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China Expected to Boost Procurement Ratio for Foreign AI Chips to 49% 8/1/2025
The renewed availability of H20 is also anticipated to drive up demand for HBM.
US unveils details for 50% copper tariff 8/1/2025
The plan includes levies on semi-finished copper products and their derivatives, a sales requirement for copper scrap, and some exceptions for auto parts.
Qualcomm working on datacenter CPU and in ‘advanced discussions’ with hyperscaler 8/1/2025
But may face competition in its core smartphone segment as Samsung says it’s found a premium handset-maker who wants its Exynos SoCs
SpaceX's Cellular Starlink Expands to Support IoT Devices 8/1/2025
A mobile carrier in New Zealand is tapping cellular Starlink to monitor beehives in remote areas.
Singapore Launches Research Center to Lead GaN Semiconductor Innovation 7/31/2025
Singapore's NSTIC (GaN) provides companies with access to industry-grade infrastructure to accelerate prototyping and commercialization.
5 Ways Edge AI Is Driving Factory Growth in Thailand and Vietnam 7/31/2025
Here's how edge computing and AI are driving factory growth across Thailand and Vietnam, offering a glimpse at a remarkable future for ASEAN.
Trump says India will face 25% tariffs 7/31/2025
The duty will go into effect Aug. 1, per the president, but is slightly lower than the 26% levy unveiled as part of his original country-specific tariffs announced in April.
Tech India overtakes China in smartphone exports to the U.S. as manufacturing jumps 240% 7/30/2025
Smartphones assembled in India accounted for 44% of U.S. imports of the devices in the second quarter, a significant jump from just 13% last year. The share of U.S. smartphone shipments made in China shrank to 25% in the April to June period, from 61% a year earlier.
L3Harris to futher expand rocket motor manufacturing site in Arkansas 7/30/2025
The defense contractor is investing nearly half a billion dollars to build over 20 buildings on the Camden campus, aiming to meet the rising demand for its LSRM production.
Nvidia orders 300,000 H20 chips from TSMC due to robust China demand 7/30/2025
Nvidia has ordered 300,000 H20 chipsets from Taiwan Semiconductor Manufacturing Co. amid strong demand from China, shifting from a plan to use existing stock, according to sources. The move follows the Trump administration's decision to allow Nvidia to restart H20 sales to China after a ban in April. Nvidia needs export licenses to ship the chips, which the Commerce Department has yet to approve.
U.S. semiconductor design company fined $140 million over China dealings 7/30/2025
Cadence admits guilt in exporting chip design tools to China’s National University of Defense Technology, which is believed to be working on the Chinese nuclear program.
Global Pure-Play Chip Foundry Revenues Forecast to Grow 17% YoY in 2025 7/29/2025
The advanced 3nm and 5/4nm nodes are proving pivotal in driving semiconductor revenue growth.
AMD is using AI to help design its next-generation GPUs 7/29/2025
At the recent 'Winning the AI Race' summit in Washington, AMD's CEO Dr. Lisa Su confirmed that it's leveraging AI to help design its next-gen GPU products.
SK hynix confirms 3GB GDDR7 modules 7/29/2025
Paving way for RTX 50 Super VRAM boost. New chips would allow for 18GB of VRAM on a 192-bit bus, or 24GB on a 256-bit bus.
Samsung Secures $16.5 Billion Tesla AI Chip Deal, Production Set For Texas 7/29/2025
The deal, which lasts through 2033, will produce chips to power Tesla's self-driving cars.
Kioxia sampling 9th gen 512Gbit flash memory 7/28/2025
The devices are designed to support applications requiring performance and power efficiency in low to mid-level storage capacities. They will also be integrated into Kioxia’s enterprise SSDs,
ST to buy NXP’s MEMS sensor business 7/28/2025
The MEMS businesses of ST and NXP are strongly complementary in terms of technology and product portfolio, with the combined product offering to be well balanced across automotive, industrial and consumer end markets.
TSMC’s 2nm Production Is Expected to Break Records, With Capacity Surpassing 3nm 7/28/2025
The Taiwan giant appears to be now preparing for the next cycle of semiconductor process, which is set to be the 2nm (N2) technology. The 2nm node is expected to be the firm's most expensive technology to date, and despite skepticism from the industry to adopt the process,
Intel will cancel 14A and following nodes if it can't win a major external customer 7/28/2025
Intel would move leading-edge nodes to TSMC and Samsung Then exit the leading-edge process technologies completely
Micron launches high-density, space-tolerant SLC NAND 7/25/2025
Micron Technology has released a high-density, radiation-tolerant single-layer cell NAND flash memory, with an initial die capacity of 256 gigabits. The memory is designed for use in space applications and has been tested to withstand extreme temperatures, shock and radiation exposure. Mercury Systems has incorporated Micron's memory for use in NASA's Earth Surface Mineral Dust Source Investigation.
Samsung delays HBM4 rollout to 2026 7/25/2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory
U.S.'s push for domestic chip manufacturing is bearing fruit 7/25/2025
AMD CEO says U.S.-made TSMC chips are more expensive, but worth it — costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative
Trump's 'AI Action Plan' Looks to Boost Data Center Buildouts, Ban 'Woke' AI 7/25/2025
Proposals include reducing regulations and environmental permitting but also carry on a few Biden policies. 'We will not allow any foreign nation to beat us' on AI, Trump says.
Global IC Equipment Sales Expected to Reach $125.5B in 2025 7/24/2025
Semiconductor manufacturing equipment growth is expected to continue in 2026, with sales projected to reach a new high of $138.1 billion.
US, Japan reach deal on tariffs, market access 7/24/2025
If finalized, the agreement would place a 15% duty on imports from Japan, including for cars and auto parts.
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