#semiconductors

#semiconductors

Commerce Secretary Howard Lutnick confirmed that the US government is in discussions to take an equity stake in Intel Corp., transforming grants from the Chips and Science Act into stock. This does not grant the federal government governance or voting rights, but could position it as Intel's largest shareholder. He criticized the previous administration's approach for providing subsidies without accountability, emphasizing the change to securing taxpayer interests through equity stakes instead.

Beijing E-Town Semiconductor Technology Co. filed a lawsuit against Applied Materials, claiming trade secret theft related to plasma source technologies used in wafer surface treatment.

US authorities have secretly placed location tracking devices in specific shipments of advanced AI chips to enforce export restrictions on semiconductors to China.

This arrangement comes less than two months after Washington eased certain export restrictions on semiconductors to the Chinese market. The deal covers Nvidia's H20 and AMD's MI308 chips, both now prerequisites for securing export licenses, allowing the companies to access a market that remains lucrative despite the new 15% US curb.

Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China as a prerequisite for export licenses.

"We're going to be putting a very large tariff on chips and semiconductors," Trump said, as quoted by CNBC. "But the good news for companies like Apple is if you're building in the United States or have committed to build, without question, committed to build in the United States, there will be no charge."

President Trump announced a 100 percent import tariff on chips but companies manufacturing in the US can qualify for exemptions. Companies not fulfilling production promises will face full tariffs retroactively.

President Donald Trump announced a 100 percent tariff on foreign-made semiconductors, stating that companies investing in US facilities would be exempt from this tariff.

President Donald Trump recently announced a plan to achieve AI dominance for the United States, emphasizing domestic infrastructure growth and export controls on advanced semiconductor chips.

Samsung has implemented a mandatory five-day return-to-office (RTO) policy for some US semiconductor division employees, enhancing in-office presence and collaboration.

Rapidus aims to provide alternatives to established foundries like TSMC and Samsung, reaching a milestone in 2nm technology production after licensing foundational tech from IBM.

Applied Materials has invested over $421 million in Sunnyvale properties, supporting plans for a new tech complex expected to bring 2,000 engineering jobs to Silicon Valley.

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