Subject


Semiconductors


2025-08-01

[News] Intel NEX Spinoff Reportedly Draws Ericsson’s Interest, with $100M+ Investment on the Table

Intel is moving quickly as it trims non-core operations and shifts strategy. Just after reports of a planned spin-off of its Network and Edge Group (NEX), Bloomberg reveals that Ericsson is in talks to invest hundreds of millions in the unit. According to Bloomberg, under the discussion, Ericsson...

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...

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