Subject


Semiconductors


2025-06-06

[News] U.S. Reportedly to Allow AI Chip Exports to Allies If Run by Approved U.S. Operators Soon

Just weeks after Trump hit pause on Biden’s sweeping AI Diffusion Rule—which tried to rank every country in a strict three-tier system—Commerce Secretary Howard Lutnick reportedly teased a revamped version is coming pretty soon, though he could not provide a specific timeline. Speaking on J...

2025-06-05

[News] Samsung Reportedly Controls DRAM Output in 2H25 amid Market Uncertainties

While soaring HBM orders helped SK hynix grab the DRAM crown in Q1, Samsung—facing profit pressure and looming risks like tariffs—is expected to shift focus to profitability over volume in H2 2025 by adjusting output, according to the Chosun Daily. Though some speculate Samsung may ramp up to...

2025-06-05

[News] Trump Administration Reportedly Reconsiders CHIPS Act Subsidies, Touts TSMC as Model

According to Reuters, U.S. Secretary Of Commerce Howard Lutnick states on Wednesday that President Donald Trump's administration is revisiting certain semiconductor grants issued under former President Joe Biden, indicating that some of the awards could be withdrawn. As noted by the report, Lutn...

Huawei
2025-06-05

[News] Huawei Advances, but U.S. Reportedly States China’s Advanced Chip Output Limited to 200K

As the U.S. moves to restrict NVIDIA’s H20 chip in China, Commerce Secretary Howard Lutnick said China still can’t mass-produce advanced semiconductors, adding that the country can make only around 200,000 high-end chips, according to Bloomberg. Bloomberg, citing Lutnick, sees this as clear e...

2025-06-05

[News] GlobalFoundries Commits $16B to Strengthen U.S. Semiconductor Manufacturing

According to a report from Economic Daily News, citing Bloomberg, GlobalFoundries—the largest contract chipmaker in the U.S.—announced on June 4 that it will invest USD 16 billion to boost domestic chip production. The company is the latest to publicly commit billions of dollars toward expanding...

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