Taiwan-based Wealth Magazine published a sensational report going into the details of what led Liu to step down, considering that TSMC as a company remains healthy, and growing on the backs of the AI HPC processor and smartphone SoC boom. This came in the form of a regulatory disclosure that Liu would not be nominated for membership of the TSMC Board, and would retire as chairman after the company's next annual shareholders meeting. Last week, TSMC surprised the semiconductor industry when it announced the untimely departure of Chairman Mark Liu from his role. Not much else is known about these PSUs at this point. MSI also revealed that it is working on a branded ATX12VO power supply series, so both the retail and OEM/SI channel customers can buy the motherboard+PSU as combos from a single source. As with all ATX12VO motherboards we've seen to date, onboard VRM is used to switch 12 V to lower voltage domains, including 5 V and 3.3 V needed for SATA drives, and the likes. The company hasn't finalized the board design, but we know from its silhouette to be a Micro-ATX (240 mm x 240 mm) board, with the Socket AM5 wired to two DDR5 DIMM slots, a PCI-Express 4.0 x16, a handful M.2 NVMe Gen 4 slots, and some basic connectivity, including onboard Wi-Fi. For the Socket LGA1700, the company has the PRO H610M 12VO, and now the company has its first ATX12VO motherboard for AMD Socket AM5-the PRO B650M 12VO/WiFi. MSI has been targeting this class of customers-OEMs and small SI, with motherboards under its mainstream PRO series. ATX12VO is still an emerging standard that hasn't gained traction in the DIY channel, but PC OEMs and systems integrators are beginning to catch on, for the cost savings to be had. MSI is planning to expand its small lineup of motherboards with ATX12VO power connectivity-the new desktop motherboard power standard that does away with the 5 V and 3.3 V power domains, and relies entirely on 12 V, with the aim of simplifying PSU designs and desktop PC power cabling. The new Israeli fab will complement Intel's lineup of leading-edge technologies and help maintain Israel's reputation as a global semiconductor hub. With significant government subsidies at each site, Intel aims to restore market dominance against rivals like AMD and Nvidia through scale of manufacturing. It follows the company's record $20 billion fab project in Ohio. The Kiryat Gat expansion aligns with Intel CEO Pat Gelsinger's strategy of manufacturing diversification through mega-investments across the US, Europe, and Israel. Its key processor technology was and is being designed in Israel labs. However, Intel's decades-long presence and investments in the country showcase economic priorities persevering. The grant comes amid Israel's ongoing conflict with Palestinian militant group Hamas. The company will receive a reduced 7.5% corporate tax rate and has committed to $16.6 billion in local procurement. Intel expects to create thousands of local jobs as well. Construction has already begun, with operations slated to start in 2028 and serve until 2035. The new Fab 38 plant will be built alongside Intel's existing Fab 28 facility in Kiryat Gat. Intel's expansion aims to strengthen global semiconductor supply chains and reduce reliance on singular geographies like Taiwan. This represents the company's largest-ever investment in a manufacturing facility. Intel has secured a $3.2 billion grant from the Israeli government for constructing a new $25 billion chip fabrication facility in southern Israel.
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