Subject


Intel


2025-04-17

[News] China’s New Chip-Origin Rules Put Foundries and IDMs on Edge: Key Updates from 35 U.S. Fabs

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 ...

2025-04-15

[News] Intel Sells Altera to Silver Lake for $4.46B; Taps Marvell Exec as New CEO

Intel CEO Lip-Bu Tan previously stated that, in order to achieve a successful turnaround, the company must divest its non-core assets—and now, the first step has been taken. According to Liberty Times, citing Reuters, Intel announced on Monday (April 14) that it will sell a 51% stake in its subsid...

2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-10

[News] Tariffs on Chip Gear Could Spike U.S. Fab Costs: TSMC Reportedly to Spend $6B or More

Trump may have hit the brakes on tariffs for 90 days, but concerns still linger. If they go into effect later, chipmakers like Intel and TSMC could face 20% higher costs for ASML gear if they plan to use it in U.S. fabs, according to BITS & CHIPS. The BITS & CHIPS report highlights that w...

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