Subject


Semiconductors


2025-08-01

[News] Tesla Taps Samsung for A16 Chips—Reportedly Set for Supercomputer and Robots, Not Cars

According to a report from TechNews, citing Notebookcheck, Tesla has recently signed a multi-billion-dollar AI6 chip production agreement with Samsung Foundry. Analysts cited in the report note that Tesla’s 2nm AI6 chips are expected to enter mass production in 2028, with peak output projected bet...

2025-08-01

[News] U.S. Slaps 20% Tariff on Taiwan: Foundries Unscathed, Downstream Burned—Section 232 Looms

With the U.S. announcing Taiwan’s 20% tariff rate at the last minute—set to take effect August 7—the Commercial Times reports limited direct impact on Taiwanese IC design houses and foundries. Still, higher prices triggered by tariffs could dampen end-user demand, the report warns. However,...

2025-08-01

[News] Intel’s Ohio Plant Dilemma: Build at High Cost — or Pay Back Billions in Government Aid

As part of its global cost-cutting drive, Intel is pulling back on new fab plans in Germany and Poland —and its long-delayed Ohio project has now been pushed beyond 2030-31, with no clear timeline in sight. So, what’s next for the Ohio site? According to The Columbus Dispatch and NBC4i, Intel no...

2025-07-31

[News] Arm Reportedly Weighs Chiplet and Solution Development, Raising Customer Tensions

Arm CEO Rene Haas said the company is stepping up investment in the potential development of chiplets and integrated solutions, according to a report from Reuters. As Reuters notes, Haas did not provide a timeline for when these investments might begin to generate profits, nor did he share specif...

2025-07-31

[News] Chinese Regulators Reportedly Summon NVIDIA Over H20 Chip Backdoor Security Risks

Shortly after White House Economic Adviser Kevin Hassett hinted at NVIDIA’s H20 AI chip shipments to China, Chinese authorities unexpectedly demanded NVIDIA explain the security risks and possible backdoors in its H20 chips, according to Chinese media outlet ijiwei. The report suggests that th...

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