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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...
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While China’s tech behemoth Huawei is known for making strides for its Ascend AI chips to take on NVIDIA, another Chinese firm, Xiaomi, is rumored to have recruited Qin Muyun, a former Qualcomm senior director, and formed a 1000-employee team to develop its in-house “Xring” chipset, according ...
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In recent years, the U.S. has imposed export controls to block China’s access to advanced semiconductor technologies, prompting China to shift its focus to the legacy chip market. According to a report from Commercial Times, citing POLITICO, the European Court of Auditors (ECA) noted that China ha...
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While Samsung has reportedly been wrestling with 3nm yield issues and the lack of orders from major clients, there may be light at the end of the tunnel. According to Sedaily, the company is now in the final stages of locking in a deal to produce Qualcomm’s Snapdragon 8 Elite 2 using its next-gen ...
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Amid tariff uncertainty under Trump, major U.S. and European chipmakers shared their outlooks in recent earnings calls. Some reported no clear shifts in customer behavior, while others outlined plans and potential impact timelines. Here's a quick read on how Intel, TI, NXP, and STMicroelectronics ar...