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All posts related to the industry in general.
Biden Administration Reportedly Tried to Get NVIDIA & AMD to Buy Intel Chips to Revive the Company’s Business, But Apparently Failed; Can President Trump Do It Instead?
ARM’s In-House AI Chip Pursuit Sees a Massive Breakthrough as the Firm Hires Amazon’s AI Chip Expert Responsible for Highly-Capable Trainium CPUs
NVIDIA’s Emerging AI Chip Rival in China, Cambricon, Plans to Raise $560 Million to Boost Competition as Beijing Moves to Mandate Homegrown AI Chips For Datacenters
U.S. Chip Industry Reaches Another Massive Milestone as GlobalWafers Becomes the First Firm to Produce Silicon Wafers Domestically, Backed By Investments from Apple & TSMC
SK Hynix Has Managed to End Samsung’s Three-Decade-Long Dominance in the DRAM Industry, as the Latter Witnesses Its Biggest-Ever Drop in Market Share This Year
President Trump Is Now Eyeing a Whopping 300% Chip Tariff, Which Could Drop by the End of the Month; Invest in the US to Avoid Massive Taxes!
Trump Administration’s Intel Stake Plan Faces ‘Devil’s in Details’, As It Could Potentially Require Congressional Approval & Use CHIPS Act Funding
Intel Shows Its Cutting-Edge 18A Process Is Ready for Non-x86 SoCs in a Live Demo, Aiming to Attract Fabless Customers Like Apple That Rely on ARM
Intel Unveils ‘USAI’ Narrative, Emphasizing Its Patriotic Mission and Positioning Team Blue as America’s Sole Option for Advanced Chip Manufacturing
Samsung Has Reportedly Confirmed the Supply of HBM3E to NVIDIA After Months of Setbacks and Sampling, Putting It Right Alongside SK Hynix and Micron for Now
Intel CEO Lip-Bu Tan Reportedly Arrives at the White House In a Pivotal Meeting With President Trump; Here’s What is Unfolding
Former CEO Craig Barrett Claims That Only Intel Can Save the US Chip Industry, Not TSMC; Advises the Administration to Force Big Tech to Invest in the Company’s Chip Capacity
President Trump Confirms Deal With NVIDIA/AMD on Their Share of China Revenue; Says There’s Only Room for ‘Less-Powerful’ Blackwell AI GPUs for China in the Future
SK Hynix Reportedly Ramps 1c DRAM to Six EUV Layers, Setting the Stage for High-NA EUV Designs to Give Samsung No Chance of Competition
Samsung’s Chip Investments in the U.S. Expected to Exceed $50 Billion After Massive Deals With Tesla and Apple; Taylor Fab to Open at the End of October
NVIDIA’s H20 AI Chips Reportedly See ‘Green Light’ From Trump Administration for Export to China After Jensen’s Recent Visit to The White House
Intel’s CEO Lip-Bu Tan Responds to Claims Made By President Trump, Reaffirms Commitment to the U.S. Chip Industry & Clears Up the Rumors of Conflict with The Board
President Trump Calls Out Intel’s CEO Lip-Bu Tan to Resign, Saying He Is ‘Highly Conflicted’ After Claims of Chinese Ties
Tesla is Reportedly Opting for Packaging Services from Intel Foundry for Its Dojo Supercomputer, Getting the Chip Industry ‘Underdogs’ into Its Supply Chain
President Trump to Impose a Whopping 100% Tariff on All Chips Coming into the US; No Extra Charge on Semiconductors Produced Domestically
Intel’s CEO Lip-Bu Tan & His Ties With Chinese Firms Are Now Being Questioned By US Lawmakers, Saying That It Might Compromise US National Security
TSMC Engineers Were Reportedly Busted at a Coffee Shop for Spilling 2nm Secrets; Claims Say Critical Information Was Transferred to Japan’s Rapidus
NVIDIA Rejects the US Lawmakers’ Plans to Integrate ‘Kill Switches’ Into AI Chips For Export to China; Says Its Deliberately Weakens Critical Infrastructure & Will Never Happen
Intel is Reportedly Struggling With Its Next-Gen Panther Lake Chips, As The 18A Yield Rates Are Making It Difficult To Scale Production For Retail Launch
NVIDIA’s AI Servers Are Currently Exempt From Hefty US Tariffs on Taiwan, But a Threat Still Looms From Potential ‘Chip Tariffs’ Under Section 232, Which Could Cause Serious Trouble
Samsung Foundry Expected to Witness Strong Growth Toward Year-End, Catalyzed by the Massive Tesla Deal, as the Firm Sees a Significant Rise in Operating Rates
NVIDIA’s H20 AI Export License Approval Reportedly Faces a Massive Backlog, Mainly Due to Strict “Checks” That Have Left Many AI Firms Under Uncertainty
TSMC Is Reportedly Ready to Shift 2nm Technology to the US, as It Prepares New Production Lines in Arizona, Despite Prior Resentment from the Taiwan Government
Meta Is Building the World’s Largest AI Cluster, Which Will Come with Compute Power Never Seen in the Markets; Set to Feature a “Tent-Like” Structure for Rapid Deployment
NVIDIA CEO Jensen Huang and Anthropic’s Boss Argue Once Again Over Who Does AI Better, Firing Shots in a Debate Where “Everyone Wins”
Intel’s Former ‘Inventor of The Year’, Who Specialized In Glass Substrates, Has Now Joined Samsung, Showing that Team Blue is Ready to Abandon Its Core Team & Vision
The Trump Administration Is Reportedly Squeezing Taiwan “Like a Lemon” as Trading Partners Gear Up for the Last Opportunity to Settle Tariff Rates
China Reportedly Launches an Investigation into NVIDIA’s H20 AI Chips to See Whether They Are Equipped with ‘Location Tracking’ & Other Backdoors Heading Towards the US
Samsung Is Reportedly Implementing a ‘Surprise’ Price Drop for Its HBM3E Memory in a Bid to Gain NVIDIA’s Interest & Compete More Aggressively With SK Hynix
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