According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

According to Nikkei, citing sources, TSMC is removing Chinese chipmaking equipment from its leading-edge 2nm fabs to guard against potential U.S. restrictions that could disrupt production. As the report notes, sources said the decision was influenced by the prospect of a U.S. regulation that would ...

NVIDIA CEO Jensen Huang visited Taiwan again today (August 22), marking his third trip this year. According to Liberty Times, he said the visit was to prepare for the upcoming mass production of the Rubin platform, adding that he would personally meet with TSMC Chairman C.C. Wei to thank the company...

U.S. Commerce Secretary Howard Lutnick confirmed in a CNBC interview that the administration is seeking a 10% stake in Intel, sparking fears of broader equity grabs from CHIPS Act recipients. But according to The Wall Street Journal, Washington has ruled out moves against major investors like TSMC a...

U.S. Commerce Secretary Howard Lutnick, as per Reuters, is weighing a plan to swap CHIPS Act subsidies for equity stakes in recipients such as TSMC, Samsung, and Micron—an idea drawing intense scrutiny over both its impact and feasibility. According to the Economic Daily News, before the plan c...