Taiwan thumbs its nose at Beijing by blocking chip exports to SMIC and Huawei / The Register
Tuesday, June 17, 2025, 4:21 pm permalink
Taiwan has imposed export bans on crucial semiconductor technologies to China’s SMIC and Huawei, intensifying the US–China tech rivalry. This decisive move underscores geopolitical tensions and raises alarms about future disruptions in the global semiconductor supply chain.
permalink / 2 stories from sources in 17 hrs #chips #asia #huawei
Tuesday, June 17, 2025, 1:22 pm permalink
Intel is set to reduce its fabrication workforce by as much as 20% as part of a strategic restructuring plan. The layoffs will affect a significant portion of its foundry staff as the company refocuses on core business units amid evolving market demands and industry challenges.
Bluesky: @techcrunch.com
permalink / 2 stories from sources in 20 hrs #chips #business #intel #layoffs
Trump Officials Weighed Broader China Tech Restrictions Ahead of Trade Talks / WSJ
Tuesday, June 17, 2025, 4:20 am permalink
US officials reportedly considered imposing broader technology controls on China in advance of crucial trade discussions. The deliberations reportedly centered on exporting chip-making equipment and related tech, signaling a proactive yet cautious approach as policymakers navigate the complexities of international trade negotiations.
permalink / 3 stories from sources in 29 hrs #techpolicy #china #chips #us
Taiwan bans chip exports to Huawei, SMIC — ban comes after Huawei tricked TSMC into making one million AI processors despite US restrictions / Tom's Hardware
Sunday, June 15, 2025, 12:20 pm permalink
Taiwan authorities have imposed strict chip export controls on Huawei SMIC after revelations that the company deceived TSMC into manufacturing one million AI processors in defiance of US restrictions. The decisive move aims to shield critical semiconductor resources while reinforcing international trade controls amid ongoing tech tensions.
permalink / 3 stories from sources in 2 days #chips #tsmc #asia #huawei
Micron To Invest $200 Billion In America To "Reinforce" Global Chip Dominance / Zerohedge
Thursday, June 12, 2025, 10:21 am permalink
Micron Technology has unveiled an ambitious $200 billion investment plan in US manufacturing and R&D aimed at reinforcing its global chip dominance. The colossal strategy is set to boost production capacity and innovation in a fiercely competitive semiconductor market.
permalink / 3 stories from sources in 5 days #semiconductors #chips #investment #us
Tuesday, June 10, 2025, 12:21 pm permalink
In a surprising shift, OpenAI has secured a deal to rent chips from Google Cloud, reflecting its evolving strategy to meet escalating computational demands. This unexpected collaboration comes despite longstanding competitive tensions, highlighting the pragmatism in today’s high-stakes AI race.
Bluesky: @arstechnica.com
permalink / 4 stories from sources in 7 days #cloud #chips #google #openai
Huawei Founder Waves Off US Chip Curbs While Trade Talks Proceed - Bloomberg.com / Bloomberg
Tuesday, June 10, 2025, 1:20 am permalink
Huawei’s leadership is keeping its cool in the face of US chip curbs. The company’s founder waved off the restrictions during active trade talks while acknowledging that its current chips lag a generation behind US technology, even as engineers scramble for creative workarounds to remain competitive under the new constraints.
permalink / 4 stories from sources in 8 days #semiconductors #china #chips #huawei
Monday, June 9, 2025, 5:20 am permalink
US chipmaker Qualcomm has confirmed its acquisition of UK-based Alphawave in a deal valued at $2.4 billion, marking a strategic move to bolster its chip design capabilities amid intensifying semiconductor competition. Analysts suggest this transaction will significantly enhance Qualcomm’s technological prowess and market positioning.
Bluesky: @techcrunch.com
permalink / 6 stories from sources in 9 days #semiconductors #chips #business #acquisitions
Broadcom beats on earnings and revenue / CNBC
Thursday, June 5, 2025, 5:20 pm permalink
Broadcom reported robust earnings and revenue growth, driven by its booming artificial intelligence segment, yet issued a cautiously tepid forecast that challenges market optimism. This mixed signal has left investors weighing past performance against uncertain future guidance in the tech giant’s latest financial update.
permalink / 4 stories from sources in 12 days #chips #stockmarket #earnings
GlobalFoundries commits $3B more to US fabs in Trump tariff flex / The Register
Wednesday, June 4, 2025, 5:21 pm permalink
GlobalFoundries has announced an additional $3 billion investment into its US fabrication facilities amid tariff and trade pressures. The strategic move is designed to strengthen domestic chip production and secure the supply chain in an increasingly competitive global semiconductor market.
permalink / 2 stories from sources in 13 days #chips #business #us #manufacturing