Despite concerns over looming U.S. tariffs lasting through 2026, ASML says demand from China is stronger than expected, as the Dutch chipmaking tool giant now anticipates the market to account for over 25% of its 2025 sales, according to Reuters and Seeking Alpha. However, amid speculations that ...

Taiwan Semiconductor Manufacturing Co. (TSMC)’s new fab in Arizona has become a pivotal partner in realizing the “Made in America” push by global chipmakers. According to a report by the Economic Daily News, market sources suggest that TSMC is considering raising prices for 4nm chip production...

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...