Big Tech to pay more as Taiwan foundry feels the squeeze

TSMC is about to squeeze more cash out of its clients by jacking up prices on its swankiest silicon. The Taiwanese foundry giant is planning a five to ten per cent hike on advanced nodes like 5nm, 4nm, 3nm and 2nm, to prop up its declining profit margins.

Capitalism is failing

US President Donald Trump is so keen on nationalisation he is thinking of moving the entire semiconductor industry under some form of state control.

Too many egos, not enough consolidation

Beijing’s dream of creating a semiconductor supergroup to take on US giants is hitting the rocks, according to a report by the Financial Times.

Power-efficient Arrow Lake chips arrive on the sly

Troubled Chipzilla has shoved a few more low-end Arrow Lake chips out the door, hoping no one would notice unless they were really paying attention.

AI chip boom lifts orders, but tariffs and uncertainty bite

Dutch chipmaking kit supplier ASML has shrugged off some tariff fears with better-than-expected results, though it is hardly brimming with confidence about the future.

Ren tries to downplay progress as trade talks get dicey

Huawei’s founder Ren Zhengfei has tried to cool the narrative around his company’s AI chips, claiming the US is giving it too much credit saying it is a good generation behind.

Nvidia ban forces pivot to homegrown silicon

China's top tech outfits are being forced to kick their dependency on Nvidia and shift to homegrown AI chips, as US export curbs and a dwindling stockpile of H20 processors squeeze their options.

Official bans look tough, but processors turn up via backdoors

Despite the US waving its sanctions stick over Russia since the Ukraine invasion, chips are streaming into the country through a maze of unofficial networks. 

Su says AI demand remains strong despite MI308 blockade

AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.

Chipmaker stumbles as trade war with China tightens its grip

Chipmaker Nvidia has been slapped with a $5.5 billion (€5.2 billion) financial gut punch after the US government demanded export licences for its H20 AI chip sales to China and Hong Kong.