Waiver yanked, fabs stalled, shares tanked

Washington has slammed the door shut on a loophole that let South Korea’s biggest chipmakers sneak US gear into their Chinese fabs without the usual bureaucratic hoops.

Korean giant eyes redemption with second-gen GAA node

Samsung’s messy 3nm debut may soon be old news as attention shifts to its 2nm GAA roadmap.

Uses Samsung's enhanced 7nm node with 2.5D stacking

IBM has wheeled out its Power11 server CPU at Hot Chips 2025, giving it higher clocks, AI acceleration, and a taste of Samsung’s iCube 2.5D packaging.

G5 processor gets built on N3P as Pixel shifts foundry strategy

Google has ditched Samsung as the maker of its Tensor chips and signed up with TSMC.

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.

Local wafer supply to benefit TSMC, Samsung and US fabs

GlobalWafers is joining the parade of semiconductor suppliers setting up shop in the US, announcing a new silicon wafer plant in Texas to help fuel America’s push for chip independence.

Conservative chipmaker finds gold in dwindling supply

The DRAM world’s three big players have been quietly turning off the taps on DDR4 this year and it is finally sending prices skyward.

Adds curvy new Odyssey G7 to its display arsenal

Samsung has decided gamers still aren’t clicking enough buttons per second, so it’s unveiled the Odyssey OLED G6, which it claims is the world’s first 500Hz OLED gaming monitor, alongside two new Odyssey G7 models.

Former CEO Craig Barrett urges customers to bankroll Intel’s survival

Former Chipzilla chief Craig Barrett [pictured] has warned that Intel needs a $40 billion cash injection to stay at the sharp end of chip manufacturing and he is not expecting Washington to stump up the money.

ChangXin’s AI pivot chokes supply

The price of standard DDR4 DRAM has gone through the roof, with 8-gigabit units hitting $4.12 and 4-gigabit parts climbing to $3.14, according to electronics trading firms cited by Nikkei Asia.