With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China�...

U.S. export restrictions on NVIDIA’s H20, previously set for this week, have reportedly been delayed, giving South Korean memory firms a breather. However, as indicated by Sedaily and Business Korea, Samsung, which used to supply HBM3E for H20 last year before deliveries paused lately, is eagerly ...

Amid uncertainty over Trump’s new tariffs, memory giants are charging ahead in the HBM3E race. According to South Korean outlets Sedaily and Sisa Journal, Samsung is targeting mass shipments of its 8-layer HBM3E to NVIDIA as early as April, while Micron cleared validation for its 12-layer version ...

Following the notice that a price hike is on the way, U.S. memory giant Micron plans to introduce a new surcharge for U.S. customers starting April 9 to offset costs from Trump’s latest tariffs, as per Reuters. Micron told customers in an email that while some of its products are exempt from ta...

Despite market uncertainty from Trump’s tariff threats and its HBM3E progress with NVIDIA, Samsung reported a better-than-expected first-quarter operating profit on Tuesday, driven by strong memory chip sales and solid smartphone demand, according to Reuters. Samsung, currently reorganizing its...