Industry Page 18 of 56

All posts related to the industry in general.

ASML Reportedly Faces No Tariffs on Equipment Shipments to the U.S., Allowing TSMC, Samsung & Others Ease in Establishing American Facilities

Taiwan Apparently Fears President Trump’s Chip Tariffs More Than Anything Else, as the Rate Could Go as High as 20%, Potentially Disrupting the Semiconductor Supply Chain

Samsung Reportedly Investing Billions To Build Advanced Packaging Facility in U.S. After Securing Major Tesla Deal, Setting Up a Showdown With TSMC

TSMC’s Next Major Milestone in the US Would Be The Opening of a New Advanced Packaging Facility By 2029, Coming One Step Closer Towards an Independent Supply Chain

AMD Reportedly Hikes the Price of Its Instinct MI350 AI Accelerator by a Whopping 70%, Confident It Can Compete With NVIDIA’s Top-End Blackwell GPUs

TSMC’s Arizona Facility Would Only Fulfill 7% of America’s Chip Needs, Reveals Treasury Secretary Scott Bessent, Saying Regulation Is Holding Expansion Significantly Back

Apple Is Reportedly Showing Interest in Intel’s 14A Process for Future M-Series Chips; NVIDIA Could Be In Line For Adoption As Well

Intel US

Intel Plans to Lay Off Up to a Whopping 30% of Its Workforce, Cutting Over 15,000 Jobs as CEO Lip-Bu Tan Declares That There Won’t Be Anymore “Blank Checks”

Speaker presenting semiconductor technology on stage.

Intel Will Drop Out of the Cutting-Edge Chip Race If It Doesn’t See External Customer Interest, Possibly Marking the Fall of a Key Custodian of Moore’s Law

TSMC’s 2nm Production Is Expected to Break Records, With Capacity Surpassing 3nm & Soaring Demand Driven by Massive Interest From Big Tech

President Trump Wanted to Break NVIDIA —Until He Realized Jensen Was The “AI Warlord” and Said It’d Take a Decade to Beat Them, Even With The Greatest Minds Together

NVIDIA's "Blackwell Ultra" GB300 AI Servers Expected To Debut By Mid-2025, Featuring "Fully-Liquid" Cooling & Much Higher Performant 1

NVIDIA’s GB200 “AI Servers” Are Reportedly Being Smuggled Into China, Even After Jensen Claimed They Weigh “Two Tons” and Can’t End Up There

AMD CEO Lisa Su Says Sourcing AI Chips From TSMC’s U.S. Plants Is 20% More Expensive, Highlighting the Complications of Building Supply Chains in America

TSMC building

While NVIDIA and AMD Compete Fiercely in the “AI Wars,” It’s TSMC Which is Actually Playing On Both Sides; Silently Powering Them All and Raking in Billions

NVIDIA CEO Jensen Huang Reportedly Approached Samsung Back in 2018 to Collaborate on HBM, Chip Processes, and CUDA — But Was Bluntly Rejected

Samsung Expected to Supply HBM4 Samples to AMD, NVIDIA & Other Customers This Month; Coming Head-to-Head With SK Hynix This Time

TSMC building

TSMC Eager to Build an Independent Chip Supply Chain in the U.S. Alongside Taiwan, Plans to Produce Over 30% of 2nm and Advanced Chips in Arizona

TSMC 2nm yields are now well above 60 percent claims analyst

Taiwan’s Chip Industry Reportedly Targeted by China-Linked Hackers Amid Rising U.S. Export Restrictions on Beijing

Intel’s Next Major Event to Be Held in Phoenix, Arizona For the First Time, Signaling Its Intent to Compete With TSMC

NVIDIA Rumored to Launch “RTX 6000D” for China’s AI Market, Shipping Two Million Units by Year-End to Recover Lost Business

NVIDIA CEO Jensen Huang Claims China Doesn’t Need U.S. AI Chips for Military Power; Says Homegrown Tech Is More Than Enough

Trump Media and Technology Group

President Trump’s New Tariffs Expected to Raise Consumer Electronics Prices by Over 10%, Prompting Shifts in the PC Market

Grok AI Models Will Only be Available To Teslas Powered By AMD’s Ryzen Processors Inside, Leaving Intel-Based Units Behind

Intel’s “Mega-Plans” for U.S. Chip Production Falter as the Company Prepares for Layoffs 5x Higher Than Expected at Its Oregon Facility

NVIDIA's CEO Jensen Huang

NVIDIA’s Jensen Huang Says President Trump Is Proud of Its $4 Trillion Valuation, Downplays Tariffs as a ‘Transitory Situation’

TSMC Is One of the Biggest Beneficiaries of the AI Hype Right Now, But US Chip Tariffs Could Prove to Be Its “Kryptonite”

Intel CEO Lip-Bu Tan Reportedly Admits to Falling Behind the Competition, Saying That Turnaround Would be a Difficult Marathon

TSMC’s Chip Prices Expected to Climb Beyond Initial Estimates Amid Massive Demand & Taiwan’s Currency Gains

NVIDIA's AI Chip Renting Services In China Are Much Cheaper Compared To The US, For As Little As $6/Hr 1

The U.S. Is Considering AI Chip Restrictions on Malaysia and Thailand, Aiming to Patch Trade Loopholes That Funnel Chips to China

TSMC Receives Additional $11 Billion Funding Under The CHIPS Act, New 2nm Fab In Development 1

TSMC Has Reportedly Prioritized Setting Up Plants in the U.S. Over Other Regions Due to Fears of “Trump Tariffs”

Samsung denies delaying its Taylor plant's operational timeline

Samsung’s Taylor Facility Opening in the U.S. Reportedly Delayed To 2026 as the Korean Giant Struggles to Secure Customers

Intel’s CEO Lip-Bu Tan Looks To Adopt a More Aggressive Approach With the Foundry Division; Reportedly Cancels Glass Substrate Project

Trump Administration Could Grant Additional Tax Credits to Intel, TSMC & Micron If They Expand U.S. Manufacturing Efforts

Samsung Foundry Reportedly Eyes 2nm Orders For NVIDIA’s Next-Gen GPUs As It Hopes For a Massive Comeback