Semiconductor Page 13 of 18

Intel, Qualcomm & Micron Urge Trump Administration To Exempt Chip Materials From Tariffs & Ensure Access To Foreign Markets

Google visited TSMC to secure Pixel smartphone chipset deal

Google Executives Reportedly Visited TSMC To Secure A Chipset Deal For Pixel Smartphones; Partnership May Last An Estimated Five Years, With The Tensor G5 Being The Company’s First 3nm SoC

Supermicro (SMCI) CFO Dumps 43 Percent Of His Stock Holdings

Xiaomi XRING 01 has officially been announced

Xiaomi’s XRING 01 Goes Official As Company’s First Custom 3nm SoC With 19 Billion Transistors, 10-Core Cluster, LPDDR5T Support, And A Host Of Other Impressive Specifications

This Analyst Believes NVIDIA’s Upcoming Earnings Will Disappoint, Act As A “Positive Clearing Event”

After Building US Factories, TSMC Rejects Qatar, Singapore & India’s Requests To Build Advanced Plants

AMD Thinks Each ZT Systems Engineer Is Worth $1.33 Million

Xiaomi Pad 7 Ultra uses a binned XRING 01

Xiaomi Has Also Resorted To Chip-Binning For The XRING 01, Uses A Slightly Downgraded Version With Reduced Clock Speeds For Its Flagship Tablet, The Pad 7 Ultra

MediaTek to begin 2nm chip tape-out in Q4 2025

MediaTek Announces That It Will Commence Tape-Out Of Its First 2nm Chipset In The Fourth Quarter Of 2025, As It Attempts To Obtain A Lead Against The Competition

TSMC’s US Arizona Plant Could Hike Chip Prices By As Much As 30% – Report

AMD Enters Into An Agreement With Sanmina To Sell A Part Of ZT Systems For $3 Billion, While Retaining ZT’s Server Design And Customer Enablement Expertise

Mizuho: Huawei Will Likely Sell Over 700,000 Units Of Its Ascend 910 Series Chips In 2025, Despite SMIC’s “Fairly Low” Yields Of ~30 Percent

XRING 01 officially announced

Xiaomi CEO Officially Announces The XRING 01, The Company’s First In-House Chipset After Many Years, But Apart From The Launch Date, The Specification Details Are Kept In The Dark

Supermicro (SMCI) Is On A Hiring Binge In Saudi Arabia After Inking A Massive $20 Billion Deal

AMD Increases Its Share Buyback Authorization By $6 Billion After Buying Back $749 Million Worth Of Shares Last Quarter

Huawei partner SiCarrier seeks $2.8 billion in funding

Huawei’s Chipmaking Partner SiCarrier Reportedly Seeks $2.8 Billion In Funding As It Attempts To Compete With ASML; Most Products Have Yet To Enter Production

NVIDIA And AMD Partner With A Saudi PIF Subsidiary To Build AI Factories With “Several Hundred Thousand Of NVIDIA’s Most Advanced GPUs,” AMD And HUMAIN To Invest $10 Billion

Samsung and Qualcomm have entered into a contract to use the Korean giant's technology to create leading-edge products

Samsung Reportedly Signed A Contract With Qualcomm To Place Orders For ‘Leading-Edge’ Products, But The Rumor Does Not Mention If It Was For The Snapdragon 8 Elite Gen 2

Apple Could Order A Whopping $60 Billion In Chips From TSMC In 2025 Believe Analysts

Chinese Chip Giant SMIC Shaken By Tariffs But Still Plans To Spend $7 Billion In 2025 To Make More Chips

Kirin X90 specifications revealed by tipster

Huawei’s Kirin X90 Partial Specifications & Launch Month Revealed By Tipster, 10-Core CPU Cluster With Support For 20 Threads Via Hyperthreading, Advanced Security & More

Apple reportedly working on a chipset with up to six times as many CPU and GPU cores as the M3 Ultra

Apple Reportedly Working On A Chipset With Up To Six Times As Many CPU And GPU Cores As The M3 Ultra; Company Already Developing Three Silicon Generations After M5

TSMC Can Create Up To 12,000 Jobs In US Through $165 Billion Announcement, Says President

Lynx Equity On AMD Q1 2025 Earnings: “Just As With Intel, We Expect AMD’s Guidance And 2H Commentary To Surprise To The Downside”

Piper Sandler Sees NVIDIA Taking A ~$10 Billion Hit Annually From AI-Related CapEx Slowdown And The Decoupling From China

South Korea semiconductor research leaves his home country to work at a university in China

China Has Recruited South Korean Semiconductor Researcher And Appointed Him Head Of Quantum Materials Research After He Was Unable To Find A Suitable Position In His Home Country

Intel’s Top Commercial Officer Will Leave In June Says Firm After Key Foundry Event Earlier

TSMC Starts Building US Chip Factory Within Hours Of Receiving Permit – AMD CEO Says 2nm HPC Chips In Play

TSMC Confirms It Notified US About Shipping Chip To Banned Company

Apple Is Reportedly The Driving Force For TSMC’s ‘SoIC’ Advanced Packaging, New Report Says The Technology Is Experiencing Faster Growth Than Other Versions

TechInsights: If The Average US Import Tariff Rate Remains Sticky At 40 Percent, The Global Semiconductor Market Will Shrink By A Third In 2026

Trump Says TSMC’s Management Are “Trustworthy People” & “Have No Choice” But To Invest $100 Billion In US

TSMC Can Help Trump Make America Great Again, Says Media Mogul

Intel Q1 2025 Earnings: Lip Bu-Tan Eschews Layoffs For Now, Guidance Is Wholly Disappointing [Update: Layoffs Imminent]