As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

According to Tom’s Hardware, citing ComputerBase and heise online, NVIDIA and MediaTek are expected to unveil their jointly developed Arm-based processors—N1X for desktops and N1 for notebooks—at Computex 2025. However, technical challenges could hinder their completion, with heise online and ...

In late 2024, NVIDIA was reportedly developing a customized GeForce RTX 5090D for the Chinese market, as per Tom’s Hardware. But with U.S. export curbs tightening, Chinese media outlet mydrivers reports that NVIDIA has now suspended shipments of the card to AIC (Add-in-Card) partners. According...

Intel held its first shareholder meeting under new CEO Lip-Bu Tan on Tuesday. As noted by Reuters, shareholders approved a proposal to increase share reserves to support hiring and retention efforts. They also approved a compensation package for Tan, who could receive up to USD 42 million in stock a...