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Friday 15 August 2025
Trump weighs US stake in Intel to back Ohio chip hub
The Trump administration is reportedly exploring a potential US government stake in Intel Corp., aiming to support the semiconductor giant's long-delayed Ohio factory hub. The talks,...
Friday 15 August 2025
Why Dell and Supermicro are targeted in US AI chip tracking push
US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Saturday 9 August 2025
OpenAI reportedly eyes US$500 billion valuation in employee stock sale

OpenAI is reportedly in talks to allow employees—both current and former—to sell their shares in a deal that could value...

Friday 8 August 2025
Sony raises annual forecast despite 100% tariff risk
Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and...
Friday 8 August 2025
Tesla disbands Dojo supercomputer team in blow to AI effort
Tesla Inc. is disbanding its Dojo supercomputer team and its leader will depart the company, according to people familiar with the matter, upending the automaker's effort to develop...
Friday 8 August 2025
Hua Hong Semiconductor signals optimism for 3Q25 on 12-inch ramp-up
Hua Hong Semiconductor reported second-quarter 2025 revenue of US$566.1 million, marking an 18% year-over-year increase, driven by strong momentum in its 12-inch wafer business. Net...
Tuesday 5 August 2025
EU delays retaliatory tariffs on US imports for six months after reaching trade deal
The European Union and the US reached a provisional trade agreement just before the new round of tariffs took effect on August 1, 2025, according to sources familiar with the matter...
Monday 4 August 2025
Nintendo bumps Switch prices as successor pricing looms
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Arm posts solid 1QFY25 results, but rising R&D costs cloud earnings outlook
Arm reported strong fiscal first-quarter results with high margins and steady revenue growth. However, a jump in operating expenses and a cautious outlook on handsets and industrial...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Friday 25 July 2025
Intel to cut 21,000 jobs, pause Europe fab projects under restructuring drive
Intel will cut around 21,000 jobs by the end of 2025 and suspend wafer fab construction projects in Europe, as part of a sweeping cost-reduction and restructuring effort, according...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...