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| Trump Administration Said to Discuss US Taking Stake in Intel |
8/18/2025 |
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The Trump administration is in talks with Intel Corp. to have the US government take a stake in the beleaguered chipmaker, according to people familiar with the plan, in the latest sign of the White House’s willingness to blur the lines between state and industry.
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| SK Hynix Showcases Next-Generation Memory and AI Solutions at FMS 2025 |
8/15/2025 |
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SK Hynix showcased its latest AI memory solutions at the Future of Memory and Storage 2025, highlighting products such as the 12-layer HBM4 and a 245TB data center solid-state drive. Collaborations with Los Alamos National Laboratory on high-performance computing and demonstrations of memory-centric AI machines were also featured, emphasizing SK Hynix's role in advancing memory technology for AI.
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| GE Appliances to invest $3B in US manufacturing |
8/15/2025 |
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The funds will help the front-load washer manufacturer continue to reshore production from Mexico and China. The company’s first phase of its plans will focus on plants located in Kentucky, Georgia, South Carolina and Alabama.
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| DRAM prices to surge amid supply constraints |
8/14/2025 |
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DRAM supply is tightening, leading to price increases across all segments, according to TrendForce. Consumer DRAM prices, which rose 18% to 23% in the second quarter, are expected to surge 85% to 90% in the third quarter. The persistent undersupply of DDR4 is forcing PC makers to accelerate the adoption of DDR5, resulting in higher prices and lower volumes for DDR4, the report says. TrendForce says it expects DDR4 demand to lighten in the server market as DDR5 penetration increases in 2026
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| GlobalFoundries, Apple expand semiconductor tech partnership |
8/13/2025 |
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This partnership will enable GF to accelerate investments at its state-of-the-art semiconductor manufacturing facility in Malta, New York, underscoring a shared commitment to strengthen US-based innovation and production of power-efficient, AI-enabling technologies that are essential to the future of mobile computing and intelligent devices.
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| Intel CEO Tan, Trump have a "candid" meeting |
8/13/2025 |
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Intel CEO Lip-Bu Tan met with President Donald Trump after Trump called for Tan's resignation over alleged ties to Chinese firms. The meeting, described as "candid" and "constructive," focused on Intel's commitment to growing US technology and manufacturing. After the meeting, Trump praised Tan's success and indicated ongoing collaboration, and Intel shares rose 3% in after-hours trading.
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| Samsung could reach $50B in US investments |
8/12/2025 |
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Samsung Electronics reportedly plans to increase its investment in the US to as much as $50 billion, driven by recent deals with Apple and Tesla, sources say. The company will focus on developing 2-nanometer production lines and advanced packaging facilities, bolstering its position as the second-largest chipmaker in the US after Taiwan Semiconductor Manufacturing Co. Samsung's Taylor, Texas, facility is set to begin production in October.
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