Previous industry sources suggested that NVIDIA was exploring the use of Intel’s 18A process for its gaming GPUs, according to Tom’s Hardware. Now, interest in the 18A node appears to be growing. Chosun Biz notes that Microsoft has reportedly signed a large-scale foundry deal with Intel using th...

Before Biden’s three-tier AI chip curbs comes into effect, Trump reportedly plans to hit the brakes. According to Bloomberg and Reuters, the AI diffusion rule will not take effect on May 15 as previously scheduled, with Trump pushing to revamp chip export policy. As per the reports, the Commerc...

In 2020, Apple announced its transition to Apple Silicon, successfully replacing Intel processors with more efficient and faster chips in less than three years. Today, Apple intends to replace Qualcomm’s modem chips and gradually internalize all network functionalities. Apple’s first in-house...

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...