Subject


Semiconductors


2025-03-06

[News] Trump Pushes to Scrap CHIPS Act, Jeopardizing TSMC Subsidies and Intel’s Ohio Plans

Shortly after TSMC announced an additional $100 billion investment on American soil, President Donald Trump urged lawmakers to repeal the CHIPS and Science Act, which casts a cloud over TSMC’s pending subsidies, according to Commercial Times and the Economic Daily News. Meanwhile, concerns have...

2025-03-06

[News] Micron Strengthens Board with Former TSMC Chairman Mark Liu, Hinting at Deeper HBM Collaboration

On March 5, Micron Technology announced the appointment of former TSMC Chairman Mark Liu to its Board of Directors. TrendForce suggests that Micron's addition of Mark Liu to its board of directors indicates a deeper collaboration between Micron and TSMC—particularly in custom HBM logic die desi...

2025-03-06

[Insights] Trump’s Chip Tariffs Shake Up the Game: Dive Into TSMC’s Huge U.S. Investment Plans

On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...

2025-03-05

[News] Samsung Forms Task Force to Fast-Track Exynos 2600, with Prototype Production Reportedly Set for May

According to a report from Korean media outlet The Financial News, Samsung Electronics' Semiconductor (DS) Division has formed a Performance Enhancement Task Force (TF) within its foundry business to monitor the Exynos 2600's performance and stability. The in-house flagship chip, which is expect...

2025-03-05

[News] Malaysia Pays $250M to Arm, Aims to Build Homegrown Chips

According to Reuters, Malaysia has reached an agreement to pay Arm Holdings USD 250 million over a decade in exchange for the company's chip design plans for local manufacturers. The initiative aims to develop Malaysia’s own chips within the next five to ten years, driven by the rising demand for ...

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