Subject


Semiconductors


2025-02-05

[News] ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production

Though Intel plans to lower its 2025 capex to USD 20 billion from USD 24 billion in 2024, the semiconductor giant has been gearing up to receive its new high-NA EUV machine soon. According to a report from Dutch media outlet tweakers, the first modules of ASML’s TwinScan EXE:5200 will be delivered...

2025-02-04

[News] China’s Trade War Retaliation: Antitrust Probe into Google; Tariffs of Up to 15% on Certain U.S. Imports

Following Trump’s additional 10% tariff on all Chinese goods, which took effect on February 4, China has decided to fire back. According to The Economic Times and Anue, China announced today that it is going to launch an antitrust investigation into Google and imposed new tariffs on US goods, esca...

2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

2025-02-04

[News] TSMC Likely to Raise Advanced Node Prices by over 15% in 2025 as Trump’s Chip Tariffs Approach

A couple of days ago, President Donald Trump has vowed to impose sector-specific tariffs on chips, oil, gas and more. With rising chip tariffs and production costs on the way, foundry giant TSMC is likely to raise prices for advanced nodes by over 15% in 2025, up from the previously expected 5% to 1...

2025-02-04

[News] Update on Intel’s Roadmap for 2025 and Beyond: 18A Products Unveiled, AI Ambitions Setback

At Intel’s earnings call last week, the struggling giant surpassed analysts' low expectations for its December-quarter results but issued weak Q1 guidance. According to Reuters, Team Blue expects revenue of $11.7 billion to $12.7 billion, not only below the $12.85 billion analyst forecast, but als...

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