What Trump’s 100% Tariff on Imported Semiconductors Mean for Tech Firms
Rohit Singh / medianama - Trump’s 100% tariff on imported semiconductors led to a range of reactions from tech giants, with some, like Apple, pledging new US investments, and firms from Taiwan and South Korea reaffirming their commitment. The post What Trump’s 100% Tariff on Impor…
Back to Top / Friday, August 8, 2025, 5:20 am / permalink 11908 / 4 stories in 6 months
Trump claims TSMC will invest $300 billion in Arizona, pledges semiconductor tariff
appleinsider - President Trump has announced that iPhone processor supplier TSMC is to invest $300 billion in US manufacturing, and says a semiconductor tariff is imminent.TSMC is reportedly investing more in US expansionAfter Trump threatened higher tariffs on imports …
Back to Top / Wednesday, August 6, 2025, 8:21 am / permalink 11719 / 10 stories in 7 months
Report: Intel struggles with new 18A process as it cuts workers and cancels projects
Andrew Cunningham / arstechnica - Intel says it's still on track to launch its first 18A Core Ultra chips in 2025.
Back to Top / Tuesday, August 5, 2025, 12:21 pm / permalink 11648 / 4 stories in 7 months
World's largest chipmaker TSMC says it has discovered potential trade secret leaks
cnbc - TSMC dominates the market for the manufacturing of the most advanced chips on the planet and counts major firms like Apple and Nvidia as clients.
Back to Top / Tuesday, August 5, 2025, 2:20 am / permalink 11607 / 10 stories in 7 months
Arm shares plunge amid disappointing earnings and outlook
Arm’s quarterly earnings came with an unwelcome twist as revenue misses sent share prices tumbling. The chip designer’s announcement to invest in making its own chips was met with mixed reactions, leaving investors to grumble about whether its new strategy can truly reverse the downturn.
Back to Top / Wednesday, July 30, 2025, 8:20 pm / permalink 11312 / 3 stories in 7 months
Tesla, Samsung ink $16.5B chip supply contract sealed for production boost
Tesla and Samsung have finalized a staggering $16.5 billion semiconductor supply deal that aims to ensure a steady chip flow, aiding production efficiency amid a tight global supply landscape. The agreement is a clear signal of strategic alignment in the tech and automotive spheres.
Back to Top / Monday, July 28, 2025, 12:20 am / permalink 11022 / 8 stories in 7 months
Intel to Lay Off 15% of Workers, Cancel Billions in Projects in Bid for Rebound
Robbie Whelan / wsj - The American chip-making giant is facing a strategic crossroads as it chases rivals like Nvidia and TSMC in the global silicon boom.
Back to Top / Thursday, July 24, 2025, 4:20 pm / permalink 10871 / 6 stories in 7 months
How America’s Export Controls Backfired — and Boosted Beijing’s Chip Ambitions
Marcus Schuler / implicator - US export controls aimed to block China's AI chips. Instead, they created a $1 billion black market while Chinese companies built domestic alternatives. Then Washington reversed course and allowed sales anyway.
Back to Top / Thursday, July 24, 2025, 7:21 am / permalink 10815 / 8 stories in 7 months
Nvidia CEO Jensen Huang wants to sell more advanced chips to China after H20 ban is lifted
cnbc - Nvidia CEO Jensen Huang visited Beijing after the U.S. allowed its H20 chip to be sold in China.
Back to Top / Wednesday, July 16, 2025, 8:20 am / permalink 10177 / 6 stories in 7 months
Nvidia, AMD to resume AI chip exports to China
Maria Deutscher / siliconangle - Shares of Nvidia Corp. and Advanced Micro Devices Inc. jumped today on the news that they will resume the sale of artificial intelligence chips to China. The development comes three months after the U.S. Commerce Department effectively banned such exports…
Back to Top / Tuesday, July 15, 2025, 2:20 pm / permalink 10132 / 5 stories in 7 months
Malaysia will require trade permits for U.S. AI chips
Rebecca Szkutak / techcrunch - Malaysia is introducing new export restrictions on U.S. AI chips in an attempt to prevent these chips from being smuggled into China.
Back to Top / Monday, July 14, 2025, 1:21 pm / permalink 10019 / 6 stories in 7 months
Nvidia CEO dismisses China military chip reliance fears
Nvidia’s chief quipped that China’s military won’t lean on U.S. AI chips, undercutting prevailing security worries. In candid interviews, he downplayed concerns over tech dependency, blending a dash of wit with his calm assurance amid swirling geopolitical tech tensions.
Back to Top / Monday, July 14, 2025, 6:20 am / permalink 9983 / 5 stories in 7 months
U.S. lifts chip software curbs on China amid trade truce, Synopsys says
cnbc - The U.S. government has rescinded its export restrictions on chip design software to China, U.S.-based Synopsys announced.
Back to Top / Wednesday, July 2, 2025, 10:20 pm / permalink 9315 / 3 stories in 8 months
DeepSeek delays rollout as US export controls tighten chip supply
DeepSeek’s eagerly awaited R2 rollout has been pushed back amid US export restrictions that have exacerbated an already tight Nvidia chip supply. The delay underscores the unpredictable interplay between geopolitics and tech innovation, leaving industry insiders both frustrated and amused.
Back to Top / Thursday, June 26, 2025, 1:21 pm / permalink 8917 / 3 stories in 8 months
US tightens chip export controls to China
US officials appear set to impose stricter export controls as they target semiconductor supply chains feeding into China. Reports indicate potential revocation of waivers granted to allies, raising concerns among global chipmakers and rattling the markets, reflecting escalating US efforts to rein in China’s tech advancement.
Back to Top / Friday, June 20, 2025, 10:20 am / permalink 8476 / 2 stories in 8 months
Texas Instruments commits $60 billion to U.S. semiconductor manufacturing — includes planned expansions to Texas, Utah fabs
tomshardware - Texas Instruments follows the semiconductor industry in announcing its new investments in expanding U.S. facilities, though we already knew about most of the projects.
Back to Top / Wednesday, June 18, 2025, 1:20 pm / permalink 8339 / 4 stories in 8 months
Micron Announces $200 Billion US Investment for Chip Dominance
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.
Back to Top / Thursday, June 12, 2025, 10:21 am / permalink 7801 / 0 stories in 8 months
Huawei navigates chip curbs with founder’s dismissive tone
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.
Back to Top / Tuesday, June 10, 2025, 1:20 am / permalink 7425 / 2 stories in 8 months
US Chipmaker Qualcomm Buys Alphawave in $2.4B Deal
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.
Back to Top / Monday, June 9, 2025, 5:20 am / permalink 7264 / 6 stories in 8 months
US Tech Export Restrictions Shake Major Industry Players
U.S. regulators’ tightening export controls on critical technologies for China are clearly rattling the tech and defense sectors. A government directive now forces a suspension of airplane and semiconductor tech sales, while industry giants pause operations and report severe financial blows. Trade tensions with China are having tangible, disruptive effects.
Back to Top / Friday, May 30, 2025, 6:20 am / permalink 6210 / 8 stories in 9 months