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Trump says he has struck a trade deal with Hanoi
Premium The U.S. and Vietnam have reached a tentative agreement that sets tariffs on Vietnamese goods at 20%, but hits transshipments with a 40% import tax.
TSMC swats down claims it is delaying its Japan chipmaking plant to prioritize Arizona plants to avoid US tariffs
No smoke without fire, or an unsubstantiated rumor?
Elon Musk confirms xAI is buying an overseas power plant and is shipping the whole thing to the U.S.
Elon Musk's xAI is set to build million-GPU data center expected to draw up to 2 GW of power, prompting Musk to buy and import an entire power plant.
Samsung delays $44 billion Texas chip fab
Sources cite that Samsung is delaying the launch of its Taylor, Texas, fab because the site lacks customers for its 4nm-class chip output.
Nvidia's Arm chips rapidly gain share in server market as AI booms
Server demand is expected to continue for the next four years.
Intel might axe the 18A process node for foundry customers, essentially leaving TSMC with no rival
TSMC's N2 and A16 may have no rivals
Micron details new U.S. fab projects — HBM production coming to America
Micron detailed its $200 billion U.S. investment plan to build six DRAM fabs and HBM assembly facilities in the U.S. over the next 20 years.
Semiconductor industry faces critical talent crisis
Premium The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.
