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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

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“I am really jealous about memory companies’ 86% gross margin,” said C.C. Wei, chief executive of TSMC, during the company’s earnings call with financial analysts and investors. “86% [margin at memory makers] – 68% [marg…

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

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Fortinet does bring real volume, though, if not marquee volume. IDC ranked Fortinet first in firewall appliances shipped as of early 2023, with a 48% unit share. The company ships its own ASICs across its entry-level and…

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

by

Fortinet does bring real volume, though, if not marquee volume. IDC ranked Fortinet first in firewall appliances shipped as of early 2023, with a 48% unit share. The company ships its own ASICs across its entry-level and…