Subject


Semiconductors


2025-04-15

[News] NVIDIA Plans $500 billion AI Investment in U.S., with Taiwan’s TSMC and Foxconn Leading the Charge

Shortly after Trump signaled new tariffs on chips coming over this week, NVIDIA announces plans to pour up to $500 billion into U.S. AI server production over the next four years. Notably, Taiwanese tech giants like TSMC and Foxconn are set to play key roles in driving this massive initiative, accor...

2025-04-15

[News] Samsung Reportedly Hits the Brakes on U.S. Investment, with Taylor Fab Likely Pushed to 2027

While TSMC is ramping up its Arizona expansion amid Trump’s tariff push, rival Samsung appears to be slowing down. According to South Korean media outlet The Elec, Samsung has once again delayed its Taylor, Texas plant, now targeting a February 2027 launch. Notably, this would not be Samsung’...

2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-04-14

[News] TSMC’s Kumamoto Fab 2 Reportedly Delayed Again Amid Weak Auto Demand and Strategic U.S. Shift

As TSMC ramps up its investments in the U.S., progress at its Taiwan facilities is also steadily advancing. However, according to Economic Daily News, citing NHK, the company’s second fab in Kumamoto, Japan, has reportedly faced another delay. TSMC had originally scheduled the groundbreaking fo...

2025-04-14

[News] Trump’s New Chip Tariff: Three Scenarios Reportedly Loom, with “Big Reservoir Model” Hit Hardest

Last Friday’s tariff break on electronics like smartphones and laptops is just a breather, as media reports say they could soon face individual tariffs alongside semiconductors. While Trump is expected to reveal more details on chip tariffs Monday, this has sparked alarm in the chip industry, with...

  • Page 204
  • 631 page(s)
  • 3152 result(s)

Get in touch with us