#semiconductor-industry

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#tsmc

TSMC Pauses Chip Shipments to Chinese Customers

TSMC will stop sending advanced chips to China after discovering one was used in a Huawei processor.
The U.S. government is intensifying efforts to restrict China's access to advanced semiconductor technology.

Taiwan struggles to reconcile climate ambitions and chip manufacturing

Taiwan's semiconductor industry drives a significant portion of GDP but creates sustainability challenges.

Trump's defense policy pick once called for the US to destroy TSMC if China takes Taiwan

Elbridge Colby advocates for destroying TSMC to prevent Chinese dominance if Taiwan is invaded.

TSMC Pauses Chip Shipments to Chinese Customers

TSMC will stop sending advanced chips to China after discovering one was used in a Huawei processor.
The U.S. government is intensifying efforts to restrict China's access to advanced semiconductor technology.

Taiwan struggles to reconcile climate ambitions and chip manufacturing

Taiwan's semiconductor industry drives a significant portion of GDP but creates sustainability challenges.

Trump's defense policy pick once called for the US to destroy TSMC if China takes Taiwan

Elbridge Colby advocates for destroying TSMC to prevent Chinese dominance if Taiwan is invaded.
moretsmc
#national-security

US orders TSMC to halt advanced chip exports to China

The US is intensifying measures to limit China's access to advanced AI technology by restricting TSMC's chip exports.

Intel is far from becoming the American chipmaking powerhouse the US needs

Intel's success is critical for US semiconductor competitiveness and security, but it faces substantial challenges to meet expectations.

China's plan to dominate legacy chips globally sparks US probe

The U.S. Trade Representative is investigating China's plans for semiconductor market dominance due to national security concerns.

US alarmed by thought of hypothetical TSMC seizure by China

US stresses the importance of TSMC in Taiwan and the potential impacts of China seizing the company and controlling the South China Sea.

U.S. attack on Chinese chips has broad impact

The U.S. continues to tighten export restrictions on China's semiconductor industry to protect national security before Trump’s anticipated return to presidency.

America's chipmaking push will continue no matter who gets elected

US semiconductor manufacturing efforts will persist irrespective of election results, supported by both Kamala Harris and Donald Trump.

US orders TSMC to halt advanced chip exports to China

The US is intensifying measures to limit China's access to advanced AI technology by restricting TSMC's chip exports.

Intel is far from becoming the American chipmaking powerhouse the US needs

Intel's success is critical for US semiconductor competitiveness and security, but it faces substantial challenges to meet expectations.

China's plan to dominate legacy chips globally sparks US probe

The U.S. Trade Representative is investigating China's plans for semiconductor market dominance due to national security concerns.

US alarmed by thought of hypothetical TSMC seizure by China

US stresses the importance of TSMC in Taiwan and the potential impacts of China seizing the company and controlling the South China Sea.

U.S. attack on Chinese chips has broad impact

The U.S. continues to tighten export restrictions on China's semiconductor industry to protect national security before Trump’s anticipated return to presidency.

America's chipmaking push will continue no matter who gets elected

US semiconductor manufacturing efforts will persist irrespective of election results, supported by both Kamala Harris and Donald Trump.
morenational-security

CMA raises concerns over Synopsys-Ansys merger

The UK competition watchdog fears the Synopsys-Ansys merger may harm competition and innovation in semiconductor chip design and light simulation markets.
#nvidia

Have Reports of Nvidia's Death Been Exaggerated?

Nvidia's position in the AI chip market remains strong, countering fears of decline with significant sales to Microsoft.

Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders

The A.I. chip market is witnessing significant competition with new products from AMD and Amazon challenging Nvidia's dominance.

Nvidia to take Intel's place on the Dow after 25 years

Nvidia will replace Intel in the Dow Jones Industrial Average, marking a significant shift in the semiconductor sector.

Nvidia shares fall as China launches antitrust investigation into company

China investigates Nvidia for alleged anti-monopoly violations, seen as retaliation against US chip sector restrictions.

China Investigates NVIDIA for Allegedly Breaking Monopoly Law

The Chinese government is investigating NVIDIA for potential anti-monopoly law violations related to its acquisition of Mellanox.

Watch out for the semiconductor supercycle before you start buying stocks like Nvidia

Nvidia's stock has doubled, but experts warn of future uncertainty due to cyclicality and competition.

Have Reports of Nvidia's Death Been Exaggerated?

Nvidia's position in the AI chip market remains strong, countering fears of decline with significant sales to Microsoft.

Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders

The A.I. chip market is witnessing significant competition with new products from AMD and Amazon challenging Nvidia's dominance.

Nvidia to take Intel's place on the Dow after 25 years

Nvidia will replace Intel in the Dow Jones Industrial Average, marking a significant shift in the semiconductor sector.

Nvidia shares fall as China launches antitrust investigation into company

China investigates Nvidia for alleged anti-monopoly violations, seen as retaliation against US chip sector restrictions.

China Investigates NVIDIA for Allegedly Breaking Monopoly Law

The Chinese government is investigating NVIDIA for potential anti-monopoly law violations related to its acquisition of Mellanox.

Watch out for the semiconductor supercycle before you start buying stocks like Nvidia

Nvidia's stock has doubled, but experts warn of future uncertainty due to cyclicality and competition.
morenvidia

US environmental agency fast-tracking new PFAS approvals for semiconductors

The EPA is accelerating the approval of PFAS chemicals for semiconductors, conflicting with its public commitment to regulate harmful substances.
#innovation

Top European semiconductor startups to watch in 2024 - Silicon Canals

Europe's semiconductor startups are shifting focus to new markets in Asia and the Middle East, aiming to grow amid geopolitical challenges.
Growing European semiconductor startups like Pragmatic and Novelda showcase the region's dedication to innovation in the semiconductor industry.

3 promising European startups in the race for next-generation chips

European chip startups are leveraging their strengths in R&D and chip design to compete in the semiconductor industry.

The Netherlands unveils ChipNL Hub - Silicon Canals

The ChipNL Competence Centre was launched to boost the Netherlands' semiconductor industry and innovation with a €12M budget.

Top European semiconductor startups to watch in 2024 - Silicon Canals

Europe's semiconductor startups are shifting focus to new markets in Asia and the Middle East, aiming to grow amid geopolitical challenges.
Growing European semiconductor startups like Pragmatic and Novelda showcase the region's dedication to innovation in the semiconductor industry.

3 promising European startups in the race for next-generation chips

European chip startups are leveraging their strengths in R&D and chip design to compete in the semiconductor industry.

The Netherlands unveils ChipNL Hub - Silicon Canals

The ChipNL Competence Centre was launched to boost the Netherlands' semiconductor industry and innovation with a €12M budget.
moreinnovation
#galaxy-s25

Samsung struggles with Exynos 2500 production, all Galaxy S25 units could switch to Snapdragon

Samsung may shift to using Snapdragon chips for the entire Galaxy S25 series due to low yields of Exynos chips.

Galaxy S25 series prices leak, Realme Neo7 is official, Week 50 in review

The Galaxy S25 series maintains similar pricing as the S24 with minor upgrades.
Realme unveils Neo7 featuring impressive specs at competitive pricing.
Huawei achieves 100% domestic chip production in Mate 70 series.

Samsung struggles with Exynos 2500 production, all Galaxy S25 units could switch to Snapdragon

Samsung may shift to using Snapdragon chips for the entire Galaxy S25 series due to low yields of Exynos chips.

Galaxy S25 series prices leak, Realme Neo7 is official, Week 50 in review

The Galaxy S25 series maintains similar pricing as the S24 with minor upgrades.
Realme unveils Neo7 featuring impressive specs at competitive pricing.
Huawei achieves 100% domestic chip production in Mate 70 series.
moregalaxy-s25

Marvell Technology (MRVL) Soars on Transformational AWS Agreement

Marvell Technology's growth is significantly driven by demand for AI technology, particularly through a promising agreement with Amazon.
#intel

Qualcomm reportedly approached Intel for what would be the biggest chip deal ever

Qualcomm's interest in acquiring Intel indicates a transformative potential in the semiconductor industry amidst Intel's ongoing struggles.

Intel CEO Pat Gelsinger Steps Down Amid Chipmaker's Struggles

Intel's CEO Pat Gelsinger has resigned as the company faces significant financial struggles and leadership changes amid a challenging market environment.

How Intel lost billions in a failed bid to Sony PlayStation

Intel lost the PlayStation 6 chip design contract to AMD, impacting its contract manufacturing goals.
This setback highlights the challenges Intel faces in expanding its foundry business.

Former Intel CEO Craig Barrett: Splitting up America's leading chipmaker is a bad idea

Performance remains the key to success in the semiconductor industry, with technology leadership determining which companies thrive.

Pat Gelsinger retires from Intel

Gelsinger's departure is aimed at restoring investor confidence in Intel amidst ongoing struggles.

Intel Posts $16.6 Billion Quarterly Loss, Its Biggest Ever

Intel reported its largest quarterly loss in history, signaling deep challenges in the semiconductor sector.
Despite significant losses, there are signs of an impending turnaround under CEO Pat Gelsinger.

Qualcomm reportedly approached Intel for what would be the biggest chip deal ever

Qualcomm's interest in acquiring Intel indicates a transformative potential in the semiconductor industry amidst Intel's ongoing struggles.

Intel CEO Pat Gelsinger Steps Down Amid Chipmaker's Struggles

Intel's CEO Pat Gelsinger has resigned as the company faces significant financial struggles and leadership changes amid a challenging market environment.

How Intel lost billions in a failed bid to Sony PlayStation

Intel lost the PlayStation 6 chip design contract to AMD, impacting its contract manufacturing goals.
This setback highlights the challenges Intel faces in expanding its foundry business.

Former Intel CEO Craig Barrett: Splitting up America's leading chipmaker is a bad idea

Performance remains the key to success in the semiconductor industry, with technology leadership determining which companies thrive.

Pat Gelsinger retires from Intel

Gelsinger's departure is aimed at restoring investor confidence in Intel amidst ongoing struggles.

Intel Posts $16.6 Billion Quarterly Loss, Its Biggest Ever

Intel reported its largest quarterly loss in history, signaling deep challenges in the semiconductor sector.
Despite significant losses, there are signs of an impending turnaround under CEO Pat Gelsinger.
moreintel
#china

China sets aside $47 billion to boost its chip industry

China established a new $47 billion investment fund for semiconductor industry.

ASML CEO: Export curbs on China are more about US economics than security

The Netherlands faces pressure from the US to impose new export restrictions on ASML equipment to China amid the escalating chip war.

China creates $47bn chiptech investment fund to boost development

China sets aside $47 billion for semiconductor development.

Chipmaker GlobalFoundries Faces $500,000 Fine for Banned Shipments to China

GlobalFoundries fined $500,000 for shipping restricted products to a Chinese firm, reinforcing the importance of compliance with U.S. trade regulations.

China's $47B semiconductor fund puts chip sovereignty front and center | TechCrunch

China establishes Big Fund III of $47.5 billion for semiconductor industry, aiming for self-sufficiency & chip sovereignty.

China creates $47 billion chiptech investment fund

China has allocated $47 billion to boost domestic semiconductor production.

China sets aside $47 billion to boost its chip industry

China established a new $47 billion investment fund for semiconductor industry.

ASML CEO: Export curbs on China are more about US economics than security

The Netherlands faces pressure from the US to impose new export restrictions on ASML equipment to China amid the escalating chip war.

China creates $47bn chiptech investment fund to boost development

China sets aside $47 billion for semiconductor development.

Chipmaker GlobalFoundries Faces $500,000 Fine for Banned Shipments to China

GlobalFoundries fined $500,000 for shipping restricted products to a Chinese firm, reinforcing the importance of compliance with U.S. trade regulations.

China's $47B semiconductor fund puts chip sovereignty front and center | TechCrunch

China establishes Big Fund III of $47.5 billion for semiconductor industry, aiming for self-sufficiency & chip sovereignty.

China creates $47 billion chiptech investment fund

China has allocated $47 billion to boost domestic semiconductor production.
morechina

After missing the AI boom - badly - Samsung hires new bosses

Samsung Electronics faces challenges in memory sales and semiconductor production despite surging generative AI demand.
Leadership changes aim to enhance competitiveness and remedy production delays affecting AI technologies.
#chips-act

Trump panned the CHIPS Act. Harris is in Michigan promoting it

Vice President Harris highlights CHIPS Act investments in Michigan to promote job growth in semiconductor manufacturing amidst criticism from former President Trump.

GlobalFoundries scores $1.5B from CHIPS Act

GlobalFoundries receives $1.5 billion in US government funding under the CHIPS Act to expand chipmaking capabilities amidst recent sanctions issues.

World's Five Leading Chipmakers Have Now Promised U.S. Investment

The Biden administration is awarding up to $450 million in grants to SK Hynix to build a chip facility, marking a milestone in rebuilding the U.S. semiconductor industry.

U.S. awards chipmaker Texas Instruments up to $1.6 billion to build factories

Texas Instruments is set to receive up to $1.6 billion from the U.S. government to boost chip production and create jobs.

America 'will make' 28% of advanced chips in 2032

The US is projected to produce 28 percent of the world's most advanced processors by 2032, while China's production is expected to be only two percent.

Biden-Harris wasted $8.5 billion in taxpayer money to lose 15,000 jobs at Intel

The Chips Act aimed to bring the semiconductor industry back to the US but has led to failures and job losses.

Trump panned the CHIPS Act. Harris is in Michigan promoting it

Vice President Harris highlights CHIPS Act investments in Michigan to promote job growth in semiconductor manufacturing amidst criticism from former President Trump.

GlobalFoundries scores $1.5B from CHIPS Act

GlobalFoundries receives $1.5 billion in US government funding under the CHIPS Act to expand chipmaking capabilities amidst recent sanctions issues.

World's Five Leading Chipmakers Have Now Promised U.S. Investment

The Biden administration is awarding up to $450 million in grants to SK Hynix to build a chip facility, marking a milestone in rebuilding the U.S. semiconductor industry.

U.S. awards chipmaker Texas Instruments up to $1.6 billion to build factories

Texas Instruments is set to receive up to $1.6 billion from the U.S. government to boost chip production and create jobs.

America 'will make' 28% of advanced chips in 2032

The US is projected to produce 28 percent of the world's most advanced processors by 2032, while China's production is expected to be only two percent.

Biden-Harris wasted $8.5 billion in taxpayer money to lose 15,000 jobs at Intel

The Chips Act aimed to bring the semiconductor industry back to the US but has led to failures and job losses.
morechips-act

Trump's trade restrictions could be good for American semiconductor jobs

Tariffs proposed by Trump may bolster US semiconductor jobs by enhancing competitiveness against foreign manufacturers.

Live Market Updates: Nasdaq Composite Slides & Warren Buffett's Newest Buy

Market indexes are experiencing a downturn, particularly in semiconductor equipment stocks due to trade issues and disappointing earnings.
#workforce-development

Georgia Tech Chip Design Program Empowers the Apple Workforce of Tomorrow

Apple's New Silicon Initiative aims to fill the semiconductor worker shortage by partnering with universities to enhance education in chip design.

A US semiconductor industry in crisis needs a workforce that doesn't yet exist

Community colleges are essential for training a skilled workforce in the semiconductor industry, filling significant employment gaps.

Georgia Tech Chip Design Program Empowers the Apple Workforce of Tomorrow

Apple's New Silicon Initiative aims to fill the semiconductor worker shortage by partnering with universities to enhance education in chip design.

A US semiconductor industry in crisis needs a workforce that doesn't yet exist

Community colleges are essential for training a skilled workforce in the semiconductor industry, filling significant employment gaps.
moreworkforce-development
#chip-manufacturing

House Speaker walks back plan to repeal CHIPS Act

The future of the US CHIPS and Science Act could hinge on the GOP's success in the upcoming elections.

U.S. Awards $120 Million to Chipmaker to Expand Facility in Minnesota

$120 million federal grant to Polar Semiconductor for expanding chip manufacturing, part of efforts to strengthen US semiconductor supply.

House Speaker walks back plan to repeal CHIPS Act

The future of the US CHIPS and Science Act could hinge on the GOP's success in the upcoming elections.

U.S. Awards $120 Million to Chipmaker to Expand Facility in Minnesota

$120 million federal grant to Polar Semiconductor for expanding chip manufacturing, part of efforts to strengthen US semiconductor supply.
morechip-manufacturing

IQE CEO Americo Lemos departs, finance chief takes over

IQE's CEO Americo Lemos has left the company amidst market struggles and declining stock prices, highlighting industry challenges.

AI's energy appetite has Taiwan reconsidering nuclear option

Taiwan may reconsider its nuclear energy strategy due to rising electricity demands from AI and semiconductor industries, amidst safety and public consensus concerns.
#japan

Japan's semiconductor sector: What's behind the chip reboot? DW 04/29/2024

Japan significantly increased semiconductor investment surpassing other major countries in GDP proportion.

US leans on Japan to limit sales of chipmaking kit to China

The US is pressuring Japan to limit semiconductor equipment sales to China amidst semiconductor manufacturing competition.

Japan ramping up investment in next-gen semiconductors DW 04/29/2024

Japan is significantly increasing support for the semiconductor industry to re-enter the manufacturing business and ensure supply chain stability.

Japan's semiconductor sector: What's behind the chip reboot? DW 04/29/2024

Japan significantly increased semiconductor investment surpassing other major countries in GDP proportion.

US leans on Japan to limit sales of chipmaking kit to China

The US is pressuring Japan to limit semiconductor equipment sales to China amidst semiconductor manufacturing competition.

Japan ramping up investment in next-gen semiconductors DW 04/29/2024

Japan is significantly increasing support for the semiconductor industry to re-enter the manufacturing business and ensure supply chain stability.
morejapan

ASML faces turbulence amid stock drop, customer delays

ASML's business is being impacted by geopolitical challenges, a stock drop, and slower demand outside the AI sector.

One chip company's newest tactic to attract workers: Help pay off their student loans

GlobalFoundries offers student loan debt relief to attract and retain employees, benefiting them with up to $28,500 in repayment support.

Wall Street rebounds as corporate earnings boost sentiment

U.S. stocks rebounded due to strong earnings reports, tempered recent losses, and improved market sentiment, particularly in technology and luxury sectors.
#amd

Everything you need to know about AMD

AMD has evolved from logic chips to microprocessors, facing competition with Intel, notably excelling with the Ryzen series and strategic acquisitions like ATI Technologies and Xilinx.

AMD just made a big statement in the AI PC race with its Ryzen AI Pro 300 series processors

AMD has launched the Ryzen AI Pro 300 series to enhance on-device AI capabilities for enterprise users, outperforming competitors significantly.

Everything you need to know about AMD

AMD has evolved from logic chips to microprocessors, facing competition with Intel, notably excelling with the Ryzen series and strategic acquisitions like ATI Technologies and Xilinx.

AMD just made a big statement in the AI PC race with its Ryzen AI Pro 300 series processors

AMD has launched the Ryzen AI Pro 300 series to enhance on-device AI capabilities for enterprise users, outperforming competitors significantly.
moreamd

Why Hurricane Helene could disrupt the semiconductor industry

Hurricane Helene heavily impacted Spruce Pine, disrupting vital quartz supply for semiconductors, which could escalate economic losses within the industry.

India scores its first fab, perhaps at Japan's expense

India is set to build its first semiconductor fab with Tata and PSMC's finalized agreement, enhancing its role in the global market.

One chipmaker is finally reaping the benefits of Nvidia's AI chip boom

Micron's revenue forecast reflects strong demand from AI spending, indicating a significant industry turnaround after previous losses.

Vietnam devises formula to grow semiconductor industry

Vietnam aims for a $100 billion semiconductor industry by 2050 with a strategic plan symbolized by the formula C = SET + 1.

Chip companies like Nvidia and Intel are facing a major gender gap amid the AI boom

Women are underrepresented in the semiconductor workforce, holding few leadership roles despite industry efforts to close the gender gap.

China promises retaliation if Japan expands its chip export controls, and Toyota worries it'll get caught in the crossfire

China threatens economic retaliation against Japan over chipmaking equipment restrictions, complicating U.S.-China technology tensions.
#infineon

Infineon announces layoffs along with disappointing Q3

Infineon announced job cuts and cost-saving measures due to shrinking sales, following a trend in the semiconductor industry for workforce reductions amid economic challenges.

German chip giant lowers 2024 forecast as electronics slowdown bites

Infineon has lowered its revenue outlook due to sluggish demand in major markets.

Infineon announces layoffs along with disappointing Q3

Infineon announced job cuts and cost-saving measures due to shrinking sales, following a trend in the semiconductor industry for workforce reductions amid economic challenges.

German chip giant lowers 2024 forecast as electronics slowdown bites

Infineon has lowered its revenue outlook due to sluggish demand in major markets.
moreinfineon

US chip factory workers call for fair share' of benefits amid industry boom

Workers in the semiconductor industry are pushing for better working conditions and pay while companies vie for federal funds.
from Fortune
5 months ago

Nvidia: Tech stocks take a pounding as hedge fund Elliott AI is in 'bubble land'

The recent unwinding of the AI trade is causing significant losses in Big Tech stocks, particularly in the semiconductor industry.

Samsung chips boss warns that firm risks getting caught in 'vicious cycle'

Samsung's chip business leader warns of the risk of a 'vicious cycle' if workplace culture isn't revamped.

South Korea wants nation's chip makers to move beyond memory

South Korea is investing $19 billion to diversify its semiconductor industry and focus on system semiconductors for the future.

US semiconductor building boom means staff shortages

The US semiconductor industry is facing challenges in hiring and retaining staff despite its expansion.

Logistics Report: Probing the Dali Disaster; Tracking Norfolk Southern; Shifting Online Outlook

Germany's industrial production declined in March, U.S. economy shows resilience, tech companies facing challenges, semiconductor industry growth expected, logistics industry trends.

Deeptech VC raises 300M in push for 'semiconductor supremacy'

Imec.xpand focuses on AI, semiconductors, nanotechnology, photonics, quantum computing, and medical startups.
Imec.xpand has invested in 23 companies, including two unicorns valued at €1bn or more.
The VC is pushing for semiconductor tech advancement, aiming to help startups innovate and grow amid global competition.

Why Japan is investing in semiconductors once more DW 04/29/2024

Japan significantly increased semiconductor industry support, investing 3.9 trillion yen from 2021-2023, motivated by geopolitical changes, COVID-19 impacts, and desire to protect the economy.
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