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Page 18 of 57
All posts related to the industry in general.
Rumors of NVIDIA CEO’s Visit to TSMC Over a ‘Profit-Sharing’ Deal With President Trump Are False, as the Taiwan Chip Giant Fully Denies Them
TSMC is Set To Raise Prices of Cutting-Edge Chips By Up To 10%, As It Tries to Maintain Profit Margins With ‘Hefty’ US Tariffs
Rapidus’ 2nm “2HP” Process Will Reportedly Compete With TSMC’s N2 in Logic Density, Also Beating Intel’s 18A by a Huge Margin
Samsung, SK Hynix & Intel Barred From Using U.S. Technologies in Chinese Facilities, Potentially Losing Access to the World’s Largest Chip Market
Samsung’s Taylor Facility Is Back on Track as the Korean Giant Resumes Investments to Build Cutting-Edge 2nm Production Lines
Alibaba Reportedly Develops New AI Chip To Counter NVIDIA’s Uncertainty as Beijing Pushes Harder for Independence in AI Tech
NVIDIA’s Cutting-Edge Rubin AI Chips Could Roll Out From TSMC By Year-End, As Jensen Sets a Pace No Rival Can Match
Intel Receives $5.7 Billion in CHIPS Act Grants Under the Deal With President Trump as Team Blue Bets Big on Its Foundry Division
NVIDIA’s Singapore Revenue Hits Record High, Now Second to the U.S., Though the Nation Remains a ‘Transshipment Hub’ & Not a True Consumer Market
NVIDIA Still Fails To Sell H20 AI GPUs to China Despite Approval From the Trump Administration, Indicating the Deadlock Is Far From Over
TSMC Reportedly Won’t Be Significantly Affected by U.S. Chip Tariffs, Since the Taiwan Giant Sells Only 1% of Its Products Directly to American Entities
China Is Expected to Significantly Increase AI Chip Production in the Coming Years as Beijing Aims for ‘100% Self-Sufficiency’ By 2027
Big Tech’s Frenzy for TSMC’s ‘Made in USA’ Chips Has Forced the Company to Rush Overall Production Ahead by a Whopping Four Quarters
The Trump Administration Will Reportedly Aid Intel in Producing Its Advanced Chips in the U.S., Including Reaching Out to Major Customers
Samsung Reportedly Looking to Partner With Intel in the Chip Industry to Leverage President Trump’s ‘Personal Support’ for Team Blue
NVIDIA’s Jensen Huang Claims Anyone Who Buys TSMC’s Stock Is a ‘Smart Person’, Says Chip Giant Will Be Extremely Busy in the Coming Months
TSMC Reportedly Mulls Returning U.S. CHIPS Act Grants, Signaling President Trump’s ‘Subsidy-for-Equity’ Model Isn’t Worth the Trade
TSMC Caught in the Crossfire as U.S. Officials Weigh Stakes in CHIPS Act Beneficiaries; Domestic Media Calls It ‘Highway Robbery’
China’s Policymakers Are Reportedly Pushing to Completely Ban NVIDIA’s AI Chips in the Country, But Weak Domestic Alternatives Are Holding Them Back
Intel Is Reportedly Facing a Massive ‘Talent Drain’ Following CEO Lip-Bu Tan’s Decisions to Cancel Key Projects; Samsung & Others Actively Recruiting Former Team Blue Employees
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
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