Subject


Semiconductors


2025-05-12

[News] Made-in-USA Costs Bite? NVIDIA Reportedly Hikes GPU Price Tags Across the Board

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...

2025-05-12

[News] Samsung Reportedly Hikes DRAM Prices on Pre-Tariff Stockpiling, DDR4 up 20%

A surge in DRAM demand—fueled by stockpiling ahead of Trump’s tariffs—seems to be real. According to South Korea’s Etnews, Samsung has raised DRAM prices for the first time in over a year, with DDR4 seeing the sharpest jump. The report suggests that Samsung, finalized new pricing terms wi...

2025-05-12

[News] TSMC’s $165B Arizona Investment to Create 12,000 Jobs Once All Facilities Are Operational

According to Commercial Times, citing Wccftech, Rose Castanares, president of TSMC Arizona, recently stated in an interview with Axios that TSMC’s total investment of USD 165 billion in the U.S. is expected to directly create 12,000 jobs once all sites are completed and fully operational. As no...

2025-05-09

[News] TSMC’s April Sales Hit Record on Tariff Rush, but Currency Gains Cloud Outlook

TSMC announced today (May 9) that its consolidated revenue for April 2025 reached approximately NTD 349.57 billion (about USD 11.6 billion), up 22.2% from March 2025 and 48.1% higher than April 2024. Its April revenue surpassed the previous record high of NTD 314.24 billion set in October 2024, m...

2025-05-09

[News] NVIDIA Reportedly Prepares Toned-down Version for H20, Set for July Release

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...

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