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NEWS TAGGED CHIPS + COMPONENTS
Thursday 21 August 2025
Trump proposes 300% chip tariffs; industry warns of hit to holiday sales
US President Donald Trump is ramping up his rhetoric on semiconductor tariffs, now discussing rates as high as 300%, up from 200% earlier. Industry executives say they wouldn't be...
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...
Wednesday 20 August 2025
Commentary: Who will lead GaN market after TSMC's 2027 exit?
Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...
Wednesday 20 August 2025
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025
Huawei turns to software to ease pain from China's scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia's powerful GPUs. Another crucial, though less visible, component has...
Wednesday 20 August 2025
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...
Wednesday 20 August 2025
SoftBank's US$2 billion investment seen as symbolic; tapping TSMC veterans key to turnaround
SoftBank announced a US$2 billion investment in Intel, acquiring a 2% stake. The market views this move as a potential lifeline for the struggling chipmaker. However, foundry industry...
Wednesday 20 August 2025
US seeks Intel stake without governance rights, Lutnick says
Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Minebea Mitsumi calls Shibaura deal a once-in-a-lifetime chance as Yageo delays linger
The acquisition contest for Shibaura Electronics, a maker of negative temperature coefficient (NTC) thermistors, has intensified as Minebea Mitsumi and Taiwan's Yageo Corporation...
Wednesday 20 August 2025
Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
Wednesday 20 August 2025
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...