Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

Despite ongoing uncertainty surrounding Trump’s proposed tariffs, leading memory manufacturers are moving forward with HBM development. According to Chosun Biz, industry sources on the 16th indicate that Samsung’s 4nm logic dies have achieved a test production yield exceeding 40%. As these logic...

Ahead of TSMC’s earnings call, Dutch chipmaking tool giant ASML flagged the impact of looming U.S. tariffs, reporting weaker-than-expected Q1 results and warning of a slight dip in Q2 sales, according to Reuters, CNBC and the company’s press release. Reuters, citing ASML CEO Christophe Fouque...

After imposing reciprocal tariffs on global trade, U.S. President Donald Trump has recently expressed plans to implement sweeping tariffs on semiconductor products. According to Reuters, if these semiconductor tariffs are enacted, they are expected to severely impact U.S. semiconductor equipment man...