is shaped by how efficiently the entire system can move data, manage energy, coordinate compute, and operate across interconnected systems.

Which means the next generation of industry leaders may look very different from the last. The winners may not simply be those with the best technology, but those who can combine technology, platforms, partnerships, and strategic positioning into coherent systems of value creation.

Advantest’s Dong Ong sits down with Salah Nasri, CEO & co-founder of ISIG (International Semiconductor Industry Group), to discuss where the semiconductor industry is going and what competitive advantage might look like in the next decade.

Chips & SupplyUnited States

Microsoft Debuts Nvidia-Powered PCs with On-Device AI, Following Apple’s Breakout Hit

Credited to The Information$ · theinformation.com19h ago

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Microsoft on Wednesday unveiled its latest effort to run AI in PCs powered by its Windows software, rather than running the AI in the cloud, which the company said would bring down costs for customers. The announcement is Microsoft’s response to Apple’s Mac Mini, which has…

View the article · $The Information

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Chips & Supply · Asia-Pacific

TSMC’s September sales surge year-over-year as AI drives chip demand

Credited to CNBC · cnbc.com · 6h ago

CHINA - 2026/09/25: In this photo illustration, the TSMC logo is seen displayed on a tablet screen. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Sopa Images | Lightrocket | Getty Images

The world's largest contract chipmaker Taiwan Semiconductor Manufacturing Co posted revenue of $511.86 billion New Taiwan dollars ($16.03 billion) for September, up 54.6% on the year prior, but down 0.6% on August.

Its third quarter revenue came around $NT1.49 trillion.

The company closed 1.35% lower ahead of releasing monthly figures.

TSMC, which counts Nvidia and Apple among its customers, has been a major beneficiary of surging demand for advanced AI chips.

In September, TSMC committed to using ASML's High NA extreme ultraviolet lithography machines, a key technology for producing more advanced chips, joining Samsung Electronics among customers adopting the technology.

It is scheduled to report its third-quarter earnings next week.

Correction: The story has been updated to reflect that sales did not hit a record high in September.