Some Biden-era officials say access to Nvidia chips could help China's AI companies buy time while China's chip makers improve their chips' performance
Meaghan Tobin / New York Times :
Sources: US Commerce Secretary Howard Lutnick is looking into government equity stakes in Micron, TSMC, Samsung, and others that receive CHIPS Act funding
‘We should get an equity stake for our money’ Rich Smith / Motley Fool : Why Micron Stock Got Clobbered Today Tyler Lee / Android Headlines : Trump's Plan: Turn CHIPS Act Grants Into Stakes in Samsung...
Senator Tom Cotton introduces a bill to mandate that AI chip makers use geo-tracking tech to comply with export rules, taking effect six months after it passes
Senator Tom Cotton's legislation seeks to “prevent advanced American chips from falling into the hands of adversaries like Communist China.”
Analog Devices, one of the largest analog chip makers, increases its stock buyback program by $10B to $11.5B; sales dropped 23% in 2024 as chip demand slows
Ian King / Bloomberg :
President Trump says tariffs on semiconductors would start at “25% or higher” and that he planned to provide some time for chip makers to set up US factories
U.S. President Donald Trump said on Tuesday he intends to impose auto tariffs “in the neighborhood of 25%” …
China, the leading producer of rare minerals, has made it harder in recent weeks for foreign companies, particularly chip makers, to buy such materials in China
Already the dominant producer of rare minerals, Beijing is using export restrictions and its power over state-owned companies to further control access. X: @martijnrasser and @alantonelson . LinkedIn:...
Intel and AMD forge an x86 ecosystem advisory group to ensure a unified x86 instruction set architecture moving forward, amid competition from Arm and RISC-V
including @Microsoft, @Dell, @Lenovo and @HP—are joining their new advisory group to “shape the future of x86 and foster developer innovation.” https://www.crn.com/... @CRN Mark Russinovich / @markrus...
South Korean AI chip makers Rebellions and Sapeon agree to merge; Rebellions has raised $225M+, and Sapeon's shareholders include SK Telecom and SK Hynix
Joyce Lee / Reuters :
South Korean AI chip makers Rebellions and Sapeon agree to merge; Rebellions has raised $225M+ and Sapeon's shareholders include SK Telecom and SK Hynix
South Korean artificial-intelligence chip makers Rebellions Inc and Sapeon Korea Inc have signed a definitive merger agreement, the privately held companies said on Sunday.
The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share
surge in HBM, enterprise SSD, DDR5 server memory chip expected to drive margins Anton Shilov / AnandTech : SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out Eui-Myung Park / KED Global ...