Subject


Semiconductors


2025-08-08

[News] Trump Demands CEO Lip-Bu Tan’s Ouster — Focus on U.S. Manufacturing Rift and Intel’s Future

Shortly after EDA giant Cadence pleaded guilty and agreed to pay over $140 million for illegal sales to China, Republican Senator Tom Cotton sent a letter to Intel’s board questioning CEO Lip-Bu Tan’s China ties — noting he led Cadence until 2021, as per Reuters. Later, President Trump blasted...

2025-08-08

[News] Oriental Materials’ In-House Core Components of Lithographic Machine Validated by SMIC

The linear motor is a core component of the motion platform in a lithography machine. Lithography machine must “carve” circuit patterns onto silicon wafers with nanometer-level precision. The linear motor directly drives the worktable and the mask stage to achieve high-speed, ultra-precise linea...

2025-08-08

[News] Texas Instruments Reportedly Launches Largest-Ever China Price Hike: 60K Products Up 10%–30%

According to ijiwei, Texas Instruments (TI) has introduced its largest-ever price hike for Chinese customers, raising prices by 10% to 30% on more than 60,000 products. While TI’s notice states that the new pricing will take effect on August 15, some Chinese customers report that the changes have ...

2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

2025-08-07

[News] TSMC Reportedly Fast-Tracks 2nd AZ Fab in U.S. Push: Tool Move-In by Oct 2026, Targets 4Q27 Production

U.S. President Trump announced on the 7th plans to impose a 100% tariff on semiconductors, while noting that chips manufactured in the U.S. would be exempt. As such, TSMC is expected to qualify for the exemption. In line with this, MoneyDJ notes that TSMC is accelerating construction of its U.S. fab...

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