Locator: 10100CHIPS.
Concepts
2026: power, memory
- LPDDRs, link here.
2025 --> 2026: link here.
- IoT: home automation, matter, thread
- N2: TSMC, Apple, Apple 2 nm chips
- GPU updates, 2025.
Fabs: tracking.
Fabs: processes.
- DUV
- EUV
- RISC: link here.
Nomenclature:
- industry: 2-nm; 1.8nm
- Intel: 20A (or simply 20), 18A (or simply 18).
****************************
Updates
December 25, 2025: best update on Intel's new 18 angstrom and 14 angstrom chips.
November 30, 2025: LPDDRs, link here.
November 28, 2025: Japan making a move.
November 11, 2025:
- Apple has locked up 50% of TSM's 2-nm output for 2026. Link here.
October 18, 2025: this past week --
- Nvidia unveils first Blackwell chip wafer made with TSMC in Phoenix
- this is really a big, big deal
- Micron to exit server chips business in China
- Samsung Electronics family to sell $1.2 billion stake amid share rally
- hyperscaler wrap: link here.
October 15, 2025: Apple announces release of the M5. Link here.
October 9, 2025: Intel provides promised update. No surprises. Link here.
September 23, 2025: Micron earnings. Spectacular. Quarter ending August, 2025.
September 23, 2025: Nvidia's Vera Rubin GPU architecture.
September 18, 2025: Nvidia buys $5 billion of Intel. Intel surges. Nvidia also jumps.
September 11, 2025: two new Apple chips (N1 and C1X) and Thread. Link here.
September 9, 2025: companies cannot keep up with demand for chips. Larry Elison renting back chips he bought in bulk for just that reason. Oracle surges almost 30% after earnings reported this date. Link here.
August 28, 2025: the Trump-Intel 10% stake deal explained here. At that link, it will take you to this link.
August 22, 2025: yes, it's official, but the terms are not understood by anyone -- the US government takes a 10% stake in Intel.
August 18, 2025: SoftBank invests $2 billion in Intel; Trump administration considering a 10% stake in Intel. Link here.
July 25, 2025: Intel earnings. What a mess.
June 16, 2025: 2-nm (2nm, 2 nm) chips -- link here.
April 25, 2025: Chinese, world's thinnest chip; 3-atoms thick 5,931 transistors; made without EUV lithography; uses existing CMOS fabrication processes. Link here. Molybdenum layer between two sulphur layers; seen as a promising successor to silicon due to its atomic-scale thinness and high efficiency. One-nanometer-thick.
- the chip: the RV32-WUJI, runs on the open-source RISC-V architecture,
- previous 2D circuits only managed 156 transistors
February 16, 2025: Intel, TSM, Broadcom, AVGO. Link here.
*************************
Major (?) Updates
2-nm (2 nm, 20A): link to wiki.
RISC processor: Chinese, world's thinnest chip; 3-atoms thick; made without EUV lithography. Can be manufactured with DUV (Deep Ultraviolet) lithography.
RV32-WUJI; metal-oxide semiconductor (MOS) FET. Link here.
AWS (Amazon): new chips -- Ocelot (quantum computing); competing with Nvidia -- Trainium, Inferentia. World's largest supercomputer to be completed in 2025 (?) -- Project Rainier -- partnered with Anthropic, AI --> Claude.
ASML: tracked here.
Nvidia: tracked here. But Nvidia can be found throughout the blog.
TSMC: is tracked here. But TSMC can be found throughout the blog.
Apple, TSMC, 2-nm: link here.
C1: link here.
- C1X: the upgraded C1 chip introduced with the iPhone 17.
M6: link here. Early introduction, 2H26, some limited models.
M5: link here. Early introduction, 2025; across the board in 2026. Tom's Hardware, November 11, 2025.
- rumored to be available for desktop, iPad, 4Q25
N1: introduced with the iPhone 17. Replaces the Broadcom wi-fi + Bluetooth chip. Link here.
Partnership between Amazon and Apple: link here.
American exceptionalism (tech): link here.
*********************
Posted Prior to November 8, 2024
The sixth industrial revolution: link here.
CHIPS Act:
Nodes. First posted November 4, 2024.
AI chips:
System on a Chip (SoC). SoC tracked here on the blog.
- M-series, M1, M2, M3, M4, and M5: TSM, 3-nm -- desktops, laptops, tablets -- newest models in 2024.
- Apple's press release.
- now, M5 -- July 5, 2024. September 27, 2024, December 26, 2024. The M5 will be tracked here.
- A-series, A-17: TSM, 3-nm -- iPhone, iPhone 15 Pro and iPhone Pro Max
- A-series, A-18: all here.
- A-series, A-20 (A20): mentioned at this post. 9-to-5 Mac, first mentioned March 20, 2025? Not yet mentioned at Wikipedia entry for Apple Silicon.
System on a chip: the moment the industry shifted its focus.
Four major "chips": CPUs, GPUs, NPUs, and memory.
XPUs: link here.
Qualcomm and Qualcomm Snapdragon modems.
Intel's Gaudi 3. New chip based on Gaudi 3 announced October 15, 2025.
AWS: Graviton.
Intel: Lunar Lake, August 14, 2024.
Intel: Altera, October 17, 2024.
- Updated July 8, 2025, and shown at this link.
- September 21, 2025
Updated, April 29, 2025:
Original:
