With Trump’s new export curbs targeting its MI308 AI chips, AMD expects a $1.5 billion revenue hit this year, according to Reuters and CNBC. Meanwhile, CEO Lisa Su noted the impact of the restrictions will land hardest in Q2 and Q3, as per the reports. The reports suggest that AMD absorbed $800...

The recent sharp appreciation of the New Taiwan Dollar (TWD) has sparked concerns across Taiwan’s export-driven semiconductor and electronics sectors, with investors closely watching whether TSMC’s margins and revenues will be squeezed by foreign exchange losses. According to a TechNews report c...

Samsung Foundry’s challenges continue to grow, with AMD reportedly shifting its 4nm chip orders to TSMC’s U.S. facilities, according to Wccftech. The appeal of TSMC’s American operations might be a key factor behind AMD’s decision, as the report notes. AMD had reportedly been working clos...

Multiple sources have confirmed that Apple will, for the first time, equip part of its new iPhone 17 lineup with 12GB DRAM—opening the door to big gains for memory suppliers. South Korean outlet etnews reports that Samsung is poised to capture roughly 70% of total demand. It is worth noting tha...

U.S. Representative Bill Foster is preparing to introduce legislation in the coming weeks that would require verification of the final destination of AI chips, such as those made by NVIDIA, according to Reuters. The measure aims to address the widespread smuggling of these chips into China in violat...