Anton Shilov

China's latest export restrictions on Scandium and Dysprosium threaten to disrupt global supply chains for major tech players, but also emphasize potential weaknesses of its anti-sanctions approach.

The Trump administration plans to impose new chip tariffs soon, which could raise costs for American tech giants and sharply increase prices on everything from AI GPUs to consumer CPUs.

A major hit on domestic chipmakers?

Intel set to discontinue its Unison app that connects smartphones with premium Windows PCs.

Intel and TSMC have reportedly reached a tentative agreement to form a joint venture for operating Intel's U.S. fabs.

Semiconductor industry can relax, for now.

From inside to outside?

Chinese tech giants continue to buy Nvidia AI GPUs despite DeepSeek impact, demand slowdown.

A Russian engineer is accused of leaking confidential technical data from ASML, NXP, TSMC, and GlobalFoundries to Russia, allegedly to support construction of a 28nm-capable fab.

Chinese memory maker CXMT is reportedly preparing to raise DDR4 prices after months of aggressive discounting, as demand stabilizes and major suppliers shift focus to newer memory types.

PC makers don't want to increase prices, but tariffs may make it inevitable.

Lightmatter proposes to use photonic interconnect platform for ultra-high-performance multi-chiplet processors.

Arm Holdings aims to boost its data center CPU market share from 15% to 50% by the end of 2025, betting on AI-driven servers and growing support from major cloud service providers.

The packaging facility is also underway.

A new foundry that could challenge TSMC?

After Myanmar’s 7.7 quake, Taiwanese tech firms in Thailand checked for damage, found none, and quickly resumed operations.

Russia's ZNTC and Belarus's Planar have completed the development of a 350nm-class lithography system, but despite its symbolic value, the machine lags far behind global standards.

SK hynix's Solidigm can now work more closely with the parent company now that SK hynix finally obtains Intel's SSD IP and R&D capabilities after making final $1.9 billion payment.

SMIC is reportedly trying to poach engineers to get Taiwanese semiconductor know how.

Intel's board to shrink from 14 to 11 as three directors will not seek re-election later this year.

China's rush to build AI data centers in 2023–2024 has collapsed into underused infrastructure, falling profits, and outdated facilities.

Building at 'Taiwan speed.'

The U.S. needs both labs and fabs.

Huawei-linked Chinese startup has developed a nearly complete suite of semiconductor manufacturing tools to enable fully domestic chip production amid escalating export controls.

Nvidia's Jensen Huang mulls about next-generation process technologies, suggests that the typical improvement from any process node change worth shifting to is only 20% now.