Industry Page 19 of 57

All posts related to the industry in general.

Samsung posts its Q2 2025 earnings

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 Accelerators Might Face The Next "US Ban", Team Green Stops Taking New Orders In China 1

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 CEO Lip-Bu Tan Threatens to Fire Anyone Whose Chip Exceeds B0 Stepping, as 14A's 'Holy Grail' PDK 0.9 Lands October 2026

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 wants Intel's CEO to resign

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

Samsung secures $16.5 billion chip order deal for its 2nm GAA process

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 Panther Lake CPU Power Ratings Detailed: 25W H-Series, Performance Mode With Up To 64W at PL2 1

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

Technician holding a silicon wafer in a cleanroom environment, showcasing microchip technology.

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

AMD EPYC CPUs Are Helping TSMC Manufacturer Next-Generation Chips Faster

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

Person in sunglasses in front of a large data server room, highlighting tech and computing.

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 US

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

Trump Media and Technology Group

The Trump Administration Is Reportedly Squeezing Taiwan “Like a Lemon” as Trading Partners Gear Up for the Last Opportunity to Settle Tariff Rates

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

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

HBM Market To Witness Price Surge Up To 10% By 2025 As Demand Set To Double Next Year 1

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

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