Subject


Intel


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...

2025-04-10

[News] Intel Acts on 25% U.S. Tariff on Aluminum and Steel: New Compliance Policies for Suppliers

Though Trump has announced a 90-day pause for nations hit by the latest round of U.S. tariffs, tech giants have already been making moves in terms of the potential impact. According to Tom’s Hardware, Intel is rolling out new compliance policies for its suppliers, following the U.S. decision to im...

2025-04-10

[News] Preview of Key Topics ahead of TSMC’s Earnings Call: Intel JV, CoWoS Concerns, Tariff Threats and More

With TSMC's earnings call coming up on April 17, all eyes are on the foundry giant as it is expected to address key issues in the chip industry amid Trump's tariff threats and its own take on upcoming challenges. Here's a quick preview of what to watch for at the event. Industry Vibes: Intel JV a...

2025-04-03

[News] China’s Tech Bypass Chip Sanctions: SMIC, Yunhe Zhiwang’s Illicit Recruitment Reportedly Under Taiwan’s Watch

Chinese tech companies bypassing U.S. chip restrictions through loopholes is nothing new. The latest reports from Bloomberg and The Register suggest that they have tried to do so by secretly setting up entities in Taiwan, disguising their origins to recruit top engineers and getting access to advan...

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