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U.S. lawmakers demand sales ban on chipmaking tools to China
By Anton Shilov published
Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.

Adding AI to sinus surgery system saw malfunctions rocket from eight to 100 incidents, according to new investigation
By Mark Tyson published
The introduction of AI to the operating theater doesn’t always work out as optimists, or the FDA, might expect.

U.S. government plans tariff exemptions for TSMC, if it follows through on American investment
By Jon Martindale published
Premium The scale of the tariff exemptions will be tied to the scale of the investment, too.

Samsung and SK hynix shorten memory contracts as pricing power shifts back to suppliers
By Luke James published
Premium Samsung and SK hynix have begun moving away from long-term, fixed-price supply contracts, replacing them with shorter agreements and post-settlement pricing mechanisms.

China's top chipmaker warns that rushed AI data center capacity could remain idle
By Anton Shilov published
Co-CEO of SMIC warns that massive data centers that are currently being built in the U.S. and other regions could end up sitting idle if some AI projects do not take off.

South Korean exchange's $40 billion BTC mistake casts pall over fledgling crypto legislation
By Bruno Ferreira published

Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
By Anton Shilov published
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

White House mulling tariff exemptions for Big Tech
By Jowi Morales published
It pays to be big.

Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026
By Jon Martindale published
Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.
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