Subject


Semiconductors


2025-07-24

[News] Trump’s AI Action Plan Launches, But Key Details Like Chip Location Verification Remain Unclear

Trump on Wednesday unveiled the long-awaited AI Action Plan, built on three pillars to boost AI development. But key details mentioned—like chip location tracking and new export controls on semiconductor sub-systems—are still up in the air. Here’s a quick breakdown of the major takeaways on AI...

2025-07-24

[News] AMD CEO Says TSMC Arizona Chips Cost Up to 20% More Than Taiwan’s but Are Worth It

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

2025-07-24

[News] SK hynix Posts Record Q2 Profit: Plans Bigger 2025 Capex; SOCAMM Shipments by Year-End

Riding strong demand for 12-high HBM3E and broad NAND growth, SK hynix smashed records in Q2, announcing a stellar 22.23 trillion won ($16.15B) in sales and 9.21 trillion won ($6.7B) in operating profit—the best quarterly results ever, according to its press release and The Korea Times. The mem...

2025-07-24

[News] Foxconn’s AirPods Production in India Reportedly Hit by Rare Earth Shortage Amid China Export Curbs

A report from The Economic Times, citing sources, indicates that Foxconn’s production of Apple AirPods at its Telangana facility in India has been disrupted due to China’s restrictions on rare earth metal exports. However, Foxconn maintains that production remains unaffected, according to the re...

2025-07-23

[News] Amazon Reportedly Shuts Down Shanghai AI Lab as Tech Giants Scale Back in China

According to ijiwei, Minjie Wang, Chief Applied Scientist at the AWS Shanghai AI Lab, stated that the AWS Shanghai AI Research Institute—also the last remaining overseas research lab of AWS—has officially been disbanded. An Amazon spokesperson confirmed the report to be accurate, according to I...

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