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The issue of AMD's using TSMC for microprocessor fabrication hasn't gone away and remarks by Rick Tsai, TSMC's CEO and President have further fuelled the fires. Read more >>

At first glance, the appointment of Aart J. de Geus to serve on Applied Materials' Board of Directors doesn't seem all that interesting! Read more >>

As luck would have it, the Intel/STM memory spin-off got a new name during SEMICON West, though I must admit I only noticed the other day. My gut feeling said they might do it at this time but must also admit to not having any insider info on that one. Read more >>

SEMICON West may be over but we have an amazing backlog of stories and blogs to push out this week and next, and also we have to start trawling through some of the most important new product introductions. Adding to the workload if that wasn't enough is the fact that the quarterly financials are now underway so please be kind to us! Read more >>

I have recently commented on the expected fall in 2H07's capital equipment orders as the massive spending plans at both NAND and DRAM chip manufacturers fall of the cliff! Read more >>

The rumors of an imminent business shift away from internal manufacturing and a shift towards foundries for AMD continues with a story over at EE Times that refers to a report from financial house FBR. Read more >>