As "Made in America" gains traction under Trump’s looming chip tariffs, it’s coming at a cost. While TSMC is reportedly eyeing a 30% price hike for 4nm chips made in the U.S., ijiwei notes that its top customer NVIDIA has already raised official prices across almost its entire product line to pr...

With CEO Jensen Huang calling it a “tremendous loss” to be blocked from China’s AI market, NVIDIA is gearing up to launch a toned-down version of its H20 AI chip for China as early as July, according to Reuters. The report says Team Green has already given major Chinese cloud providers a he...

Before Biden’s three-tier AI chip curbs comes into effect, Trump reportedly plans to hit the brakes. According to Bloomberg and Reuters, the AI diffusion rule will not take effect on May 15 as previously scheduled, with Trump pushing to revamp chip export policy. As per the reports, the Commerc...

In 2020, Apple announced its transition to Apple Silicon, successfully replacing Intel processors with more efficient and faster chips in less than three years. Today, Apple intends to replace Qualcomm’s modem chips and gradually internalize all network functionalities. Apple’s first in-house...

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...