Subject


Semiconductors


2025-08-15

[News] Trump Administration Reportedly Mulling a Stake in Intel Amid U.S. Manufacturing Push

According to The Wall Street Journal, sources say Intel and the Trump administration are in talks over a potential deal that would see the U.S. government take a stake in the struggling chipmaker. Trump reportedly discussed the idea with Intel in a Monday meeting at the White House, though detail...

2025-08-15

[News] Applied Materials Warns of Q4 Revenue Drop on China Slowdown, Tariff Worries

Following peers ASML and Tokyo Electron signaling caution on 2026 prospects, U.S. chipmaking equipment leader Applied Materials forecast a drop in fourth-quarter revenue, blaming sluggish demand in China and choppy orders from customers rattled by tariff-driven uncertainty, according to Reuters. ...

2025-08-15

[News] China’s Beijing E-town Files $13.9M Suit Against Applied Materials Over Alleged Plasma Tech Theft

With chipmaking tools at the center of the U.S.-China tech war, Chinese equipment maker Beijing E-town Semiconductor has sued U.S. giant Applied Materials for allegedly stealing trade secrets, seeking 99.99 million yuan ($13.9 million) in damages for violating China's Anti-Unfair Competition Law, ac...

2025-08-14

[News] DeepSeek R2 Model Launch Reportedly Delayed Amid Huawei Ascend Chip Hurdles

According to Financial Times, DeepSeek has delayed releasing its new model, reportedly due to unsuccessful attempts to train it on Huawei’s chips—highlighting the limits of Beijing’s drive to replace U.S. technology. The report, citing sources, says DeepSeek has faced ongoing technical hurd...

2025-08-14

[News] Japan’s Kanto Denka Fire Threatens NF₃ Supply, Alerts Chipmakers Like TSMC, Samsung and Rapidus

A fire at Japanese industrial gas maker Kanto Denka Kogyo’s nitrogen trifluoride operations is raising alarms over semiconductor supply chain disruptions, as the company supplies major clients including TSMC, Samsung, Micron, and Japan’s Kioxia, Sony, and Rapidus—highlighting the potentially w...

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