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2025-05-07

[News] Intel Backs CEO’s Compensation and Incentive Program, Rejects Reassessment on Israel Operations

Intel held its first shareholder meeting under new CEO Lip-Bu Tan on Tuesday. As noted by Reuters, shareholders approved a proposal to increase share reserves to support hiring and retention efforts. They also approved a compensation package for Tan, who could receive up to USD 42 million in stock a...

2025-05-07

[News] AMD Projects a $1.5 billion Sales Hit from Chip Export Curbs, with the Biggest Impact in Q2 and Q3

With Trump’s new export curbs targeting its MI308 AI chips, AMD expects a $1.5 billion revenue hit this year, according to Reuters and CNBC. Meanwhile, CEO Lisa Su noted the impact of the restrictions will land hardest in Q2 and Q3, as per the reports. The reports suggest that AMD absorbed $800...

2025-05-07

[News] South Korea Probes Anti-Dumping of Chinese, Japanese Robots, Reportedly Alleges 40% Price Cut

China is not just making strides in memory and AI chips, putting pressure on tech giants like NVIDIA and Samsung. Now, it’s also challenging South Korea with low-cost industrial robots, as the Korea Trade Commission has launched an anti-dumping probe into industrial robots imported from China and ...

2025-05-07

[News] Tesla Says 95% of Model 3 and Refreshed Model Y Components Now Sourced in China

According to a report from iFeng News, Tesla China states that more than 95% of the components used in every Model 3 and refreshed Model Y are currently sourced in China, underscoring the company’s deep integration with China's local supply chain. As highlighted by Reuters, Tesla produces Model...

2025-05-06

[News] TSMC Reportedly Asks Suppliers for Revised Quotes, Aiming for 30% Cost Cut Amid TWD Surge

The recent sharp appreciation of the New Taiwan Dollar (TWD) has sparked concerns across Taiwan’s export-driven semiconductor and electronics sectors, with investors closely watching whether TSMC’s margins and revenues will be squeezed by foreign exchange losses. According to a TechNews report c...

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