Semiconductor Page 9 of 17

American flag on a computer chip, symbolizing US technology and innovation.

It’s Not Just Intel: The US Government Is Now Reportedly Mulling A Stake In Micron, Samsung, And TSMC As Well

US Treasury Secretary: “There’s No Talk Of Forcing Companies To Buy From Intel,” Says The US Government Won’t Run The Struggling Chipmaker

SoftBank Invests $2 Billion In Intel As Part Of A Broader Move To Gain Exposure To “Semiconductor Innovation In The United States,” Discussed Buying Out Intel’s Contract Chipmaking Business

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

TSMC Latest Chips To Get Super Expensive With $30k/Wafer Tag – US Arizona Plant Becomes Profitable For Second Consecutive Quarter

TSMC Will Most Likely Use EUV Lithography For Its 5 nm Chips

China Reportedly Develops Lithography Machine, Not Comparable to ASML’s High‑NA EUV for Production

Market Disappointed As Trump Administration Mulls A 10 Percent Stake In Intel

Huawei has developed its own EDA tools to mass produce the Kirin 9020

Huawei’s Latest Datacenter Chip Continues To Use 5 Year Old Technology, Says Report

MediaTek's Dimensity 9500 to boost the company's flagship chipset shipments for 2025

MediaTek’s Upcoming Dimensity 9500 Estimated To Contribute To A 33 Percent Increase In Flagship Chipset Shipments For 2025; China Expected To Be The Most Important Market

Ultra Intel Core processor on a detailed blue circuit board.

Intel Shares Spike As The Trump Administration Reportedly Mulls A Stake To Boost Domestic Chip Manufacturing Capacity

Leaked code reveals that Apple is still working on the M4 Ultra

M4 Ultra Launch Not Scrapped, As Leaked Code Suggests That Apple Is Developing Its Most Powerful Chipset, And One That Will Likely Power A Future Mac Pro

Apple moving from InFO to WMCM packaging for the iPhone 18's A20 chipset

Apple To Shift From InFO To Wafer-Level Multi-Chip Module Packaging For The iPhone 18’s A20 SoC In 2026, Reducing Unnecessary Production Costs As It Moves To TSMC’s 2nm Process While Boosting Efficiency & Yields

BofA: Intel’s Strategy Of Engaging Customers Early To “Form Demand Before CapEx Spend” Could Mimic The Lower Capital Intensity Of A “Fabless/Quasi-Fabless Semiconductor”

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Intel’s Lip-Bu Tan Is Reportedly Scheduled To Meet Trump On Monday To Clarify His Ties To China

Rapidus semiconductor facility in Japan aiming for 2nm chip mass production by 2027 amid competition from TSMC and Samsung

Japan’s Rapidus Has Two Years To Begin 2nm Mass Production, Claims Researcher, And If There Are Setbacks, The Region Will Lose The Technological Advantage To Taiwan’s TSMC And South Korea’s Samsung

Map highlighting China and Taiwan in red, with prominent labels for both regions.

Taiwan Is Now Investigating Over A Dozen China-Based Companies For Illicitly Poaching Local Talent

American flag on a computer chip, symbolizing US technology and innovation.

After NVIDIA And Apple, South Korea Declares That Samsung And SK Hynix Are Also Exempt From Trump’s 100 Percent Tariffs On Semiconductors

TSMC has apparently fired several employees over leaking 2nm trade secrets

TSMC Has Fired Several Employees Who Were Allegedly Leaking Trade Secrets Surrounding Its Cutting-Edge 2nm Process Development & Production, Matter Being Treated As A National Security Incident

Intel’s Credit Rating Slashed To Just 2 Notches Above Junk Status: Fitch Now Wants To See “Successful Product Ramps” And “Net Debt Reduction” For A Re-Rating

TSMC Will Have Four 2nm Fabrication Plants Reportedly Working At Full Capacity Next Year, With A Combined Monthly Output Of 60,000 Wafers; Increased Production Will Not Bring Any Relief To Customers

Samsung provides a positive outlook on the Exynos 2600

Samsung Says Its Exynos 2600 Will Be The Company’s First 2nm GAA Chipset, But Only Says That Its NPU Performance Will Deliver Significant Improvements Compared To The Previous-Generation SoC

Qualcomm says its chipset business revenue has grown 15 percent without Apple

Qualcomm Says Its Chipset Business Revenue Has Already Grown By 15 Percent Without Apple, But An Analyst Says That It Is Not Because The Company Is Selling In Higher Volume

Susquehanna: AMD’s MI308 GPU Sales Boost Revenue: $800M Added Back to H2 2025 Forecast, Gaming Segment Grows By Double-Digit Percent In Q2

MediaTek's Q2 2025 earnings have been announced

MediaTek’s Flagship Chipset Revenue Reaches $3 Billion In Q2 2025 Thanks To Dimensity 9400 Sales, With A Projected 40 Percent Year-Over-Year Increase; Company Says 2nm SoC Tape-Out To Begin In Q3

Jefferies: NVIDIA Likely Has Between 600,000 And 900,000 H20 GPUs In Inventory, While Chinese Demand Is Around 1.8 Million Units

Tesla’s $16.5 Billion Samsung Chip Deal Is The “Bare Minimum,” Says Musk As He Confirms The Affair

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

Samsung Catches Big Break In Its Quest To Compete With TSMC For Next-Generation Manufacturing Processes, Securing A Hefty $16.5 Billion Deal For Its 2nm GAA Wafers

Lip-Bu Evades Getting Booed As Intel’s Q2 2025 EPS Stinks, Revenue Surprises

Samsung-made Snapdragon 8 Elite Gen 2 could still be alive

Qualcomm Could Still Maintain Its Dual-Sourcing Approach For The Snapdragon 8 Elite Gen 2 As Tipster Claims That Samsung’s Version On The 2nm GAA Process Is Not Yet Cancelled

Meta working with MediaTek to develop 2nm AI chip

Meta’s Poaching Tactics Aside, The Company Has Reportedly Tasked MediaTek To Develop A New 2nm Chip Codenamed ‘Arke’ For AI Inference, But Estimated Launch Expected In A Couple Of Years

Intel CEO Lip-Bu Tan Faces A “Catch 22” In His Turnaround Efforts, Declares An Investment Firm

Samsung immensely focusing on its 2nm GAA technology

Samsung To Gradually Improve Its 2nm GAA Process, Prioritizing Yields And Low Cost To Become An Alternative To TSMC’s Solutions; Demand For These Chips To Last Up To Four Years

TSMC, World’s Largest Contract Chipmaker & NVIDIA AI Supplier, Could Boost Output To 200,000 Wafers Per Month – Report

SMIC's 5nm yields

SMIC’s Current 5nm Yields Rumored To Be In The 60-70 Percent Range, Making It An Exceptional Milestone To Pursue Sub-7nm Wafer Production, But Not Everyone Agrees With These Claims

NVIDIA Won’t Restart China H20 AI Chip Production, Says Report