Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

Ahead of TSMC’s earnings call, Dutch chipmaking tool giant ASML flagged the impact of looming U.S. tariffs, reporting weaker-than-expected Q1 results and warning of a slight dip in Q2 sales, according to Reuters, CNBC and the company’s press release. Reuters, citing ASML CEO Christophe Fouque...

With NVIDIA unveiling a massive up to $500 billion investment in the U.S., AMD, another American chip powerhouse, is also doubling down on domestic production. CEO Lisa Su confirmed today that AMD is boosting U.S. output, and according to Reuters, its flagship chips will soon roll off TSMC’s new A...

Shortly after Trump signaled new tariffs on chips coming over this week, NVIDIA announces plans to pour up to $500 billion into U.S. AI server production over the next four years. Notably, Taiwanese tech giants like TSMC and Foxconn are set to play key roles in driving this massive initiative, accor...

While TSMC is ramping up its Arizona expansion amid Trump’s tariff push, rival Samsung appears to be slowing down. According to South Korean media outlet The Elec, Samsung has once again delayed its Taylor, Texas plant, now targeting a February 2027 launch. Notably, this would not be Samsung’...