Latest about Semiconductors
EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin
A group of countries pressed the EU to quadruple spending on semiconductors.
Jensen Huang says China is ‘nanoseconds behind’ the US in chipmaking
Nvidia CEO Jensen Huang says China is just “nanoseconds behind” the U.S. in chipmaking and that Washington should stop trying to wall off the market.
U.S. gov't mulls tariffing devices based on the number of chips used and their estimated value
Make chips in the U.S., or pay tariffs.
US Commerce head notes China 'isn't even shy' about its goal to 'take' Taiwan, says US-Taiwan tariff deal coming soon
Lutnick claims deal talks with Taiwan are advancing as the Trump administration turns up pressure on chipmakers to onshore advanced fabs.
U.S. Treasury Secretary calls Taiwan 'world's biggest single point of failure'
What about Intel?
New U.S. gov't rule says chipmakers have to make one chip in the US for each chip imported from another country to avoid 100% tariffs
The Trump administration is drafting a policy that would require chipmakers to match U.S. production with customer imports or face steep tariffs, potentially up to 100%.
Micron teams up with TSMC to deliver HBM4E, targeted for 2027
Premium Micron has confirmed it will partner with TSMC to manufacture the base logic die for its next-generation HBM4E memory, with production targeted for 2027.
