TSMC to raise prices by up to 10% in 2026, citing US tariffs as a factor

techspot - TSMC plans to increase the price of its advanced nodes by 5-10% in 2026, according to a report by DigiTimes. The hike covers its 5nm/4nm, 3nm, and 2nm processes, and foundry customers have already been informed that they will be paying extra.Read Entire A…

Back to Top / Tuesday, September 2, 2025, 12:20 pm / permalink 13565 / 2 stories in 6 months

Exclusive / Abu Dhabi’s G42 eyes chip options beyond Nvidia - Semafor

google - Exclusive / Abu Dhabi’s G42 eyes chip options beyond Nvidia Semafor

Back to Top / Monday, September 1, 2025, 11:20 am / permalink 13495 / 3 stories in 6 months

Intel’s deal with Trump includes a penalty clause against selling off its fabs

Dan Robinson / theregister - The $5.7B check has cleared, CFO says Intel's agreement with the US government incudes a clause that would allow the feds to take an additional five percent stake in the chipmaker if it ceases to have a controlling share in its foundry business.…

Back to Top / Friday, August 29, 2025, 11:21 am / permalink 13387 / 3 stories in 6 months

Alibaba unveils new AI chip amidst Nvidia market concerns

Alibaba is making headlines with its announcement of a new AI chip designed to challenge Nvidia’s market dominance. The development has sparked notable market reactions and is seen as a strategic move to fill a technological gap, intensifying competition in the rapidly evolving semiconductor and AI sectors.

Back to Top / Friday, August 29, 2025, 10:21 am / permalink 13383 / 2 stories in 6 months

TSMC reportedly cuts Chinese chipmaking tools from 2nm fabs as suppliers face scrutiny due to emerging new US restrictions

tomshardware - TSMC will no longer use Chinese-made equipment in its 2nm chip production lines, according to reports from both Digitimes and Nikkei Asia.

Back to Top / Friday, August 29, 2025, 10:21 am / permalink 13378 / 4 stories in 6 months

Intel gets $5.7 billion from Trump deal as White House says details are 'being ironed out'

cnbc - White House press secretary Karoline Leavitt said the Intel deal is still "being ironed out by the Department of Commerce."

Back to Top / Thursday, August 28, 2025, 2:21 pm / permalink 13319 / 3 stories in 6 months

AMD is discontinuing its Wraith Prism and Wraith Spire coolers, no replacement planned

techspot - AMD did not announce the change via press release or blog post, instead updating the product IDs of affected SKUs with a new suffix. The company explained that the SR4 (Wraith Prism) and SR2 (Wraith Spire) coolers have reached their end of life after seve…

Back to Top / Thursday, August 28, 2025, 11:21 am / permalink 13287 / 2 stories in 6 months

Nvidia posts $46 billion revenue in another record quarter — Data center and gaming GPU sales break records

tomshardware - Nvidia posts a record-breaking Q2 FY2026 with $46.7 billion in revenue driven by record sales of AI GPUs and forecasts even stronger Q3 results despite ongoing uncertainities with H20 exports to China.

Back to Top / Thursday, August 28, 2025, 5:20 am / permalink 13264 / 7 stories in 6 months

Three Accused of Stealing TSMC Chip Secrets to Aid Japanese Supplier

Yang Jie / wsj - The indictments in Taiwan highlight the race to develop leading-edge semiconductors.

Back to Top / Wednesday, August 27, 2025, 10:22 am / permalink 13188 / 3 stories in 6 months

China’s AI stack goes domestic: fabs, funding, and a DeepSeek-led playbook

Robert Brown / implicator - China plans to triple AI chip output by 2026 through new fabs and coordinated funding, targeting replacement of Nvidia's "China-compliant" processors. DeepSeek's FP8 format becomes the organizing principle for domestic hardware alignment.

Back to Top / Wednesday, August 27, 2025, 7:20 am / permalink 13171 / 6 stories in 6 months

Intel warns of potential business risks related to US government’s investment

Maria Deutscher / siliconangle - The U.S. government’s plan to take a stake in Intel Corp. could have “adverse consequences,” the chipmaker warned today. The company detailed the potential business risks in a filing with the U.S. Securities and Exchange Commission. Last year, Intel won m…

Back to Top / Monday, August 25, 2025, 5:20 pm / permalink 13059 / 3 stories in 6 months

Trump Slams Intel CEO Over China Ties, Then Greenlights $8.9B Deal

Chaitanya Kohli / medianama - The US government under Trump is buying a 10% stake in Intel for $8.9B, boosting American semiconductor manufacturing and tech independence.The post Trump Slams Intel CEO Over China Ties, Then Greenlights $8.9B Deal appeared first on MEDIANAMA.

Back to Top / Monday, August 25, 2025, 4:20 am / permalink 12999 / 7 stories in 6 months

US government to acquire nearly 10% stake in Intel as part of President Trump's plan to boost American chip manufacturing

Wayne Williams / betanews - Intel has confirmed widely reported plans that it intends to sell nearly 10 percent of its shares to the U.S. government under a new $8.9 billion agreement with the Trump administration aimed at expanding American semiconductor production. The deal gives …

Back to Top / Saturday, August 23, 2025, 7:20 am / permalink 12946 / 3 stories in 6 months

Nvidia suspends China-focused H20 AI chip production amid crackdown

Nvidia has halted production of its China-specific H20 AI chip as Beijing ramps up regulatory scrutiny over technology imports. The chipmaker’s directive to key suppliers to suspend production reflects rising national security concerns and a dramatic shift in its China operations.

Back to Top / Friday, August 22, 2025, 6:20 am / permalink 12875 / 6 stories in 6 months

Nvidia’s Huang says TSMC among all-time greats: Buying its stock is ‘very smart’

cnbc - Nvidia's Jensen Huang made a visit to Taiwan on Friday, where he showered praise on TSMC, calling it one of the greatest companies in history.

Back to Top / Friday, August 22, 2025, 12:20 am / permalink 12872 / 1 stories in 6 months

China Tells Tech Giants to Halt Nvidia H20 Orders After U.S. Official’s ‘Addiction’ Remark — Chinese leaders call Lutnick's comments 'insulting'

tomshardware - Sec. Lutnick’s remarks drew the ire of Chinese leaders who could have potentially drawn on historical parallels.

Back to Top / Thursday, August 21, 2025, 12:21 pm / permalink 12807 / 3 stories in 6 months

EU, US detail tariff deal, confirm 15pc ceiling on chips, pharma

Suhasini Srinivasaragavan / siliconrepublic - The EU and US have detailed their agreed-upon tariff deal, elaborating on the 15pc cap on EU exports and announcing purchase commitments.Read more: EU, US detail tariff deal, confirm 15pc ceiling on chips, pharma

Back to Top / Thursday, August 21, 2025, 10:21 am / permalink 12795 / 2 stories in 6 months

Beijing turns against Nvidia’s AI chip after ‘insulting’ Lutnick remarks - Financial Times

google - Beijing turns against Nvidia’s AI chip after ‘insulting’ Lutnick remarks Financial Times

Back to Top / Wednesday, August 20, 2025, 9:20 pm / permalink 12770 / 1 stories in 6 months

White House confirms talks to acquire 10% stake in Intel — 'We should get an equity stake for our money'

tomshardware - The U.S. wants to get 10% of Intel in exchange for the billions of dollars it’s giving it under the CHIPS Act.

Back to Top / Wednesday, August 20, 2025, 8:21 am / permalink 12700 / 9 stories in 6 months

Arm hires Amazon's AI chip developer, ostensibly to help create its own processors — Rami Sinno returns to the company, boasts Trainium and Inferentia on resume

tomshardware - Arm has hired Amazon's director of engineering for Amazon Web Services, who helped develop its homegrown AI hardware. This is part of ARM's drive towards developing its own complete processors, rather than just designing them for third parties.

Back to Top / Tuesday, August 19, 2025, 7:20 am / permalink 12591 / 3 stories in 6 months