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| TSMC Q2 profit up 60% y-o-y |
7/18/2025 |
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Compared to Q1, Q2 results represented a 11.3% increase in revenue and a 10.2% increase in net income.
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| The US Is Getting 10 Nuclear Reactors to Power AI |
7/18/2025 |
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The US has built three reactors in the past 30 years, but now Westinghouse will stand up 10 in partnership with Google. But its last project was seven years late and bankrupt the company.
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| TSMC may accelerate 2nm chip production at Ariz. plant |
7/17/2025 |
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TSMC's contractors might be able to speed up their construction of the third site due to experience gained by building the first two factories. They go as far as to state that the plant might be completed in one year at the earliest, which is similar to the construction speed in Taiwan. If the optimism bears fruit, then TSMC might be able to complete the plant by 2026 end and potentially start manufacturing 2-nanometer products at the site in the following year.
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| LG eyes entry into HBM race with advanced packaging |
7/16/2025 |
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Dubbed hybrid bonding, the technique could allow for higher chip stacking and capacity by using direct copper-to-copper bonding, and major chipmakers like Samsung Electronics and SK hynix plan to adopt it for their future HBM ranges.
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| Nvidia set to resume China sales of H20 AI chips |
7/16/2025 |
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Nvidia has announced that it will resume selling its H20 chip in China after receiving assurances from the US government that export licenses will be granted. The H20 chip, designed for the Chinese market, is less powerful than Nvidia's top-tier products but still represents an opportunity for Nvidia as China is expected to increase its AI funding by 48% this year, according to Bank of America forecasts. Nvidia also plans to release a new graphics processing unit for digital-twin AI in China.
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| Calterah SoCs use UWB radar for automotive, consumer uses |
7/14/2025 |
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Calterah has introduced the Dubhe series of system-on-chips that use ultrawideband radar technology to enhance applications such as digital keys and child presence detection in cars. The chips feature a 240 MHz RISC-V processor, 264 KB of RAM and 1 MB of flash memory. They can operate in various modes including time of flight and phase difference of arrival.
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| Trump adds 50% tariff on copper |
7/14/2025 |
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President Donald Trump has announced a 50% tariff on copper, effective Aug. 1, to boost domestic production, citing national security concerns. Copper is a crucial material in the electronics industry, especially in semiconductors, where it is second only to silicon in importance for circuit production. The new 50% tariff on copper may drive up the prices of electronics, as analysts predict higher production costs will be passed on to consumers.
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